Alyssa Chen

Wealth Manager

MAS Rep No: CJ-300072739

Languages: English, Mandarin

Industry Experience: 2 years

Alyssachen@phillip.com.sg

ABOUT ME

Meaningful financial planning begins with genuine human connection. I love getting to know the real person behind the portfolio, their life stories and aspirations. Having entered the industry through a university internship and later working within a tied agency, I recognized early on that true client advocacy requires absolute freedom. That is why I transitioned to Phillip Capital, leveraging partnerships with over 35 insurers to deliver completely unbiased, market-wide strategies. Beyond the numbers, I’m a lifelong learner who brings that same authentic energy to everything, whether challenging myself through diving and aerial hoops, or channeling deep focus into playing the Guzheng.

MY PROFESSIONAL SERVICES

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

Life Insurance

Protect yourself while being able to provide a sum of money when the policy matures

General Insurance

With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity

Managed Account (Unit Trust Only)

Individually managed discretionary investment portfolios with Unit Trusts as underlying assets, beneficially owned by individual investors.

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

GET IN TOUCH

TESTIMONIALS

I had my first consultation with Alyssa, and it was an incredibly insightful and productive experience. Before our session, she took the initiative to review my existing policies and tailored the discussion to ensure everything was relevant to my situation. I gained a deeper understanding of the company, and Alyssa helped me make fair comparisons between plans from different providers. She also explained the key factors to consider when making informed decisions about my coverage. What stood out most was her client-first approach—she focused on my needs and goals without any hard selling, which I really appreciated. I look forward to learning more from her!

Vanessa Neo

Client

2025