专业服务Professional
为什么财富规划要趁早开始？Why start wealth planning early?
从医疗保障、教育基金到退休养老，不同年龄阶段应该如何做好家庭财富规划。From medical coverage to education funds to retirement — how to plan at every life stage.
关于我About Me
从企业管理者，到家庭财富守护者From corporate leader to family wealth guardian
祖籍江苏，在上海工作生活近二十年，如今扎根新加坡。跨越不同城市与文化的经历，让我始终相信：人生最大的财富，不只是拥有多少资产，而是拥有选择未来、从容面对变化的能力。 2023年，我带着孩子来到新加坡，开启人生新的篇章。作为一位母亲，也是一位新移民，我亲身经历了教育、医疗、身份规划及跨文化生活带来的挑战。因此，我选择加入新加坡保诚（Prudential Singapore），希望以专业的财富管理服务，帮助更多来到新加坡工作、生活和发展的个人、家庭及企业主，建立稳健的保障体系，实现财富的长期规划与传承。 我始终相信，保险承载的是一份责任，财富管理守护的是一个家庭的未来。真正有价值的服务，不止于一份方案，更在于长期的陪伴与信任。 工作之外，我坚持健身、热爱户外，也始终保持学习的习惯。取得CMFAS专业资格、通过IBF认证，持续学习本地金融、医疗、法律及跨文化知识，完成SCDF急救培训，并积极探索AI数字化应用，参与社区公益服务。每一次学习与实践，都让我更加理解不同家庭在人生不同阶段的需求，也让我相信，专业源于持续成长，服务始于真诚用心。 作为新加坡乐善狮子会会员、江苏会会员、上海大学新加坡校友会理事，我珍惜每一次服务社区、链接宗乡会和校友会的机会。我相信，每一份专业，源于持续学习；每一份信任，来自真诚服务。我愿持续以微光传递善意与力量，与每一位客户共同迈向更加安稳的未来。Born in Jiangsu, I lived and worked in Shanghai for nearly two decades before settling in Singapore. Crossing different cities and cultures has taught me that the greatest wealth in life is not how much you own, but the ability to choose your future and face change with confidence. A graduate of Shanghai University, I spent over a decade in foreign-invested enterprises, growing from an entry-level role to a regional manager overseeing client relations, team management, and business development. This experience taught me that true professionalism is not just solving immediate problems — it is planning for the long term from the client's perspective. In 2023, I moved to Singapore with my child, starting a new chapter in life. As a mother and a new immigrant, I experienced firsthand the challenges of education planning, healthcare coverage, identity development, and cross-cultural adaptation. That is why I joined Prudential Singapore — to help individuals, families, and business owners build a solid financial foundation and achieve long-term wealth planning and succession. I firmly believe: insurance carries responsibility, and wealth management safeguards a family's hopes for the future. True value is not just a plan, but long-term companionship and trust. Beyond work, I cherish every opportunity to grow. Staying fit, enjoying the outdoors, and maintaining a disciplined lifestyle keep me positive and grounded — enabling me to serve my clients with energy and stability. Since arriving in Singapore, I have maintained a habit of continuous learning — from earning my CMFAS qualification to achieving IBF certification; from staying informed on local regulations, healthcare, and cross-cultural knowledge to completing SCDF first aid training; from AI digital learning to active community service. Every experience deepens my understanding of the diverse needs families face at different life stages. As a member of the Lions Club of Singapore, the Jiangsu Association, and a council member of the Shanghai University Singapore Alumni Association, I cherish every opportunity to serve the community. Helping others does not always require grand gestures — sometimes a piece of advice, a moment of companionship, or timely assistance can bring peace and strength to someone in need. These experiences have strengthened my belief: professionalism requires constant improvement, and trust comes from every sincere conversation and every responsible service. I believe: every profession stems from continuous learning; every trust comes from sincere service. Going forward, I will continue to uphold the values of professional service, self-discipline, lifelong learning, and giving back — accompanying individuals, families, and businesses through every stage of life's financial journey. May I safeguard family wealth with professionalism, accompany life's journey with sincerity, share kindness and strength through small acts of light, and walk with every client toward a more secure and confident future.
