Phyllis S Y on Clubhouse

Bio

📈 Banker turned Independent
Wealth Management Advisor
🏆 MDRT 2021
✞ The Lord is my Shepherd, I shall not want
🌱 Vegan girl crunches numbers
🍸 Whisky lover
🌎 33 countries • 145 cities
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♥️ I help families build stronger relationships by improving their financial strategy

Client-first senior financial advisor on wealth management with 8 years of banking experience in Citigold. Strongly values providing effective, suitable, sound and needs-based advice, where the journey with clients itself is the most meaningful. Because I believe in lasting, long-term relationships.

Specialised in wealth planning (wealth accumulation and transference) and consultancy in the High Net Worth space for both locals and expats (onshore and offshore) through bespoke, tax-approved solutions.

Senior Financial Services Manager expanding team of young passionate talents, with a strong emphasis on culture as well as their personal growth and impact to society.