Kamy Loh

Mentor

Headline:

Raise a new generation of individuals who aspire to make a positive impact.

Programmes:

Non-alumni
Others

Summary

I am a huge believer of giving back and I believe that wherever you can, give your best. Everything else will fall in place --

I love connecting with people and hear their stories and I am looking to raise a new generation of estate planners. I have seen firsthand how the right estate plan can protect the lives of many loved ones, ensure that wishes are carried out, and even help achieve financial goals.

If you aspire to make something out of yourself and create a positive impact to the lives of others, connect with me.

Featured Skills

People Development Human Resource Management Client Acquisition

Work Experience

Estate Planner Aug 2023 - Present

PFP Legacy Singapore

Estate Planner Aug 2023 - Present

PFP Legacy Singapore

Hi, there! As an estate planner, I am there for my clients every step of the way. I help them navigate the often-overlooked but crucial area of estate planning - ensure that their assets are properly managed, their legacies are secured and at the end of the day, give them a peace of mind as they carry on with their lives.

If you are looking to create the same positive impact to the lives of others, Id be the one to guide you through.

Wealth Associate May 2023 - Present

PFPFA Singapore

Education

Associate Estate Planning Practitioner (Financial Services) Aug 2023 - Aug 2023

Society of Will Writers United Kingdom

Bachelors of Commerce (Human Resources) Dec 2012 - Jul 2014

Murdoch University Singapore

Other Skills

Investments Portfolio Management Financial Analysis Emerging Markets Wealth Management Strategy Management Business Strategy Sales Alternative Investments Asset Managment Asset Managment Alternative Investments Sales Business Strategy Management Wealth Management Strategy Emerging Markets Financial Analysis Investments Portfolio Management Estate Planning Estate Management Estate Administration Finance Financial Markets Asset Management Risk Management Mergers & Acquisitions Venture Capital Estate Law Trust Relationship Trusted Advisor Asset Management Risk Management Mergers Acquisitions Venture Capital Finance Personal Development Entrepreneur Entrepreneurship Development Human Relations Human Resource Financial Markets Investment Advisory Personal Financial Planning Corporate Development Corporate Events Insurance Skills Financial Advisory People-oriented People Skills

Q&A with Kamy Loh

How do you effectively manage your work?

Kamy Loh

Raise a new generation of individuals who aspire to make a positive impact.

To be discipline and set up a system and stick to that system. When it is admin day, it is admin day.

Upvote Unvote | 0
Posted 1 month ago
Comment

What are some mistakes that you have made in your career? How did you deal with it and what have you learned from them?

Kamy Loh

Raise a new generation of individuals who aspire to make a positive impact.

Sometimes you win, sometimes you learn. When someone decides not to take up your service, that is when you learn. There was this time a prospect walked away, citing that there were other affordable deals and I respected his decision. At the end of the day, when you have your value, those who treasure them will come to you. Eventually he came back.