Singapore
Helping individuals and families protect, grow and diversify their wealth beyond borders. With experience in offshore wealth planning, I work with professionals, entrepreneurs and HNW clients to structure their assets globally - ensuring privacy, security and long-term financial growth. My focus areas include: - Offshore insurance and estate planning - Cross-border wealth transfer and legacy strategies - Asset protection and diversification I believe that wealth planning should not be limited by geography. By leveraging trusted international platforms and partners, I help clients achieve peach of mind knowing their wealth is structured efficiently and sustainably.
- Onboarding of offshore high-net-worth (HNW) clients, delivering a seamless and high-touch client experience. - Oversaw end-to-end case management, ensuring efficient processing, accuracy, and timely policy issuance. - Managed ongoing policy servicing, strengthening client relationships and ensuring consistent post-sale support
Private Wealth Services M5, M9, M9A, HI, BCP, PGI, CGI, M8, M8A
- Work on end to end process on Document system migration and ensuring compliance with regulatory cGMP requirements. - Performed data analysis on Microsoft Excel for Continuous Improvement (CI). - Carried out 5S to prepare for RQA Audit and FDA Audit.
- Equipped primary and secondary school students with requisite skills for acing examinations. - Empowered students with greater self-confidence and honed their leadership skills. - Acted as facilitator for overnight outdoor camps.
- Performed complete opening, closing and shift change duties to keep restaurant operating efficiently. - Interacted with customers and kitchen crew to serve correct orders.