Cathy Zhang

Senior Relationship Manager

Languages: English, Mandarin

Industry Experience: 17 years

ABOUT ME

Ms Cathy Zhang joined Phillip Securities in 2010. With over a decade of experience in the financial industry, she holds the Certified Financial Planner (CFP®) designation. Cathy specialises in serving High Net Worth Individuals, with a strong focus on capital growth and income generation strategies. Her areas of expertise include managed accounts, corporate bonds, mutual funds, and private funds, among other investment solutions. She is an Achiever of the prestigious Million Dollar Round Table (MDRT) and has won top performer award among 10 Phillip Investor Centres in 2020, 2023 and 2024.

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

  • Million Dollar Round Table (MDRT)
    (2025)
  • Best PIC
    (2024)
  • Best PIC
    (2023)
  • Best Managed Account
    (2020)
  • Best PIC
    (2020)

GET IN TOUCH

PROMOTIONS

 
 
Real-Time Hong Kong...
Now Free on Mobile for all POEMS clients
 
 
Chinese New Year...
Hooves of fortune. Ride into prosperity and win a gold bullion.
 
 
Save the Date!
Be part of PhillipCapital’s 50th Anniversary Blood Donation Drive with Singapore Red...
 
 
Amova selected ETFs...
Receive S$30 Bonus Credits per S$300 Regular Investment into Amova ETFs!* Up...
 
 
Trade Gold for...
Be the top SPDR Gold Shares trader and win a ½ oz...
 
 
Welcome Gifts for...
Open a Cash Plus Account with SMART Park opt-in can enjoy rewards...