Sissi Goh, Chfc, Clu, Tep
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Sissi Goh, Chfc, Clu, Tep Email & Phone Number

Award-winning Author/Certified HNW Advisor/ Certified Family Office Advisor/Tedx Speaker at Groupe Prestige Pte. Ltd.
Location: Singapore, Singapore, Singapore 8 work roles 2 schools
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Current company
Role
Award-winning Author/Certified HNW Advisor/ Certified Family Office Advisor/Tedx Speaker
Location
Singapore, Singapore, Singapore
Company size

Who is Sissi Goh, Chfc, Clu, Tep? Overview

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Sissi Goh, Chfc, Clu, Tep is listed as Award-winning Author/Certified HNW Advisor/ Certified Family Office Advisor/Tedx Speaker at Groupe Prestige Pte. Ltd., a company with 1 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Sissi Goh, Chfc, Clu, Tep.

Sissi Goh, Chfc, Clu, Tep previously worked as Chief Executive Officer at Groupe Prestige Pte. Ltd. and Financial Advisory Manager at Financial Alliance Pte Ltd. Sissi Goh, Chfc, Clu, Tep holds Postgraduate Diploma In International Trust Management, Trust And Estate Practitioner (Tep) from Step | The Society Of Trust And Estate Practitioners.

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Email format at Groupe Prestige Pte. Ltd.

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Groupe Prestige Pte. Ltd.

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Profile bio

About Sissi Goh, Chfc, Clu, Tep

I am Sissi Goh, the legacy planner in Singapore, and the award-winning author of the book 'Wealth Management Isn't Just for The Rich'. I advise clients across the whole spectrum of wealth management and I specialise in family inheritance and succession planning.I have experience in private wealth and hedge fund consulting. I am a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Registered Trust and Estate Practitioner (TEP), Certified Legacy Planning Associate (CLPA), Certified High Net Worth Advisor and Certified Family Office Advisor. I am a full member of Society of Trust and Estate Practitioners (STEP) and the youngest founding member of Asia Estate Planning Association (AEPA).I graduated with a Master of Public Administration in International Finance Policy and Management, from Columbia University, in the City of New York. My philosophy is that an individual's real wealth encompasses both financial and psychological aspects and that everyone can enrich their lives by adopting some of the principles of the wealthy.Work aside, I am an avid follower of the performing arts. I composed and released my first CD at the age of 16. I do Belly Dance, Bachata and Salsa in my free time and I performed at theatres and corporate functions. I am an active member of the Rotary Club of Singapore and I love to contribute meaningfully to the society. In addition, I am a Certified Enneagram Coach. I have been investing in my personal and professional growth, and I enjoy inspiring people around me with my positivity and appreciation of life.

Listed skills include Economics, Strategy, Project Management, Investments, and 33 others.

Current workplace

Sissi Goh, Chfc, Clu, Tep's current company

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Groupe Prestige Pte. Ltd.
Groupe Prestige Pte. Ltd.
Award-winning Author/Certified HNW Advisor/ Certified Family Office Advisor/Tedx Speaker
Singapore
Employees
1
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8 roles

Sissi Goh, Chfc, Clu, Tep work experience

A career timeline built from the work history available for this profile.

Financial Advisory Manager

Current

Singapore, SG

  • Educate clients on the 5 pillars of wealth: Protection, Maintenance, Accumulation, Enhancement and Distribution
  • Establish clients’ financial goals, analyse & evaluate information and develop plans and recommendations for them
  • Conduct courses and workshops at companies and social club events to educate people about wealth management
May 2018 - Present

Thinkfluencer

Current

Menlo Park, California, US

Tigerhall is a mentor media platform that aims to close the gap between what academic education teaches and what people actually need to succeed in the real world. I leveraged my years of professional experience to share my industry expertise in a podcast for Tigerhall, available to download on App Store or Google Play.

Jan 2021 - Present

Executive Wealth Consultant

Axa

Paris, FR, FR

  • Generate quarterly fund reports and investment recommendations by analyzing market trends and movements
  • Identify clients’ needs and deliver high professional standard of wealth accumulation solutions to them
Dec 2015 - May 2018

Project Manager

New York, NY, US

  • Analyzed financial, social and environmental returns of infrastructure investments
  • Prepared scorecard for bond valuation, assessed risks and accomplished a multiple account cost-benefit analysis for green bond investments, and presented reports with recommendations detailing financial & S-NPV
Dec 2014 - Nov 2015

Hedge Fund Analyst

New York, New York, US

  • Researched on global macroeconomics and geopolitical trends that affect Asian economics
  • Analyzed companies’ financial statements, ratios and price multiples and reported findings to investment advisors
  • Assisted the due diligence team in its investigations on a number of Asia-based hedge funds
  • Accessed strengths and weaknesses of managers and assisted in creating managers’ summaries
Jan 2013 - Dec 2014

Wealth Management Summer Analyst

Singapore, SG

  • Interviewed 44 high-net-worth clients using Human Centered Design approach to learn about their banking and lifestyle preferences and generate ideas to make banking services at Asia Treasures more exclusive and.
  • Assisted in producing a comprehensive business plan to make Asia Treasures a 24/7 first-class digital banking lounge
Jun 2014 - Aug 2014
2 education records

Sissi Goh, Chfc, Clu, Tep education

Postgraduate Diploma In International Trust Management, Trust And Estate Practitioner (Tep)

Step | The Society Of Trust And Estate Practitioners

Master Of Public Administration (Mpa), International Finance And Economic Policy, Management

Columbia | Sipa
FAQ

Frequently asked questions about Sissi Goh, Chfc, Clu, Tep

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What company does Sissi Goh, Chfc, Clu, Tep work for?

Sissi Goh, Chfc, Clu, Tep works for Groupe Prestige Pte. Ltd..

What is Sissi Goh, Chfc, Clu, Tep's role at Groupe Prestige Pte. Ltd.?

Sissi Goh, Chfc, Clu, Tep is listed as Award-winning Author/Certified HNW Advisor/ Certified Family Office Advisor/Tedx Speaker at Groupe Prestige Pte. Ltd..

Where is Sissi Goh, Chfc, Clu, Tep based?

Sissi Goh, Chfc, Clu, Tep is based in Singapore, Singapore, Singapore while working with Groupe Prestige Pte. Ltd..

What companies has Sissi Goh, Chfc, Clu, Tep worked for?

Sissi Goh, Chfc, Clu, Tep has worked for Groupe Prestige Pte. Ltd., Financial Alliance Pte Ltd, Tigerhall, Axa, and Morgan Stanley.

How can I contact Sissi Goh, Chfc, Clu, Tep?

You can use AeroLeads to view verified contact signals for Sissi Goh, Chfc, Clu, Tep at Groupe Prestige Pte. Ltd., including work email, phone, and LinkedIn data when available.

What schools did Sissi Goh, Chfc, Clu, Tep attend?

Sissi Goh, Chfc, Clu, Tep holds Postgraduate Diploma In International Trust Management, Trust And Estate Practitioner (Tep) from Step | The Society Of Trust And Estate Practitioners.

What skills is Sissi Goh, Chfc, Clu, Tep known for?

Sissi Goh, Chfc, Clu, Tep is listed with skills including Economics, Strategy, Project Management, Investments, Analytical Skills, Stata, English, and Market Research.

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