Meet Your #ChooseQuality
Financial Adviser Representative
Chloe Shen Jinli (沈金丽)
Financial Advisory Manager独立理财经理
Entering the financial industry in 2018, I've dedicated the past six years to delivering exceptional financial services. As an independent financial advisor hailing from a family with a strong research background - one of my family members being a scientist - I have a particular focus on catering to High Net Worth clients. This unique blend of scientific insight and financial expertise equips me with a solid foundation for navigating the intricate terrain of investments, insurance, and financial planning within this specialized sector.
What truly sets me apart is my unwavering commitment to objectivity, ensuring that every financial decision places your best interests front and center, devoid of biases or concealed motives. Your success is my utmost priority, and I prioritize your financial well-being above all else. You can place your trust in my comprehensive skill set, years of experience, and a client-centered approach, all tailored to steer you toward a more secure and prosperous financial future, with a specific emphasis on serving High Net Worth clients.
作为一名拥有六年金融领域经验，并在新加坡居住已逾13年的独立理财顾问，我一直将出身科研家庭的严谨细致和客观中立融入我的工作。
立足新加坡最大的独立理财公司，专注于海内外的华人精英和企业家们，为海内外高净值客户和家族办公室客户们提供度身定制的资产配置方案。
了解每位客户的独特需求，以客户为中心是我的服务宗旨。我会替您在整个市场，比对筛选，优中选优，帮您提供最合适的方案，助您实现财务目标。无论您是寻求家族传承、子女规划、退休养老，还是投资理财，我将为您提供最专业的建议和切实可行的战略，确保您的财务目标得以实现。您的满意，是我的努力方向！
我们不仅帮您做财富管理，寻求最适合的资产配置方案。
同时，我们持续招聘理财顾问，积极帮助新人成长并实现人生价值。
致力于打造新加坡最具有积极社会影响力、知识体系最硬核的华人精英保险团队！
