Liu Jun, Jonathan

Senior Wealth Manager

MAS Rep No: LJX200212262

Languages: English, Mandarin

Industry Experience: 24 years

liujun@phillip.com.sg

ABOUT ME

I joined the financial services industry since 2001 and have served many clients from different backgrounds. I have solid fundamental knowledge about investment with my Master degree of Applied Finance and am a professional practitioner with Chartered Financial Consultant and Certified Financial Planner qualifications. To assist clients to achieve their financial goals has always been my personal call of practice in the financial service industry.

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

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

Other Specialties

Securities Advisory Services

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

GET IN TOUCH

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Liu Jun, Jonathan

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Liu Jun, Jonathan

ABOUT ME

MY PROFESSIONAL SERVICES

GET IN TOUCH

PROMOTIONS

Quick Links

Contact Us

Connect With Us