Senior Financial Services Manager
MAS Rep No: LST300401980
Languages: English
Industry Experience: 9 years
Other Specialties
Life Insurance
Protect yourself while being able to provide a sum of money when the policy matures
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
Stocks & Shares
Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc
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
Amanda Hoi, Manager, EY
Client
Sep 2023
Theressa Lim, Vice President, Group HR Information System, CapitaLand
Client
Aug 2022
Parwinder Singh Grewal, Course Manager, Institute of Technical Education
Client
Aug 2021
Queenie Quek, Manager, National University Polyclinics
Client
Aug 2021
Maryline Renault, Global Marketing Vice President, Essilor Group
Client
Jan 2021