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Be part of this highly-qualified and motivated award-winning team. Going beyond limits, beyond expectation

 

and beyond consultancy.

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Jack Lin

Assistant Vice-President, Financial Services

Beyond Consultancy is a branch that works as a family and believes in team work. We have a system set up for you to leverage on it to build your career path and make it successful one. We provide in-house training by experienced managers and a prospecting system to build your customer base.
I have been in the financial industry for 10 years — from banking industry to insurance industry. Over these years, I have earned myself all kind of awards. Not only that, I have also trained a lot of successful sales people. My principle is very simple: As long as you are willing to learn and work hard to become a successful sales person, I am more than willing to train you to become one. Looking forward to work together with you.

Daniel Koh

Assistant Vice-President, Financial Services

Hi. I’m Daniel Koh, this is my 8th year in the financial industry. I used to be a personal wealth manager with my previous company and now as an AVP of Manulife FA managing the Beyond Consultancy. I believe that having the adequate knowledge and actions are essentials to current consumers. Today’s market is filled with a lot of uncertainties.
Being a financial advisor is a wonderful career because when an emergency arises we are the “firemen” to pacify the situation. This make us more proactive in giving our clients better solutions and advice. We approach our clients with a holistic and family-like manner We guide our clients through the whole wealth management process and working towards a warm and pleasant experience.
The wide range of products via the Financial Advisers platform and a strong arsenal of the financial tools enhance our planning with our clients. Beyond Consultancy is expanding and we are advancing in financial planning and wealth management. Today, we strive to be one of the better industry solutions provider for tomorrow. I’m looking forward to invite you to our family.

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Huang Wei

Assistant Vice-President, Financial Services

“The biggest reason to join us has to be the chance to make a difference in people’s lives. You will be proud of contributing to work that makes people’s lives more meaningful, and securing a better lifestyle for them and their families in times of need. People who joined us all have one thing in common – they are people who genuinely care about people.
We are a young and dynamic unit. We are particularly fond of the “win-win” principle. We seek to create an environment in which our financial planners can fully develop their skills, which also enable individual growth and ensure that financial planners can continue to expand professionally. In our unit, we also create a positive work-life balance. We have transparent relationships with our people, for those who have passion and challenging spirits, we encourage career development and personal growth.”

Steven Tan

Assistant Vice-President, Financial Services

“I am Steven, I have been in this industry for 20 years. I have received numerous awards, such as Platinum Club, Million Dollar Round Table, and Life Case Club. I have also been to numerous conference trips as an incentive from the company.
I have groomed numerous people to be financial advisors, managers, and even Directors. I inspire, groom, train, and develop people.
My unit is call Optimus. My unit aspired people who want to build a career in this industry. My unit is made up of fun, dynamic, and hardworking financial advisors who want to achieve financial freedom in the shortest time possible.”

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Rachel Toh

Assistant Vice-President, Financial Services

After completing a degree in Bachelor of Commerce (Finance and Marketing) in 2012, I began my career in the finance industry.

 

At the beginning of 2016, I left the bank to join Beyond Consultancy and it has proven to be one of my best decision ever yet. Joining a Financial Advisory firm provides me a greater range of products and services to cater to my clients’ needs. It has also given me a healthier work life balance, better time management and a flexible working schedule.

 

In 2017, I was promoted to a Unit Manager to form my own team with Beyond Consultancy. With the continuous support from my agency in providing a cohesive and high synergy environment, I stand proudly with 5 Million Dollar Round Table (MDRT) Qualifiers in my team today. The resilience and strengths from each of the team player will give you abundance of opportunities to excel and succeed in this career path.

 

Hustle with us, Learn with us, Grow with us, TODAY!

Join Us

Are you ready to make a difference? Whether you are a recent graduate, experienced financial advisor, or looking to make the leap to being one, we invite you to join our team. Beyond Consultancy is a great place to learn and develop knowledge ans skills, have client exposure, and work with an elite team of experienced financial advisors. We take pride in investing in passionate people and help them become respected and successful financial advisors.

Just fill up the form on the right, upload your updated resume, press submit; and we will schedule you for an interview as soon as possible. We are looking forward to working with you.