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

 
 
Trade Gold for...
Be the top trader and win a ½ oz PAMP Gold Bar...
 
 
Build Your Fund...
Earn rewards of up to S$30 per S$10,000 invested in eligible Unit...
 
 
Earn up to...
CDP Mass Share Transfer Promotion — Extended Till 30 Jun 2026.
 
 
EQDP appointed manager...
Promotion available from 16 March to 19 June 2026. Initial offering period...
 
 
Start your Investment...
Unlock stock coupons worth S$200 & get rewards up to S$1,000
 
 
Permanently No Minimum...
For SGX listed Daily Leverage Certificates (DLC) and Structured Warrants!