Nathanael Soh 苏勇杰
Financial Services Consultant
Summit Planners Dunn & Partners
representing
Manulife Financial Advisers Pte Ltd.
RNF No: NS-300648627
Nathanael Soh 苏勇杰
Financial Services Consultant
Summit Planners Dunn & Partners
representing
Manulife Financial Advisers Pte Ltd.
RNF No: NS-300648627
I bring expertise in wealth management and advisory services to the table. I have had the privilege of working with a prestigious local bank, providing tailored financial solutions to high-net-worth individuals & families.
My journey in wealth management began with a commitment to understanding my client’s unique financial goals and aspirations. I have developed a deep understanding of various asset classes, investment strategies, and risk management techniques, allowing me to offer comprehensive and customised financial advice.
Throughout my career, I have successfully built and managed diversified investment portfolios, balancing the pursuit of financial growth with risk mitigation. I have navigated clients through a bear market, always striving to optimize their financial positions.
Building good client relationships with effective communication has always been the core of my approach. I take pride in establishing trust and providing transparent guidance to help clients make informed decisions. My dedication to staying current with market trends and regulatory changes ensures that my clients are well informed and positioned for success in an ever-evolving financial landscape.
In addition to my technical expertise, I am skilled at creating strategic financial plans, retirement planning, and estate planning. I am committed to fostering long-lasting partnerships, and my passion for helping clients achieve financial prosperity is what drives me every day.
I look forward to connecting with clients seeking expert guidance on their financial journey, as well as professionals who share my enthusiasm for wealth management and advisory services. Let’s connect and explore how I can contribute to your financial success.
Important Notes::
- Manulife Financial Advisers Pte Ltd is a financial adviser licensed by the Monetary Authority of Singapore. Please refer to https://eservices.mas.gov.sg/fid/institution/detail/200255-MANULIFE-FINANCIAL-ADVISERS-PTE-LTD
- You can visit the website of Manulife Financial Advisers Pte. Ltd. at https://manulifefa.com.sg/
- Investment carries certain risks. You should not just rely on results as an indication of your financial needs. You should understand and familiarize yourself with any investment and the associated risks before investing. You are also recommended to seek professional advice.
- Some of the contents pertain to information or services from a person or company and is unrelated to Manulife Financial Advisers Pte Ltd (“Manulife FA”). For the avoidance of doubt, such information or services are not provided by Manulife FA and is accordingly indicated.