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Ed Chen
Senior Prestige Wealth Manager
“Empowering financial security with expertise and trust.”
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About Me
As a seasoned professional in the financial services industry, I have successfully administered medical claims exceeding half a million dollars and facilitated the payout of over three-quarters of a million in critical illness claims.
My core expertise lies in estate planning, meticulous claims management, and advanced wealth accumulation strategies.
I am committed to helping clients safeguard their financial future while providing them with the support needed to navigate life’s uncertainties. With a focus on innovation and excellence, I take pride in setting industry benchmarks and delivering meaningful results that make a lasting impact.
As a leader, I’ve successfully groomed my team to close over a million in single premium while achieving MDRT (Million Dollar Round Table) status myself.
This reflects my commitment to excellence, both in driving team success and setting personal industry standards. Through leadership and mentorship, I continuously strive to raise the bar for performance and client outcomes in the financial services space.
Work Experience
Financial Services Manager
Credentials
Medical Specialist
Estate Planner
Enneagram Specialist
Premier Leader
Wealth Management Strategist
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Monday to Friday
9am to 5.30pm