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Loh Jing Ting, also known as Lesley, is an Executive Financial Consultant with Alpha Private Wealth Advisory (APWA), an authorised group of Financial Advisers Representatives from Alpha Wealth Financial Advisers Pte Ltd.
Prior to joining APWA Unit, She worked with AXA for 3 years, where she encountered numerous clients from various backgrounds. This has greatly enhanced her insights in planning for different client profiles. Her journey with AXA dawned upon her the importance of holistic planning through a proper portfolio management system guided by one’s life milestones.
Being a strong believer in putting clients first, she values long-lasting and meaningful relationships with her clients. Today, she is proud to be part of APWA Unit, where the team specializes in Total Portfolio Advisory (TPA) approach.
I was born in Malaysia, where my hometown is in the Perak state. My childhood was spent commuting between Malaysia and Singapore on a daily basis, where I was lucky enough to be able to complete my studies in a world class education hub. My childhood had definitely instilled the independent and diligent spirit in me. Fast forward to my first job after graduating with a Chemical Engineering degree, I worked for 3 years in the Biopharmaceutical Industry. Feeling mundane and lack of purpose, I embarked on a career switch and joined the financial advisory industry, in hopes to broaden my horizon.
My 3 years with AXA allowed me to gain experience and insights in the financial advisory field. Throughout these 3 years, the biggest setback I faced was the fact that I was only able to provide one-sided advice to my clients. Questions as such were always lingering in my mind: Is the plan/solution really suitable for client? What if there are better solutions for client out there? How am I able to plan for client in a more comprehensive manner?
In late 2020, I was fortunate enough to meet my current mentor, Dexter. I recalled how in awe was I, when I first learnt how real and professional financial planning should be done, through the Total Portfolio Advisory approach. I was greatly inspired by what Dexter was doing, hence I decided to take a leap of faith and join his team.
Lesley graduated from University of Newcastle upon Tyne with B.Eng (Hons) in Chemical Engineering and is currently pursuing the Certified Financial Planner (CFP®) Program.
Some of her notable accolades are:
• Achieving 5 monthly recognition awards in Organization for Year 2018 • Top Overall Producer in Organization for Year 2019, with 7 monthly recognition awards
• Achieving 6 monthly recognition awards in Organization for Year 2020
Click here to follow her Instagram.
Email: lesley.loh@proinvest.com.sg
Alpha Private Wealth Advisory
City Square Mall, 180 Kitchener Road, #09-01, Singapore 208539, Singapore
Alpha Private Wealth Advisory is an authorised group of Financial Adviser Representatives from
Alpha Wealth Financial Advisers Pte Ltd.
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