*********

Senior Partner & Chief Investment Trainer, Wealth Management

phone

+65-6***-****

location

PENANG ROAD 238467


Verified 4 months ago

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Company Information

Company

industryWithGradientVISION ADVISORY MANAGEMENT PTE. LTD.

Website

globe************

Registration Number

registerWithGradient201509351G

Year of incorporation

flag2015

Ownership

ownershipPrivate Limited Company

Industry Category

industryWithGradientPROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES

Industry Classification

industryWithGradientMANAGEMENT CONSULTANCY SERVICES N.E.C.

Address

location103, PENANG ROAD, VISIONCREST, #03-01, 238467, Singapore
Experience

Mentoring SG

Career Mentor | Member of Mentoring SG

Dec 2023 - Present
vision-advisory-management-pte-ltd

vision advisory management pte. ltd.

Senior Partner, Wealth Management

Jan 2019 - Present
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vision advisory management pte. ltd.

Senior Partner, Wealth Management

Dec 2018 - Present

ACCESS Singapore Cryptocurrency and Blockchain Industry Association

Co-Head, Digital Currency Subcommittee, ACCESS

Aug 2017 - Aug 2019

ACCESS Singapore Cryptocurrency and Blockchain Industry Association

Co-Head, Digital Currency Subcommittee, ACCESS

Aug 2017 - Aug 2019

???????????????????????????????????? ???????????????????????????? ???????????? ???????????????? ???????????????????????????????????????????? (????????

Vice Chairman

Jan 2017 - Present

???????????????????????????????????? ???????????????????????????? ???????????? ???????????????? ???????????????????????????????????????????? (????????

Clan Treasurer | Chairman of Youth Executive Committee (???, ??????)

Jan 2017 - Present

???????????????????????????????????? ???????????????????????????? ???????????? ???????????????? ???????????????????????????????????????????? (????????

Clan Treasurer | Chairman of Youth Executive Committee (???, ??????)

Dec 2016 - Feb 2022
manulife-financial-advisers-pte-ltd

manulife financial advisers pte. ltd.

Assistant Vice President, Financial Services (Private Client Advisory)

Jan 2016 - Present
manulife-financial-advisers-pte-ltd

manulife financial advisers pte. ltd.

Assistant Vice President, Financial Services (Private Client Advisory)

Dec 2015 - Present
vision-advisory-management-pte-ltd

vision advisory management pte. ltd.

Assistant Vice President, Financial Services

Dec 2015 - Nov 2018
vision-advisory-management-pte-ltd

vision advisory management pte. ltd.

Assistant Vice President, Financial Services

Dec 2015 - Nov 2018
vision-advisory-management-pte-ltd

vision advisory management pte. ltd.

Senior Partner & Chief Investment Trainer, Wealth Management

May 2015 - Present
manulife-financial-advisers-pte-ltd

manulife financial advisers pte. ltd.

Senior Manager, Financial Services

Apr 2015 - Nov 2015
vision-advisory-management-pte-ltd

vision advisory management pte. ltd.

Senior Manager, Financial Services

Apr 2015 - Nov 2015
manulife-financial-advisers-pte-ltd

manulife financial advisers pte. ltd.

Senior Manager, Financial Services

Apr 2015 - Nov 2015
vision-advisory-management-pte-ltd

vision advisory management pte. ltd.

Senior Manager, Financial Services

Apr 2015 - Nov 2015

Singapore Teochew Sim Clan Association (??????????)

Vice Chairman

Mar 2015 - Present

???????????????????????????????????? ???????????????????????????? ???????????????????????????????? ???????????????????????????????????????? (?????????

Co-Founder, SDBN Business Community

Jul 2013 - Present

???????????????????????????????????? ???????????????????????????? ???????????????????????????????? ???????????????????????????????????????? (?????????

Co-Founder, SDBN Business Community

Jun 2013 - Present
zurich-insurance-company-ltd-singapore-branch

zurich insurance company ltd (singapore branch)

Senior Financial Adviser (Zurich Life Insurance Singapore Pte. Ltd.)

Apr 2012 - Apr 2015
zurich-insurance-company-ltd-singapore-branch

zurich insurance company ltd (singapore branch)

Senior Financial Adviser (Zurich Life Insurance Singapore Pte. Ltd.)

Apr 2012 - Apr 2015
singapore-furniture

singapore furniture

Senior Marketing Executive, Design Development

Oct 2010 - Apr 2012
singapore-furniture

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Senior Marketing Executive, Design Development

Oct 2010 - Apr 2012

Ministry of Home Affairs Singapore

Assistant Manager, Vocational Programmes (Singapore Corporation of Rehabilitative Enterprises)

Jun 2009 - Oct 2010

Ministry of Home Affairs Singapore

Assistant Manager, Vocational Programmes (Singapore Corporation of Rehabilitative Enterprises)

Jun 2009 - Oct 2010
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