As a Unit Manager at Summit Planners Pinnacle, I provide advisory work on wealth management, VCC fund/family office set-up, wills & trusts, as well as immigration/education services in Singapore. I help clients to optimize their assets, protect their wealth, and plan their legacy with customized and holistic solutions.My core competencies include new business development, marketing, and relationship management. I have successfully generated and closed multiple high-value deals with local and overseas investors, entrepreneurs, and families, leveraging my strong network and communication skills. I am passionate about enabling clients to achieve their financial goals and aspirations with innovative and tailored strategies.