About 朱杰琳 Jolin Zhu
在我国，高净值人群对理财的需求日益增强，但大多数人面临理财知识匮乏的挑战。传统的理财机构，如私人银行和第三方理财公司，虽然在一定程度上满足了高净值客户的需求，但由于管理环节繁琐和效率低下，往往无法提供最佳的解决方案。此外，这些机构的理财经理受到销售业绩压力，可能会向客户推荐不适合的理财产品，这使得客户在理财过程中面临诸多痛点。 针对这一现状，我致力于提供全面、以客户为中心的独立理财规划服务，旨在解决高净值人群在理财中遇到的问题。我擅长的领域包括新加坡各类保险规划，退休规划、基金投资建议、房贷介绍、遗嘱及家族信托安排、家族办公室服务以及传承规划等。通过一站式服务，我能够为客户量身定制合适的理财方案，确保他们的财富能够得到合理配置和有效传承。 我的目标是帮助客户建立全面的理财规划体系，让每位高净值客户都能享受到专业、高效且透明的理财服务。
In China, the demand for wealth management among high-net-worth individuals is on the rise, yet many face the challenge of insufficient financial knowledge. Traditional financial institutions, such as private banks and third-party wealth management firms, partially meet the needs of high-net-worth clients. However, their complex management processes and inefficiencies often prevent them from providing optimal solutions. Additionally, financial advisors in these institutions may face pressure to meet sales targets, leading them to recommend products that may not be suitable for their clients, thus creating several pain points in the wealth management process.
In response to this situation, I am committed to offering comprehensive, client-centered independent financial planning services aimed at addressing the challenges faced by high-net-worth individuals in managing their wealth. My areas of expertise include various insurance planning in Singapore, retirement planning, fund investment advice, mortgage introductions, estate planning and family trust arrangements, family office services, and legacy planning. Through a one-stop service approach, I am able to tailor appropriate financial solutions for my clients, ensuring that their wealth is effectively allocated and preserved for future generations.
My goal is to help clients establish a comprehensive financial planning system, allowing each high-net-worth individual to enjoy professional, efficient, and transparent wealth management services.
