With a wealth of experience from his internship at DBS Private Bank (Greater China sector), Guanqi gained valuable insights into the financial industry. He further honed his expertise in retail banking as a Wealth Planning Manager at DBS Bank, where he learned the critical importance of financial management and customer-centric advice.
Guanqi's passion lies in helping clients navigate their financial journeys through investments (Unit Trusts, Money Market Funds) and insurance (Life and General Insurance). His dedication to seeking and striving for excellence ensures that every interaction with him is a new learning journey.
MY PROFESSIONAL SERVICES
Stocks & Shares
Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc
Unit Trust
Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money
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
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