Wealth Asia – Wealth Management Sales Associate

We provide comprehensive financial services to clients in Singapore. Clients will benefit from investment management to estate planning, in addition to specific wealth management products and services.

We Understand Your Portfolio

We seek to understand your portfolio and financial objectives. Each components of your portfolio such as investments, emergency fund, free cash flow, diversification are all interlink, hence we will make sure that investment decisions made are not made independently and in isolation from each factors.

We Will Help To Organise Your Wealth

We ensure that your wealth is structured. From asset allocation, trust creation to wealth protection, our Wealth Advisory team will ensure that all these are properly managed so that you can have a piece of mind. We offer technical expertise in structuring your wealth and legacy planning, through the use of various instruments by the leading insurance institution.

We Will Help To Invest Your Wealth

Planning and execution of the plans are vital in any portfolio management, and the team has years of experience and knowledge to fulfill your needs. We understand that every detail of your portfolio are critical, hence we will ensure that your wealth and needs are being analyze and plan objectively. With a huge range of global products and services, Wealth Asia will ensure that only the right tools will be use for your portfolio.