Senior Relationship Manager
Languages: English, Mandarin
Industry Experience: 19 years
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 Services
Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis
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
Mark Gor
Client
Feb 2024
Angeline Chan
Client
Jan 2024
Sek Hong Lee
Client
Nov 2023
Hon Chinleng
Client
Jul 2023
Shane Yeap
Client
Jul 2023
Simon Tan
Client
Jul 2023
Suresh Punjabi
Client
Jul 2023