Wealth Manager
+65 9099 1022
Life Insurance, Wealth Management
Embracing a holistic approach to financial planning, I dedicate time to understand each client's unique situation, goals, and values. My commitment to personalized service drives me to work closely with my clients, customizing financial plans that align with their aspirations.
Throughout my career, I’ve had the privilege of serving clients from diverse backgrounds, including high-net-worth individuals. Witnessing my clients' financial growth and celebrating their achievements brings me immense pride and fulfilment. I’m devoted to helping you achieve your goals and navigate the complexities of personal finance with confidence and clarity!
Fun fact: Ex-RM; almost a yoga instructor!
Yoga has become my constant companion. A space to disconnect and reconnect with myself. It goes beyond physical exercise; it keeps me grounded and encourages balance beyond the mat. This connection extends into my relationships, work, and daily interactions, guiding me with grace and compassion through life’s complexities.
Pui Ling takes time to assess my portfolio and recommended me the most suitable plans for my retirement goal. She definitely puts my interest before hers.
Geraldine, 32
Client Advisor Assistant, UOB Private Banking
Pui Ling understands my needs and is able to answer my queries and clear my doubts. She is approachable and advises me according to my needs.
Xue Wei, 35
Client Advisor Assistant, OCBC Premier Private Banking