Christine Wu Dan
伍丹
AIA Financial Services Manager
9627 2257
chriswd@aia.com.sg
微信号:Wudan-Singapore
My Life Motto:
Love never fails; Out of the heart are the issues of Life
爱是永不止息;用心做人做事
My Work Promise:
A phone call away, your advocate in action.
客户的生死之交。
My journey into financial planning | 缘起-成为金融理财规划师
I worked in HR with Flextronics, a world-renowned electronics manufacturer, for many years, and thereafter as a NIE trained government school teacher (in Qifa Primary School) before I joined AIA to be a financial services consultant in August 2014. This was by no means an easy decision to make and to hold on to. It is all because of knowing AIA RTP SP-Builders (now known as Builders Financial), a very supportive team of professionals, and most importantly, understanding the significance of financial risk management for individuals and their loved ones. In the course of my service, each insurance contract I have delivered to my client, each claim appeal I have settled for my client, and each cheque I have brought to my client enhances the sense of urgency: I must share evolving knowledge of holistic insurance planning; provide professional solutions for my client’s financial protection needs; reach out before TIME runs out to save and protect lives and families.
My professional mission: to make every insurance contract a conveyance of love; to ensure every claim extending a warming hand in winter’s frost; to let every payout bring a dawn of life’s fresh journey.
我曾在一家国际知名电子产品制造业跨国集团Flextronics从事人事工作多年,之后在新加坡政府学校启发小学从事教育工作,直到2014年8月转型成为一位财富风险管理顾问。这绝不是一个能轻易做出、并能坚守下去的选择!是因为了解了AIA的雄厚实力,索赔服务的人性化;了解了AIA必得咨询这个敬业专业的团队;了解了财务风险规划对个人和家庭保障的重大意义和价值。更因为在工作中所经手的每份合同,每个索赔,每张支票都为我加添一分使命感,我必须在还来得及的时候尽可能跟更多的人分享全面的财务风险规划知识和解决方案。Save Lives! 我的从业使命:让每一份保险合同成为爱的传递;让每一次索赔都是雪中送炭;让每一张支票都带来生命新的起点。
Builders Financial in my eyes |
必得团队-笃行不怠,卓尔超群
My leader Cheng is a trailblazer for me in AIA. She has shown me an effective way of making positive impact in people’s lives through professional insurance planning and comprehensive financial planning. I am blessed to be under her mentorship. In this challenging and fulfilling career, she inspires, guides and encourages me to dream big and work hard to be a professional financial services consultant to serve my clients well.
I fully embrace the vision and mission that Cheng has crafted for Builders Financial. Cheng provides personalised coaching for each one of us so that we may develop our full potential to excel in this career as a financial services consultant. Under Cheng’s leadership, Builders Financial has established a culture in which we are not only like-minded colleagues to work and deliver good service beyond expectations, but also like family members caring for one another, supporting each other to succeed in this honourable career.
我的上司Cheng是我的引路人, 带领我进入AIA保险行业。她让我看到可以怎样通过全面专业的财富风险规划积极地影响和保护个人和家庭。在这个充满竞争和无限发展的行业里,我有幸在她的教导和鼓励下追求更高更美的人生梦想,在广阔的发展空间里,精益求精,以专业的知识和技能,以真诚的关怀和同理心,更好地为我的客户们服务。
我完全认同和全心追求Cheng为我们团队建构的愿景和使命。Cheng为我们每位同仁提供个性化的培训,带领和帮助我们实现我们各自的最大潜能。Cheng以身作则,鼓励大家一起建立我们的团队文化。大家不只在工作上合一追求更高的目标,也像一家人一样,互相关心,扶持,一起成长,超越。我感恩珍惜这个团队里每位同仁的友情。
More about myself | 我的自画像
I am passionate about my career because it is not another job but a calling to reach out, to care and to help.
Learning and growing excite me; Reading with my favourite music makes me contented. Tea appreciation helps me slow down and savour moments of silence. Walking in the streets of foreign land and sampling local cuisine brings me happy moments.
我对我的职业充满热忱,因为这不仅仅是份工作而是一个使命,去接触,关爱和帮助另一个生命。
学习和成长让我振奋;阅读和音乐让我满足;品茶让我享受静默;在遥远国度的大街小巷漫游,品尝当地美食让我快乐😊
My work experience and credentials
Financial Services Manager with AIA Singapore since 2023
Master Financial Services Consultant with AIA Singapore since 2022
Financial Services Consultant with AIA Singapore since 2014
MOE Education officer at Qifa Primary School since 2009
新加坡教育部启发小学华文老师
Flextronics HR Generalist since 2002
伟创力电子制造跨国集团人事部高级行政
Thai General Consulate Commercial Section, Marketing Promotion Officer since 1995
泰国总领馆商业部市场促进官员
National Institute of Education, NTU Singapore
新加坡南洋理工大学国立教育学院教育学
Yunnan University Bachelor of Economics
云南大学经济学院经济学
Achievements and Professional Development
AIA Financial Services Manager since 2023
金融服务经理
IBF Qualified in Private Banking & Wealth Management 2022
新加坡银行与金融学院 IBF 私人银行和财富管理能力认证
Certified Enneagram Practitioner since 2022
九型人格执行师能力认证
Chartered Financial Consultant®/S since 2020
特许金融规划师
Associate Retirement KASHGROWTH Professional ARKP ™ since 2020
ARKP ™ 养老年金专业规划师
Associate KASHGROWTH Professional AKP ™ since 2019
AKP ™ 财富专业规划师
GoalsMapper Practitioner since 2020
GoalsMapper 全面财富规划程序运用
Awards and Recognitions
Million Dollar Round Table MDRT since 2019
全球百万圆桌会员
International Dragon Award IDA since 2020
国际龙奖
AIA HNW Prestige Club Elite since 2019
AIA高净值特权俱乐部会员
AIA Centurion Club (2019-2023)
AIA 百夫长奖
AIA SuperStar Platinum Club (2024)
Professional consultant, not sales peddler
We met Christine when we were looking for AIA financial services consultant to help us with our existing insurance issues. Our friends recommended her to us for her good service.
Christine helped in reviewing our existing policies and recommended the best solution to us. She solved our problem without pushing us to buy any new insurance policies from her in return.
We contacted Christine again when we were considering to buy a new policy. She provided me and my family with professional financial services planning and insurance strategy guidance. She explained each plan to us patiently to ensure that we got the best insurance coverage that address our needs. She will also notify us if there are any new rules or changes.
We would highly recommend Christine to anyone who is looking for a professional financial services consultant.
Sze Hwee / Mui Chow
My professional financial services consultant
My friend recommended Christine to me for my insurance protection planning. I especially appreciate Christine’s professional approach in understanding my needs, my financial situation and advice accordingly for my best interest. She has never pushed to sell but has always been there for me whenever I have concerns and queries. She makes effort to meet up with me for annual policy review and recommends cost-saving adjustment to my plans according to my changes in life. These are the reasons why I would prefer Christine’s financial services consultancy, and I will not hesitate to recommend her to anyone who is looking for a professional financial services consultant with good services at heart.
Ang Laurice Tan
Administrator
My reliable financial services consultant, my caring friend
Christine was recommended by my friend 5 years ago, and she has been my financial services consultant and dear friend ever since then. I enjoyed every conversation with her, she can always help me to understand the overwhelming application process and help me make better selections for life planning. She is the best financial services consultant I can ever imagine – she is professional in policy explanation and financial services planning; she is nice and caring for me and my life in a personal level. I can always feel her kindness and passion, and give her all my trust. I would like to thank Christine for being my adviser, my friend, and am grateful to be able to rely on her.
Cai YiTong
Engineer
专业又贴心
我和伍丹相识于朋友张丽萍的生日会上,此后,她认真细心地为我和我的家庭做保险规划,是一位专业的保险经纪。可能是缘份吧,渐渐地我们成为好闺蜜。这几年来我看到她工作态度端正,能用心对待每一位客户,并站在客户的角度来为他们谋划和提供服务,令客户觉得很贴心。这让我坚信伍丹介绍的保险是正确的,也让我愿意支持她的工作,为她多介绍些朋友认识,让我的朋友们得益于伍丹的专业服务。几年下来,伍丹对工作的热忱和付出都得到了相应的回报。我真为她高兴!也为自己有这样的好姐妹而感到骄傲!
陈莉莉
华文补习老师
My genuine and patient financial services consultant
I first met Christine through my husband. She is my husband’s group insurance financial services consultant. The first impression I’ve of her was, a very genuine, gentle and gracious lady. And after many conversations with her, I realised we’ve so much in common. Being born in the same year same month but six days apart. We share quite the same thoughts and most importantly, it is quite easy to connect with her.
I see the passion she has for what she is doing and her patient and attitude when planning for what’s best for us. I would say I enjoy each and every conversation with her and appreciate the effort and services provided by her.
Cher Huey Huey
Homemaker
Not just a financial services consultant, but someone who truly cares
For me, Christine is not just a financial services consultant, but someone who truly cares about you, your family, your future, your health and your financial services planning. I like her professionalism and friendliness in her job to understand what I want, and what works best for me to work towards my life goals. She is always there to help me to solve issues whenever I have questions/problems be it about the policy or AIA Vitality. She keeps me updated regarding my policy as well as when there are new policies/events which would add values to myself.
I trust her to be my financial services consultant. I believe that Christine will bring the best for you and your family from my experience and interactions with her. I will definitely recommend her to all my friends who are looking for a very good and professional financial services consultant.
Chia Yee Xin
Marketing
Genuineness, sincerity, knowledge and loyalty
I like to use this opportunity to write a few words about Christine, who is an incredibly talented individual.
From the start her relationship with my family and I, we noticed her genuineness, sincerity, knowledge and loyalty – which have really shone through, and amongst the key reasons to why we continue to stay with, and recommend AIA and in particular SP Builders to our friends.
She has an amazing ability to connect with different kinds of folks, paying close attention to their specific needs, concerns and respective financial limitations. She is almost like part of the family.
Under the great teachings and leadership of Cheng, she has flourished and we have no doubt will go on to do even greater things at AIA.
Dhillon Inquilab Singh
Banker
像朋友,像姐妹,用心服务
今年是我们加入AIA大家庭的第六年,由衷的感谢你为我们这个小家庭的陪伴和帮助,像朋友,像姐妹。用心的服务我们能感受得到,这也是我们始终信任并会一直使用AIA的原因。
感谢我们在每次需要你的时候都会及时回复并提供有用的信息。
感谢为我们挺身而出,为用户争取保险利益。
感谢记住我们全家每一个人的生日,每次给我们的祝福和小礼物,给我们每一个有用的建议和制定的保险,医疗,教育等等的定制性计划。
因为有你和AIA的服务,让我们家在新加坡的“新移民”生活充满信心和保障,并且没有后顾之忧在这里工作和生活!
感谢过去的陪伴,坚信我们可以一起度过未来的日子,和AIA一起携手共进.
吴莎莎 | 李国
高级会计师 | 高级IT 项目经理
Our professional financial services consultants
Christine and Sandra are so kind and patient to help us with so many questions about insurance and wealth management. The plans they introduced are so clear for us and perfectly meet our needs. Their delicate and considerate plans shows their high profession in insurance and financial planning. Both my wife and I are quite satisfied with their help and professional suggestion.
Liu Yang
Chemist
让我们高枕无忧的财务服务顾问
伍丹为人温文尔雅,知书达理。做起事来干练精细。每次签单、索赔、续保她都能根据我们的家庭开支给出最好的规划和建议。
我们从她那里买保险好多年了,她总是定期给我们整理资料,做细致的反馈,每年佳节或生日,都能收到她的温馨祝福。
有这样的保险经纪陪伴,我们觉得可以高枕无忧啦!
吕宝艳
华文老师
Sincere, patient & reliable financial services consultant
Christine has been utmost professional throughout my various interactions with her. Not only is she knowledgeable on the various policies/insurances/plans available, she is genuine in her interactions and tailors the planning according to my various needs & priorities. While the details and application process can be immensely cumbersome and overwhelming, Christine effectively simplifies the myriad of information available for easy digestion. I love how she is efficient in responding queries and personal in her delivery as well- I can trust that she is recommending what is suited for me.
Would highly recommend her to others.
Joelle Ngeow
Dentist
负责任的好经纪
伍丹Christine是我的AIA保险经纪,也是我教会的姐妹。我觉得她为人热情友善,做事认真负责。伍丹是在五年前开始分阶段为我和我老公做保险策划,她总是按照我们的需要和经济能力提建议,而且总是很耐心、细致地讲解保险条款,有问必答。
我希望你也能跟伍丹好好交流,即使已经买了保险也没关系,让伍丹看看你的现有保单是否符合你的需要,有个负责任的好经纪很重要。
欧阳华
家政太太
My patient and professional financial services consultant with a heart of empathy
Christine has been my financial services consultant for 6 years. Christine is professional at work as she can always explains the different packages in depth with a clear comparison of their pro and cons. I admire her patience when addressing all my questions from the logic that how they designed the policies to the stories that how other clients benefited from it. She shares empathy with clients so that she knows exactly what they need both financially and emotionally hence to recommend the best proposal to them. I appreciate her timely update to me about the changes of existing policies and their responses to the latest changes, eg the coverage of COVID-19 related cares. It is so great that you know Christine is always there accompanying you as a friend at those key milestones in lifetime.
Shu WeiQi
IT Security Analyst
A trustable financial services consultant, a dear friend , and also a precious sister
Before I met Wu Dan, I struggled to dealt with different/indirect insurance agents from different companies for my hospitalisation and life insurance, which caused inconveniences and much stress. That was when Wu Dan was introduced to me by my friend. Wu Dan is very different from previous agents I met with. She saves me from my previous headache of dealing with my insurances and financial services planning. She is sweet, kind, caring and always plan the best and the most suitable for you. She truly cares for you and you can feel the love, power and energy from her heart. Over time, she has become my good friend and my dear sister which I really appreciate of.
Su Xin
Engineer
I trust her judgement
When Christine helped me with my first policies, she did a very careful review of my financial needs, researched on the existing policies for me, and through the course of several meetups, she patiently explained what in her professional opinion were the most suitable and relevant ones for me. Her recommendations took into account of my practical concerns, and she was ready to make the necessary adjustments to address them. A good listener, she is able to give the appropriate advice, which I believe is important in all my decision-making. I could see that she was not in the business of pushing for policies against my interests; I feel very comfortable with the policies I have chosen. Christine was also very prompt in responding to my queries and concerns as and when they arise. She is passionate about her work and exhibits a very high level of professionalism, and at the same time exudes personal warmth in all our discussions. I trust her judgment and recommendations.
Isaac Wong
IT Support Administrator
风险策划师兼人生挚友
首先,伍丹小姐是我多年挚友,这源自她第一次对我和我的家庭做了一次风险评估。细致专业的分析,每个环节都兼顾,问题点发现准确,切中要害。我完全被她的分析折服了。之前接触过的分析师也好,评估师也罢,均不及伍丹小姐发自内心为我家庭着想,根据我的家庭经济状况做出合理设计。
当我成为伍丹小姐的客户之后,经常不记得自己应该哪天缴纳保费,伍丹小姐总会适时提醒,不会带给我困扰和负担。当有意外发生,伍丹小姐更是事无巨细安排妥当,条理清晰,令我毫无后顾之忧。
伍丹小姐为人谦和,温婉,现在我们已经成为挚友,闲时小坐,品茗述衷肠,她更是会贴心的准备极美的点心,小礼物,成为我生活中一抹漂亮的色彩。
谢谢你,人生挚友,伍丹
郁琳
幼教老师
并非为了工作而工作
伍丹,源于好友介绍相识,起初给我的印象是为人热情,很有亲和力。接触多了,发现她对自己的工作很热爱,很有使命感,认为自己所从事的工作是很有价值和有意义的,而非为了工作而工作。渐渐地被她的工作热忱和专业素养所打动,一年前,伍丹便成为我们全家的保险经纪人,并为我们全家做了最适合的保险规划,让我们高枕无忧。感谢伍丹为我们全家的真诚帮助,也感谢AIA公司培养出这样优秀的人才。
周静
华文老师
Treats people with Real Care
Christine has a very special approach towards the clients that she serves compared with her fellow financial services consultants. Her approach is educational, fun, with a lot of personal touch. She looks at your wealth planning and accumulations from a holistic picture rather than just trying to sell you an insurance policy. I have known her for about four years, she has always been very supportive and understandable; treats her clients with real care and good heart.
I always believe that as an excellent financial services consultant, not only she needs to have sufficient industry knowledge, but most importantly, how she treats people, is perhaps, at the centre of the matter.
Zeng YiXiang
Journalist
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Our Team
Sandra Phua Siang Kiang
潘婵娟
9816 6143
sandra.phua@aia.com.sg
AIA Senior Financial Services Consultant
AIA Employee Benefits Specialist
May Lim Jin Yng
林静盈
Agency Support Executive