Work Experience / Resume

I started my career as a part-time Financial Planner during my time in National University of Singapore. I was approached by my senior from my secondary school and it seemed a good idea since I wanted to learn more about financial planning for myself.

Eventually, I found that I enjoyed the job, even though I was doing it only part time. It suits my personality; I like talking and connecting with people and at the same time, it allows me to have freedom and flexibility.

A week after my final paper, I voluntarily informed my manager that I wanted to turn full time immediately after my graduation. From there, I started my journey in 1989.

I decided to move into management role in 1995 after 6 years of being a Financial Planner, to learn the ropes of mentorship, to groom and develop a team with the right values. But because, I am still very much enjoy serving my clients, so I never stop doing financial planning services as well.

I feel my career is particularly meaningful as I help people protect what is important to them and grow what they have.

This year marks my 31st anniversary in this career. This is my first job and I believe, it will also be my last.

Years in financial planning: Since 1989

Awards + Achievements

MDRT 2022 ^new
Gold Club 2022 ^new
AXA Signature FP since 2018 (Personal & Unit) ^new
Top Pride Manager for 2021 and 2019, 3rd for 2018 and 2nd for 2017
Silver Club 2021
Developed many company producers club winners including manager club winners himself over the years in this business.

What I am passionate about

Direct, Friendly, Systematic, Precise, Disciplined are probably the 5 words people would use to describe me.

When I am not working, I try to be active in Chinese Drama scene. Since my secondary school days, my passion has been in Chinese Drama. I do acting and directing work during my university time. I no longer do so nowadays but I am still enjoy watching drama performance. Currently, I support the drama group activities, sit on their panel of Board of Directors and help manage the drama group as well.

I like to exercise. I visit the gym twice per week, not too much so I don’t get myself too muscular, but just to relax and keep healthy. Especially when I feel slightly lethargic, it brings up my energy level after a quick run. Doing this means I can continue my love for eating, my favourite past time, just like any Singaporean.

For many years, Raymond Leong has been providing reliable and trusted financial advice and services to my family. Constantly looking out for me and having my interests at heart, I can always count on him in times of need

– Calvin Loo

It is my pleasure to recommend Raymond Leong, who has been advising me in financial matters for more than 20 years. He used his excellent interpersonal and communicative skills, professional experience, and personal qualities to deliver spectacular results and advise me in my financial decisions. Raymond Leong has my highest recommendation!

– Bobby Chan