ABOUT

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Be part of CJO!

Providing opportunities so you can grow and go far in life.

Our Story

The Charles Juay Organisation (CJO) found its roots in 2015 with only five Financial Consultants. Since then, it has expanded to over 100 Financial Consultants and has continuously shown impressive sales performance relative to competitors that double or triple its size.

Its success is rooted in its unique approach that focuses on personal improvement and a culture of authentic collaboration amongst its agencies and Financial Consultants.

 

Charles Juay Organisation (CJO)
A group of agency units of Prudential Assurance Company Singapore (Pte) Limited
Reg no. 199002477Z (204/06Jun23)

www.prudential.com.sg/fc-info

Our Awards

2023
MULTI-MILLION DOLLAR AGENCY
President’s Club AL Winner – Group Second
Agency of the Year (GAM) – 1st Runner Up
Premier Agency (Summit)

2022
Multi-Million Group Agency
President’s Club AL Winner – Group Third
Group Agency of the Year (GAM) – 2nd Runner Up
Premier Agency (Platinum)

2021
Multi-Million Group Agency
President’s Club AL Winner – Group Third
Group Agency of the Year (GAM) – 2nd Runner Up
Premier Agency (Platinum)

2020
MULTI-MILLION DOLLAR AGENCY
President’s Club AL Winner – Group Third
Agency of the Year (SFSD/FSD) – 2nd Runner Up
Group Agency of the Year (GAL) – 1st Runner Up

2019
MULTI-MILLION DOLLAR AGENCY
President’s Club AL Winner – 2nd Runner Up
Agency of the Year (SFSD/FSD) – 1st Runner Up
Premier Agency (Platinum)

2018
MULTI-MILLION DOLLAR AGENCY
Agency of the Year (SFSM) – 1st Runner Up
Agency Development Award – 1st Runner Up

2017
Million Dollar Agency
Agency of the Year (FSM) – 2nd Runner Up
Rookie Agency of the Year – 1st Runner Up
Premier Agency (Bronze)

2016
Million Dollar Agency
Premier Agency (Bronze)

OUR MISSION

To provide

Financial Security and Peace of Mind through advice and recommendations motivated by Genuine Care and Love for our clients.

OUR VISION

To set the Gold Standard

for the Insurance Industry by striving to be one of the top agencies in terms of Productivity, Work Satisfaction as well as Client Servicing Quality.

OUR MISSION

To provide

Financial Security and Peace of Mind through advice and recommendations motivated by Genuine Care and Love for our clients.

OUR VISION

To set the Gold Standard

for the Insurance Industry by being Number One in terms of Productivity, Work Satisfaction as well as Client Servicing Quality.

Meet The Team

Charles Juay

Prudential Group Financial Services Director

Agency leader of Charles Juay Organisation (CJO), first formed in 2015 with only a team of 5, Charles have built a Multimillion-dollar group with 6 agencies today consisting of more than 60 financial consultants and employees. Many of them are TOT, COT and MDRT producers who have won multiple rank awards in the principal company. Being a certified Neuro Linguistic Programming (NLP) Master Practitioner, Charles have incorporated NLP techniques into his training and coaching sessions. Despite being a successful business owner, Charles is also the youngest Senior Financial Services Director to be promoted to Group Financial Services Director in his principal company at 29 years old.

The agency has been one of the top 3 agency in the principal company every year and still experiences a double-digit percentage growth year on year ever since it was founded. Charles aspires to be an agency leader that can continuously bring out the best in others and allow everyone to realise and unleash the potential of every individual in the agency.

With the shared vision of every agency leader in Charles Juay Organisation of striving to be one of the top agencies in the financial services industry in terms of productivity, work satisfaction and client servicing standards. He believes that no man is an island, and this vision can only be achieved as one united agency.

 

Dion Tan

Prudential Financial Services Director (Associate Financial Consultant)

One of the youngest in the whole of Prudential to be promoted as a Financial Services Director at the age of 27, Dion is an extremely shy introvert who started his career in 2016 at the age of 22. Through the proven systems and environment formed in CJO, Dion is now leading his Million Dollar Agency and have groomed several Million Dollar Round Table (MDRT) and Court of the Table (COT) members. Because of the experience he has went through, from a person at the extreme end of the spectrum of being extremely shy, he seeks to groom more individuals who wishes to discover more about themselves and to work with them to reach potentials not discovered.

 

Francis Koh

Prudential Financial Services Director (Chartered Financial Consultant)

Francis’ previous job stint at a Big 4 Auditing Firm left a deep impression on him in the areas of mentorship, having a strong supportive culture and building a safe environment for associates to thrive in. Starting out as a Financial Consultant, he has been a year-on-year MDRT qualifier for the past 6 years while building his team of associates and now running a Multimillion Dollar Agency. He has groomed several TOT, COT and MDRT Financial Consultants since. Being a very systematic leader, he have developed and co-designed sets of trainings and systems which many Financial Consultants have implemented, and therefore repeatedly qualify for awards in their career.

 

Lester

Prudential Senior Financial Services Director

Empathy and compassion are the two qualities in Lester that makes him a fatherly figure not only for his daughter and also in CJO. Having joined CJO the year 2017, he is now guiding and serving the financial consultants in CJO while managing his own team. Lester has always believed in leading through the ways of servant leadership, seeking to achieve the vision and goals of the agency by providing strong support and assistance to everyone in CJO. Being a business owner previously, he have seen how the well established systems in CJO, together with the positive environment built over time, will definitely help one to excel, grow and be sustainable in their business.

 

Kengi Koh

Prudential Senior Financial Services Manager

 

Kayth Lim

Prudential Financial Services Manager

Kayth is one of the youngest and few female leaders in the industry. Often referred to as the “CEO” (Chief Entertainment Officer) of CJO, her steadfast yet bubbly personality makes her approachable, dependable, and loved by all. Stepping into the leadership role, she aims to empower others to grow out of their comfort zone, and inspire them to be a better and more fulfilled version of themselves. She prides herself in taking care of those who seek guidance from her and is always selflessly ready to lend a helping hand. In her free time, she seeks to expose herself to new experiences and would spare no effort in spending time with people that have faith in “Kayth”.

 

Calista Lim

Prudential Financial Services Manager (Chartered Financial Consultant)

One of our finance guru in CJO. She is one of our most senior members since CJO started as a small agency in 2015 after completed her degree in National University of Singapore. Having graduated from National University of Singapore, major in Biology, many were taken aback from her move to join the insurance industry back then. Calista however proved many that being is the insurance industry was the best choice anybody can make with her 2nd MDRT today and being qualified as a Chartered Financial Consultant (ChFC). Her parents always tell her that any problem that can be solved with money is never a big problem. This has inspired her to constantly upgrade herself and do proper financial planning for her clients and loved ones so that our time on earth can be spent on the things that really matters.

Dominic Tan

Prudential Associate Financial Services Manager

 

Leslie Tay

Prudential Associate Financial Services Manager

A loving father and husband, his drive to do well comes from his beautiful family of 3 kids and his wife. The drive was powerful enough where he stepped out of his career in the Air Force of over 7 years. A give-it-all attitude, he even used to drive Grab Car after his hectic workday till midnight, to provide the best he could as the sole bread winner a year back. Today, life have changed drastically for Leslie after achieving his MDRT with CJO. Leslie stands by never saying no to his family reasonable requests and working hard towards it even if he doesn’t have the means of getting it now.

Justin Heng

Prudential Financial Services Manager 

Clarence Lee

Prudential Financial Services Director

 

Peiyi Tang

Prudential Executive Financial Consultant (Private Wealth Consultant) MDRT 2019, COT 2020, TOT 2021, TOT 2022, TOT 2023, TOT 2024

4 years of auditing experience in the Big 4, Peiyi embarked on her career as a financial consultant in Prudential. This is her 5th year serving her family of clients and friends.

Peiyi believes that everyone she crosses paths with deserves to be heard and is passionate in helping her clients plan better for their future with her expertise and experience in dealing with over 500 clients in the #Peiyitforward community.

Ranked 3rd in the whole of Prudential Singapore in 2020 and 2021, Top 10 Financial Consultant in 2019, and Top 10 Rookie Financial Consultant in 2018. She has also achieved Top of the Table (TOT), Court of the Table (COT), Million Dollar Round Table (MDRT) in her career with Prudential since 2018, which are accolades that are recognised worldwide. Peiyi is a firm believer of constant learning and having good work ethics, and she strives to improve herself to add value to her clients and people around her.

Clarissa

Prudential Senior Financial Consultant (Private Wealth Consultant) MDRT 2020, COT 2021, COT 2022, TOT 2023, TOT 2024

After starting her first job in local bank after completing her degree, graduating with a second higher class honours in Banking and Finance, Clarissa made the leap of faith to become a financial consultant even in the midst of gaining much recognition and approval due to her high work ethics in her workplace. Since then, she had not looked back with her short span in this career of 4 years, Clarissa have gained many recognitions, such as being listed as the top Rookie in her early year, top 10 financial consultant for multiple years and clearing her MDRT in her first full business year. Clarissa aims to provide her client with very personalised and personable services by still handling her client engagements personally. Her services are highly backed by numerous testaments from her clients as she aims to touch more individual lives through word of mouth as she moves into her life milestone of being a Mum.

Alene Poh

Prudential Master Financial Consultant (Private Wealth Consultant) MDRT 2016, MDRT 2017, COT 2018, COT 2019, COT 2020, TOT 2021, TOT 2022, TOT 2023, TOT 2024

Ex air stewardess turned Private Wealth Consultant. Alene did her first Million Dollar Round Table in her first year in 2015, following many more awards like Court of the Table (COT) and Top of the Table (TOT) after. As a young mother of 2 beautiful daughters, Alene is still challenging herself in her career in many ways. Alene focuses heavily on client servicing, coming up constantly with ideas on how to better service her clients and to ensure a sustainable business driven by constant referrals. She also teaches on adapting with the new norm and how to bring our business online and yet still create an amazing client experience.

Amanda Quek

Prudential Master Financial Consultant TOT 2023

Grace Tong

Prudential Senior Financial Consultant. (Private Wealth Consultant) MDRT 2020, COT 2021, COT 2022, TOT 2023

Driven by the passion to make a difference in others’ lives, Graduating from National Technology University of Singapore with honours in Aerospace Engineering and Economics, Grace held a high paying position in an investment bank, which she in turn did a switch and it became the most impactful decision of her life. In a short span of 4 years in her career, Grace had the recognitions of being listed in the top 30 financial consultants in Prudential for multiple years, and had cleared MDRT in just her first full business year following many other awards later. Grace believes in consistently putting her 100% to understand the goals of every individual she meets, and work together to provide a solution personalised for each unique client. Grace strives is to be a trustworthy Financial Consultant to all her clients and to ensure a comfortable financial future for all of them with her experience in managing more than 300 clients till date.

Meteor Tan

Prudential Master Financial Consultant. TOT 2023, COT 2024

 

Koh Jun Sheng

Prudential Executive Financial Consultant. MDRT 2023, COT 2024

 

Leslie Tay

Prudential Senior Financial Consultant. MDRT 2021. MDRT 2022, MDRT 2023

A loving father and husband, his drive to do well comes from his beautiful family of 3 kids and his wife. The drive was powerful enough where he stepped out of his career in the Air Force of over 7 years. A give-it-all attitude, he even used to drive Grab Car after his hectic workday till midnight, to provide the best he could as the sole bread winner a year back. Today, life have changed drastically for Leslie after achieving his MDRT with CJO. Leslie stands by never saying no to his family reasonable requests and working hard towards it even if he doesn’t have the means of getting it now.

Marcus Goh

Prudential Senior Financial Consultant. MDRT 2021, MDRT 2022, MDRT 2023

Marcus is a guy that explores new initiatives and seeks growth outside of his comfort zone, he is driven and willing to share his insights with the CJO family. This great personality of his have helped him achieve his first MDRT within his first 2 years of his career. His personal goal is to be courageous and live life to the fullest, to strive to be better than yesterday, and to inspire others to do the same.

Ulyssa Lee

Prudential Senior Financial Consultant (Private Wealth Consultant) MDRT 2021, MDRT 2022, MDRT 2023

As one of the pioneers when Charles Juay Organisation just started off, she’s now into the 7th year of her career. With more than half-a-decade experience and achieving her MDRT, she exemplifies the statement of “Millennials have what it takes to stick by a career they are passionate about!”  Ulyssa aims to bring joy and happiness to the people around her by striving to become a better version of herself.  She hopes to be able to travel to as many countries as possible with her partner and love ones.

Kimberly Lee

Prudential Senior Financial Consultant. MDRT 2021. MDRT 2022

Embodying the spirit of the MDRT Whole person concept, Kimberly strongly believes in finding balance between work and health by juggling her time between engaging in meaningful conversations with her clients, while still finding time to get a good endorphin fix in on a day-to-day basis.

Coming from a Public Relations background having to engage with clients and the media, she executes strategic thinking and relationship-building skills in her work while helping her clients and loved ones reach their desired financial goals overtime.

 

Lee Jia Qi

Prudential Senior Financial Consultant. MDRT 2021, MDRT 2022, MDRT 2023

Our youngest MDRT member. Gone are the days where people doubted her due to her young age when she entered the industry years back. Determined to change the perspective others had on young advisers, she worked day and night to prove her commitment in this career, and MDRT became her proud badge of achievement. She strives to be knowledgeable in order to make an impact to the people around her as she wants to be remembered as someone who is loving and caring when she leaves this world one day.

Abdul Jawad

Prudential Senior Financial Consultant. MDRT 2021, MDRT 2022, MDRT 2023

Joining CJO with prior experiences, Jawad cleared his elusive MDRT with the platform and support provided by CJO. With close to 7 years of experience under his belt and 2 years achieving MDRT, he is now enjoying his new phase of life being a Dad in his new home. Jawad is also looking to embark on as a leader by recruiting and grooming likeminded individuals. He seeks to guide his mentees into discovering and growing their potential while achieving their goals.

Lydia

Prudential Executive Financial Consultant (Chartered Financial Consultant) MDRT 2021, MDRT 2022, MDRT 2023

One of our most senior members since Charles Juay and Associates started as a small agency in 2015. Having achieved her MDRT in 2020, she is an inspiration to many who strives towards the international accolade. She proved that with much grit and constant improvements over time, a never-say-die attitude will bring much rewards eventually. Lydia is also one of our Chartered Financial Consultant (ChFC) in CJO, a testament to her learner’s attitude and serve her clients with high professionalism. She wishes to be able to live life on her own terms before 35 and to be able to travel for long holidays as and when she likes.

This could be your spot

Interested to join the team?

Charles Juay Organisation

  • 19 Carpenter Street #04-01 Singapore 059908
  • admin@charlesjuayorganisation.com
  • +65-8787-6797
  • 09:00 AM - 06:00 PM