Chai Yuan Long

Senior Financial Services Manager

Specialisation

Asset Management
Child Education Plan
CPF Investments
Estate Planning
Investment Portfolio Advisory
Life Insurance
Retirement Planning
Keyman Insurance

Motto

Let’s grow together!

Group

Acacia Wealth Group

“Life is about growth and development. Helping others achieve that is the greatest hallmark of leadership.”

Qualifications

B.Sc in Banking and Finance (Hons), University of London

About

Yuan Long believes life is about non-stop growing and learning. As a young graduate, he values opportunities to meet and learn from as many people as possible from all walks of life. This yearning for personal growth motivated him to leave a secure full-time position with a prestigious multinational banking and financial services company to pursue a career in financial advisory, where he could marry his background in banking and finance with his passion for learning while helping people achieve their financial objectives.

Within two years, he was promoted to Financial Services Manager, winning numerous awards along the way including the Million Dollar Round Table (MDRT) recognition for top achievers in 2021.

Yuan Long joined SG Alliance because he shares the founders’ vision and direction towards building a tech-savvy financial hub for clients. As Senior Financial Services Manager, Yuan Long’s goal is to actively look for like-minded professionals to build a dynamic and lasting team of financial consultants dedicated to partner clients on their wealth management journeys, whether it is for personal and/or corporate needs.

Yuan Long shares his insights for new entrants or mid-career professionals interested in a rewarding career in financial advisory: “Find a good leader who is willing to guide and help you; the rest is up to you. Your drive, determination and willingness to learn will decide how far you go. A heart filled with gratitude will be perfection.”

Personal Passions

Yuan Long is passionate in upgrading his skillsets. Keen to become a better leader, he has attained certification in career consultancy as well as behavioural management.

Specialisation

Asset Management
Child Education Plan
CPF Investments
Estate Planning
Investment Portfolio Advisory
Life Insurance
Retirement Planning
Keyman Insurance
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