Executive Senior Financial Consultant
CurrentAdvise clients (individuals/companies) on their financial services needs. Provide full spectrum of insurance services, and financial planning related services, especially with tied up services from partners (banks, law firms, Trust Co. etc...)Specialized areas:Insurance: niche plans from GE Life, boutique plans from General Insurance providers. Financing: To Enhance return of your wealth portfolio with favorable interest rates from banks partners, esp. for Mass Affluent Markets.Retirement, estate planning; especially for Offshore clients. (outside Singapore)