Chloe Shen Jinli (沈金丽)

Financial Advisory Manager独立理财经理

(MAS REP No.: SJ-300004110)
您的高净值财富管理专家 Your High-Net-Worth Financial Planner

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,专注于海内外华人精英和企业家们,为海内外高净值客户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!

 

  • 想了解更多?约一对一咨询!请点击这里
  • Interested to find out more? Come for ONE-TO-ONE meeting! Please click
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Policy Annual Review 保单年检
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ENG 中文

Chloe Shen Jinli (沈金丽)

MAS REP No.: SJ-300004110

Financial Advisory Manager独立理财经理

您的高净值财富管理专家 Your High-Net-Worth Financial Planner

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,专注于海内外华人精英和企业家们,为海内外高净值客户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!

 

  • 想了解更多?约一对一咨询!请点击这里
  • Interested to find out more? Come for ONE-TO-ONE meeting! Please click
  • High Net Worth Plans including Universal Life (UL),

  • Indexed Universal Life( IUL),

  • Legacy, PPLI, VUL;

  • Retirement Plans and Education Funds ;

  • Critical Illness,  Term Life, Whole Life;

  • Employee Benefit Solution.

 

  1. 专为海内外华人企业家和家族办公室客户,提供基于新加坡的全球海外资产配置方案。

  2. 专注于大额保单,家族传承,离境国际保险,基金投资,投资理财,遗嘱和家族信托,高净值私人财富管理等。

  3. 真正以客户为中心的专业、中立,一站式全面财高净值富理财规划服务。

  4. 帮您实现合法的避债避税,家庭守护,资产增值,守富传富,代代相传。

 

  • 保单关键词:

新加坡保险, 新加坡定期寿险, 新加坡指数型万能寿险, 新加坡终身年金险,新加坡可变万能寿险, 新加坡私募保单PPLI, 新加坡投资连接险,  新加坡储蓄保险, 新加坡基金定投,新加坡基金, 新加坡投资理财,新加坡私募基金, 新加坡数字货币基金, 新加坡家族信托, 新加坡IFA理财团队, 新加坡金融理财, 新加坡独立理财顾问,新加坡家族办公室,新加坡高净值客户

  • Bachelor of Arts (B.A.) 
  • MAS Registered RNF  Code
  • The Institute of Banking & Finance Singapore (IBF Qualified ) Level 1
  • Associate Financial Planner (AFP)
  •  Associate Wealth Planner (AWP) 
  • Personal General Insurance Certificate 
  • Commercial General Insurance Certificate 
  • Million Dollar Round Table (MDRT) Member
  • Chinese Financial Advisor Association (IDA ) Member

 

  • 新加坡金管局认证牌照MAS RNF Code
  • 国际金融理财师AFP
  • 国际财富管理师AWP
  • 新加坡银行和金融机构一级证书IBF Level 1
  • 荣获保险业最高荣誉百万圆桌MDRT 会员
  • 荣获华人保险界最高荣誉国际龙奖IDA会员
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提交此表格,即表示

  • I have read and understood FAPL’s Personal Data Policy, and hereby give my acknowledgement and consent to FAPL to use my personal data in accordance with FAPL’s Personal Data Policy.
  • 我已阅读并理解鑫盟理财私人有限公司的个人数据保护政策,并同意鑫盟理财私人有限公司根据个人数据保护政策所阐述的用途使用我的个人资料。
  • I have read and understood the disclaimers above and hereby affirm my acceptance of these terms.
  • 我已阅读并理解了上述免责声明,特此声明接受这些条款。
  • I have not been directly contacted or approached by any representative or employee of FAPL with an offer or solicitation to apply for any financial products not offered in my home country.
  • 鑫盟理财私人有限公司的代表或员工并未直接与我联系或提出要约或招揽购买我原居住国境内所不提供的任何金融产品.
  • Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
  • 鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照,并许可在新加坡共和国境内依据财务顾问法(第110章)和证券与期货交易法(第289章)进行财务咨询等相关业务
  • Any services provided by FAPL to persons not ordinarily resident in Singapore are provided solely on an offshore basis from Singapore, resulting from direct enquiry on the part of the foreign residents.
  • 鑫盟理财为非新加坡居民所提供的任何服务仅限于直接向鑫盟理财发出咨询请求的国外居民。
  • As an integral part of the provision of such services, FAPL may from time to time make available to such residents, documents and information making reference to capital markets products (for example, in connection with the provision of fund management or investment advisory services outside of the foreign jurisdiction).
  • 作为提供此类服务的一部分,鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息(例如,关于海外司法管辖区以外的资金管理或投资咨询服务等信息)。
  • Such documents and information are provided by Financial Alliance Pte Ltd (“FAPL”) is for general information only and is not intended for anyone other than the recipient.
  • 此类由鑫盟理财所提供的文件和信息仅供收件人做一般信息参考。
  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
  • 此类文件和信息不会把-个人投资目标,财务状况或其特定需求等考虑在内。
  • It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
  • 鑫盟理财向该人士提供此类文件和信息将不构成要约或招揽购买或出售或认购任何此类资本市场产品,或达成交易或参与任何特定的投资策略,也不构成有关此类金融产品的建议或推荐。
  • These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
  • 未经鑫盟理财的事先书面同意,不得将这些文件全文或部分发布,传播,复制或分发给其他人。
  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
  • 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
  • 在与鑫盟理财进行讨论或签订合约时,您应确保您已完全遵守并将继续遵守您所在原居住国的所有适用法律及条规。

In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.

根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策

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