Wen Yun
Title Financial Services Consultant
Year Joined 2020
Years of Experience < 5 years
Education Pursuing Degree in Business Administration
Years of Experience < 5 years
Specialization Financial Planning
Hobbies Hiking, Interacting with children

Wen Yun

Financial Services Consultant

“Hustle until the people you couldn’t reach, start reaching out to you.”
- Unknown


Wen Yun’s Story

I came across Win Financial Group through a sharing session conducted by Winnie during my Freshman Orientation Camp in NUS and was inspired to explore the financial services career after an interview. What attracted me to the industry is what it can do to help people. Coming from a family that is not well to do, I aspire to help the people around me in their financial planning journey. Through constant learning from successful industry leaders, I hope to be able to use the knowledge to improve the lives of more people. Besides spending quality time with my family, I also volunteer weekly at Chen Su Lan Children’s home where I tutor kids from disadvantaged backgrounds. To keep fit, I hike occasionally with friends.

Read More About What Others Have To Say About Wen Yun

Thanks to Wen Yun, I started my very first investment policy with AIA! With her patience and guidance, I signed up for the one that suits me the most. She was very attentive and approachable throughout the process and did her follow up promptly. I would recommend her to anyone!
– Ester Goh, Technical Executive.

Wen Yun is knowledgeable and has genuine interest in achieving the best for her clients without any hard selling. I appreciate her efforts in coming up with various options to suit my financial needs and hence the reason why I bought my first ever savings policy!
- Fiona Soh, Undergraduate.

Wen Yun is very patient. She took time to explain my existing insurance coverage and ensure that I understood what it covered. She provided me with ample time to get back to her without any pressure. I would recommend Wen Yun to those who want to get an insurance policy.
– Yuki, Teacher