Etak Chen Pei Shi
Private Wealth Consultant, Opus by Prudential at Prudential Assurance Company Singapore- Claim this Profile
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Bio
Derek Tan (Chen Dehe)
Etak is well-versed in personal wealth accumulation and protection and company employee benefit solution. Over the years she has significantly increased my investment portfolio, while making sure that my income protection needs are well taken care of. I highly recommend Etak and fully trust her as a wealth consultant to manage and grow my financial portfolio.
Belinda Koh
Etak Chen has been helping me with my financial investments over several years. She is patient and listens to my requirements and goals regarding my investments - helping me make sound investments for my retirement goals and future plans. She is diligent in her follow up and we meet a few times a year to discuss and update on goals and aspirations. Definitely someone I trust with my financial plans.
Derek Tan (Chen Dehe)
Etak is well-versed in personal wealth accumulation and protection and company employee benefit solution. Over the years she has significantly increased my investment portfolio, while making sure that my income protection needs are well taken care of. I highly recommend Etak and fully trust her as a wealth consultant to manage and grow my financial portfolio.
Belinda Koh
Etak Chen has been helping me with my financial investments over several years. She is patient and listens to my requirements and goals regarding my investments - helping me make sound investments for my retirement goals and future plans. She is diligent in her follow up and we meet a few times a year to discuss and update on goals and aspirations. Definitely someone I trust with my financial plans.
Derek Tan (Chen Dehe)
Etak is well-versed in personal wealth accumulation and protection and company employee benefit solution. Over the years she has significantly increased my investment portfolio, while making sure that my income protection needs are well taken care of. I highly recommend Etak and fully trust her as a wealth consultant to manage and grow my financial portfolio.
Belinda Koh
Etak Chen has been helping me with my financial investments over several years. She is patient and listens to my requirements and goals regarding my investments - helping me make sound investments for my retirement goals and future plans. She is diligent in her follow up and we meet a few times a year to discuss and update on goals and aspirations. Definitely someone I trust with my financial plans.
Derek Tan (Chen Dehe)
Etak is well-versed in personal wealth accumulation and protection and company employee benefit solution. Over the years she has significantly increased my investment portfolio, while making sure that my income protection needs are well taken care of. I highly recommend Etak and fully trust her as a wealth consultant to manage and grow my financial portfolio.
Belinda Koh
Etak Chen has been helping me with my financial investments over several years. She is patient and listens to my requirements and goals regarding my investments - helping me make sound investments for my retirement goals and future plans. She is diligent in her follow up and we meet a few times a year to discuss and update on goals and aspirations. Definitely someone I trust with my financial plans.
Experience
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Prudential Assurance Company Singapore
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Singapore
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Financial Services
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700 & Above Employee
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Private Wealth Consultant, Opus by Prudential
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Sep 2004 - Present
Chartered Financial Consultant (ChFC)
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Wealth Manager
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Sep 2004 - Present
We work with Professional Partners to customise Financial Solutions that will meet your needs. Professional Services includes Risk Management, Wealth Accumulation, Wealth Preservation and Wealth Distribution.
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Standard Chartered Bank
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Singapore
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Financial Services
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100 - 200 Employee
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Senior Mortgage Consultant
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2003 - 2004
Mortgage consultation Mortgage consultation
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Education
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RMIT University
ChFC, BSc Economic & Finance -
2005 - 2007
Singapore Institute of Management
Economic & Finance, Finance
Community
