Financial Services Consultant
Financial Services Consultant
Zhanyi is a Financial Services professional with 9 years of experience. He started his career as an external auditor with KPMG Singapore in Oct 2009 specialising in financial, process and compliance audits for banks such as Maybank, ANZ Bank and etc. He later advanced in his career as Assistant Vice President with DBS Bank Limited and Associate Director for Bank Julius Baer & Co. Ltd. where he was able to deepen his understanding of clients ranging from Mass Market, Mass Affluent to High Net Worth Individuals (including Accredited Investors).
The million dollar question is why the switch?
Zhanyi is an avid fan of financial planning who started as early as 21 years old even though he was still an undergraduate. He would work part time during school vacations to fund for his savings and insurance plans. Albeit the coverage was small, it was something to him and his family.
Upon graduating, he updates his insurance and investment portfolio on an annual basis and also on an ad-hoc basis whenever he got a promotion or pay increment at work.
Soon after, he realised that it spark a lot of joy in him whenever his friends and family heeded his advice to embark on their financial planning journey.
So here he is, embarking on a career to professionally advise everyone on their financial planning needs and walk the journey with them and their family.
Find out more on what others have to say about Zhanyi under his Wall of Trust. Zhanyi can't wait to embark on a fruitful financial planning journey with you and your family.
Wall of Trust
Testimonials & Referral Notes
Zhanyi helped me with my Personal Accident coverage and Children's Education Savings needs in a professional and efficient manner. Fuss-free, easy to deal with and no hard selling. Highly recommended!
Lim Yong Ciat, 33, Chief Financial Officer, Elitez Pte Ltd
I agreed to meeting up with Zhanyi thinking I am helping a friend who just joined the Financial Services industry and I ended up being the one who received help from him. He did a great job analysing my financial health, rendering advices addressing my areas of concern and at the same time wasn't pushy nor hard selling any products to me. Keep going and all the best to Zhanyi and his clients.
Chui Yew Wah, 47, Vice President, UOB Bank
Meet Zhanyi, a straightforward and ernest Financial Services Consultant who was able to get my Personal Accident coverage in place effectively and efficiently.
Low Ying Yuan, 26, Engineer, REC Solar Pte Ltd
Zhanyi is understanding and accommodating to my financial situation. He assisted to plan and provided me with in-depth knowledge pertaining to financial planning.
Zeng Yixian, 35, Engineer, Tindo Pte Ltd
Cheerful and attentive to my needs, Zhanyi not only helped me to understand my financial situation in detail, he also helped to put together a plan that meets all my insurance and savings needs. Most importantly, the plan was within my budget.
Lin Xiang, 33, Manager, J'S United Co Pte Ltd