Our Unit Managers

Leading their teams with dynamic energy and professional efficiency, our Unit Managers walk the talk and commit themselves to the talent development of our Consultants.

Our Unit Managers

Leading their teams with dynamic energy and professional efficiency, our Unit Managers walk the talk and commit themselves to the talent development of our Consultants.

Cecilia Phua

UNIT MANAGER

Eric Liu

UNIT MANAGER

Jacki Chen

UNIT MANAGER

Kenneth Siew

UNIT MANAGER

Vincent Tan

UNIT MANAGER

Cecilia Phua

UNIT MANAGER

A chance encounter with this life-changing message has empowered Cecilia to anchor her leadership vision and values firmly. Indeed, as with most things in life: “It’s not about finding right decisions; it’s about making your decisions right.”

Her ability to do the right things in the right way has paved the way for her personal achievements of COT in 2016 and 2017, as well as leading her team to attain 2nd Unit Of The Year (RC) in 2018.

As a mentor to seven team members, Cecilia emphasises sincerity and responsibility as the core traits for every successful financial services consultant. With this, she endeavours to help more achieve their career aspirations.

Here’s what Cecilia loves to do in her spare time:

Cycle!

A chance encounter with this life-changing message has empowered Cecilia to anchor her leadership vision and values firmly. Indeed, as with most things in life: “It’s not about finding right decisions; it’s about making your decisions right.”

Her ability to do the right things in the right way has paved the way for her personal achievements of COT in 2016 and 2017, as well as leading her team to attain 2nd Unit Of The Year (RC) in 2018.

As a mentor to seven team members, Cecilia emphasises sincerity and responsibility as the core traits for every successful financial services consultant. With this, she endeavours to help more achieve their career aspirations.

Here’s what Cecilia loves to do in her spare time:

Cycle!

For Eric, he sees mentorship as a long-term relationship between two individuals where experience, knowledge and connections are shared with open hearts and minds. It is also where strong friendships are forged, as he has done so with his united team of eight.

Seen as a resourceful and motivational leader, Eric has set a shining example by achieving his MDRT for three consecutive years from 2016 to 2018. The high expectations he sets for himself are aligned with the characteristics he values most in his team members: Independence, competitiveness and self-awareness.

Here’s what some of his closest friends call Eric:

Concierge – because he has the answers to everything!

Eric possesses a Bachelor’s degree in Banking and Finance and is also a Chartered Financial Consultant (ChFC).

For Eric, he sees mentorship as a long-term relationship between two individuals where experience, knowledge and connections are shared with open hearts and minds. It is also where strong friendships are forged, as he has done so with his united team of eight.

Seen as a resourceful and motivational leader, Eric has set a shining example by achieving his MDRT for three consecutive years from 2016 to 2018. The high expectations he sets for himself are aligned with the characteristics he values most in his team members: Independence, competitiveness and self-awareness.

Here’s what some of his closest friends call Eric:

Concierge – because he has the answers to everything!

Eric possesses a Bachelor’s degree in Banking and Finance and is also a Chartered Financial Consultant (ChFC).

Eric Liu

UNIT MANAGER

Jacki Chen

UNIT MANAGER

“Some shortcuts are not meant to be taken.” This is a piece of well-meaning advice dispensed by his former manager and one that continues to serve Jacki well today as he guides his team of 11. It has certainly helped develop his professional abilities and dictate the personal qualities that he values most: Honesty and the ability to think out of the box.

Jacki’s expertise in portfolio management and his hands-on approach to leadership has proven to be a winning formula, garnering distinguished company accolades such as Top Unit Of The Year (APE) & (RC) in 2017 and 2018. In 2020, he has done us proud by attaining Top Unit Of The Year (APE) once again.

Here’s one piece of life advice Jacki has to share:

Your attitude decides your altitude.

“Some shortcuts are not meant to be taken.” This is a piece of well-meaning advice dispensed by his former manager and one that continues to serve Jacki well today as he guides his team of 11. It has certainly helped develop his professional abilities and dictate the personal qualities that he values most: Honesty and the ability to think out of the box.

Jacki’s expertise in portfolio management and his hands-on approach to leadership has proven to be a winning formula, garnering distinguished company accolades such as Top Unit Of The Year (APE) & (RC) in 2017 and 2018. In 2020, he has done us proud by attaining Top Unit Of The Year (APE) once again.

Here’s one piece of life advice Jacki has to share:

Your attitude decides your altitude.

For Kenneth, being a true leader means to be available always. His approachable and relatable mentorship style has been instrumental in creating a conducive growth environment for his team of 12. In fact, his leadership abilities have been attested by coming in 2nd in the New Unit Of The Year category in 2019.

Being one of the pioneering founders of Thinkers Alliance, Kenneth was previously a Private Client Relationship Manager in a local bank. As a three-time COT achiever, he brings along his expertise in financial advisory and generously shares his experience with his consultants to help them progress.

Here’s the one motivational phrase Kenneth has for newbies:

Strive to not just succeed, but also build a sustainable career.

For Kenneth, being a true leader means to be available always. His approachable and relatable mentorship style has been instrumental in creating a conducive growth environment for his team of 12. In fact, his leadership abilities have been attested by coming in 2nd in the New Unit Of The Year category in 2019.

Being one of the pioneering founders of Thinkers Alliance, Kenneth was previously a Private Client Relationship Manager in a local bank. As a three-time COT achiever, he brings along his expertise in financial advisory and generously shares his experience with his consultants to help them progress.

Here’s the one motivational phrase Kenneth has for newbies:

Strive to not just succeed, but also build a sustainable career.

Kenneth Siew

UNIT MANAGER

Vincent Tan

UNIT MANAGER

Vincent leads a dynamic team of six and has been in this managerial role for two years and counting. He also sets a stellar example for his team by achieving MDRT in all four years he has been with Thinkers Alliance. Here’s what we call ‘walking the talk’!

Vincent believes that “hard work is the fundamental building block of success”. With this, he hopes to motivate his team members to hit the MDRT benchmark of excellence.

Here’s a little-known trivia about Vincent:

He can speed read up to 800 words per minute (wpm) whereas the average reading speed is about 200wpm.

Equipped with a Bachelor’s degree in Banking and Finance, he is also a Chartered Financial Consultant (ChFC) and Estate & Succession Practitioner (ESP).

Vincent leads a dynamic team of six and has been in this managerial role for two years and counting. He also sets a stellar example for his team by achieving MDRT in all four years he has been with Thinkers Alliance. Here’s what we call ‘walking the talk’!

Vincent believes that “hard work is the fundamental building block of success”. With this, he hopes to motivate his team members to hit the MDRT benchmark of excellence.

Here’s a little-known trivia about Vincent:

He can speed read up to 800 words per minute (wpm) whereas the average reading speed is about 200wpm.

Equipped with a Bachelor’s degree in Banking and Finance, he is also a Chartered Financial Consultant (ChFC) and Estate & Succession Practitioner (ESP).

Let’s Make Things Happen

Speak with us to discover how we can empower your aspirations and ambitions.

Financial Services Consultant
+65 8815 2688
Thank you, we have received your request. We will get back to you as soon as possible.
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Let’s Make Things Happen

Speak with us to discover how we can empower your aspirations and ambitions.

Financial Services Consultant
+65 8815 2688
Thank you, we have received your request. We will get back to you as soon as possible.
There was an error trying to send your message. Please try again later.

By submitting my data I agree to be contacted

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