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Português
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Shun
@shunliang
Singapura
Inglês
Sobre mim
I am a licensed Financial Advisor in Singapore where I specialise in Investments, Wealth accumulation strategies and also Retirement Planning. I particularly focus on high net worth individuals whom are close to their retirement age.
With extensive experience and knowledge in the field, I bring a deep understanding of financial markets and various financial securities like ETFs, unit trusts, private assets, individual stocks. I possess a keen eye for identifying lucrative opportunities in current economic situations.
Habilidades
Shun
offline •
Conheça meus serviços
Orçamento e Previsão
I will provide advice on your investment portfolio
Experiência profissional
Senior Wealth Planner
Great Eastern • Período integral
Apr 2022 - Present • 4 yrs 1 mo
• Provided holistic wealth advisory to mass affluent and HNW pre-retirees, specialising in CPF optimisation, retirement planning, and unit trust solutions from asset managers such as Allianz, PIMCO, Lion Global, and JPMorgan. • Advised clients on diversified portfolio construction across unit trusts, ETFs, government bonds, and equities, aligning recommendations with long-term growth objectives and individual risk profiles. • Interpreted macro trends, rate movements, and credit conditions to translate market developments into clear client implications, recommending asset allocation adjustments aligned with each client’s objectives, risk appetite, and liquidity requirements. • Advised HNW clients & Accredited Investors, conducting portfolio reviews and evaluating exposures across global equities, fixed income, hedge funds, and private credit/equity/infrastructure strategies, while identifying rebalancing needs and key performance drivers.
