张学永(Zhang Xueyong Rocky)

理财团队高级总监Senior Financial Advisory Director

(MAS REP No.: ZX-300311566)
从Top producer到Top leader:新加坡IFA理财团队高级总监(Senior FA director, 个人业绩纪录保持者,冠军团队总监),专长一站式理财规划,高净值人士私人财富管理,帮助人们实现财务健康和独立及有效传承;洛奇财富团队创始人;招募和训练顶尖理财顾问事业合伙人,打造新加坡顶尖理财师联盟,服务大中华地区华语客户,RockyWealth Group Makes Your Wealth Robust.

理财团队高级总监;

个人业绩纪录保持者(Top producer), 团队业绩冠军(Top Leader),领跑者;

新加坡最大IFA公司冠军理财团队洛奇财富团队创始人;

1 帮您财务健康,合理资产配置,实现财务独立,有效财富传承;
2 招聘和培训理财顾问事业合伙人
3 打造新加坡顶尖理财顾问联盟

洛奇财富团队的使命宣言(RockyWealth group mission statement):
在新加坡和大中华地区, 打造高度称职理财顾问,服务高度赏识客户群体,建立高度互利朝阳事业.

RockyWealth Group Makes Your Wealth Robust.

我是移民新加坡的中国人,基督徒;生活简单,愿意帮助他人,喜欢运动;恪守诚信、荣神益人!

我的愿景是让您财务更健康、人生更丰盛。My vision is to make life great again with financial fitness.
我的使命是帮助客户建立正确的理财观和方法论,实现财富健康。My mission is to help people build up correct financial and investment mindset, find the right way to grow wealth to achieve financially FIT.

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, 新加坡终身年金险, 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

在新加坡最大的IFA公司financial alliance做理财高级总监,擅长大额保单实操、保险规划、退休规划、基金投资建议、遗嘱和家族信托安排、家族办公室、传承规划、高净值私人财富管理等,真正以客户为中心的专业中立一站式全面综合理财规划服务. 联系微信: xyzupup

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张学永(Zhang Xueyong Rocky)

MAS REP No.: ZX-300311566

理财团队高级总监Senior Financial Advisory Director

从Top producer到Top leader:新加坡IFA理财团队高级总监(Senior FA director, 个人业绩纪录保持者,冠军团队总监),专长一站式理财规划,高净值人士私人财富管理,帮助人们实现财务健康和独立及有效传承;洛奇财富团队创始人;招募和训练顶尖理财顾问事业合伙人,打造新加坡顶尖理财师联盟,服务大中华地区华语客户,RockyWealth Group Makes Your Wealth Robust.

理财团队高级总监;

个人业绩纪录保持者(Top producer), 团队业绩冠军(Top Leader),领跑者;

新加坡最大IFA公司冠军理财团队洛奇财富团队创始人;

1 帮您财务健康,合理资产配置,实现财务独立,有效财富传承;
2 招聘和培训理财顾问事业合伙人
3 打造新加坡顶尖理财顾问联盟

洛奇财富团队的使命宣言(RockyWealth group mission statement):
在新加坡和大中华地区, 打造高度称职理财顾问,服务高度赏识客户群体,建立高度互利朝阳事业.

RockyWealth Group Makes Your Wealth Robust.

我是移民新加坡的中国人,基督徒;生活简单,愿意帮助他人,喜欢运动;恪守诚信、荣神益人!

我的愿景是让您财务更健康、人生更丰盛。My vision is to make life great again with financial fitness.
我的使命是帮助客户建立正确的理财观和方法论,实现财富健康。My mission is to help people build up correct financial and investment mindset, find the right way to grow wealth to achieve financially FIT.

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, 新加坡终身年金险, 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

在新加坡最大的IFA公司financial alliance做理财高级总监,擅长大额保单实操、保险规划、退休规划、基金投资建议、遗嘱和家族信托安排、家族办公室、传承规划、高净值私人财富管理等,真正以客户为中心的专业中立一站式全面综合理财规划服务. 联系微信: xyzupup

约时间一对一咨询,请点击这里

了解行业,公司和团队,请点击这里约面谈

  • Comprehensive Financial Planning
  • Investment Planning
  • Personal Life Insurance Planning
  • Retirement Planning
  • Children Education Funding
  • Estate Planning
  • Business Succession Planning
  • General Insurance Services
  • Employee Benefits Scheme

新加坡最大IFA公司冠军理财团队

RockyWealth Advisory Group

2022年
总监团队业绩冠军(团队)
直属团队业绩亚军(团队)
最佳招聘主管
标准保费冠军(个人)
卓越业绩奖(Eminence Class)(个人)
MDRT COT (个人)

2021
直属团队业绩冠军

Million Dollar Round Table (MDRT)
美国百万圆桌俱乐部会员

FAQC Prestige Club

 

2020
Million Dollar Round Table (MDRT)
美国百万圆桌俱乐部会员
Financial Alliance Quality Class (Eminence Class)
卓越业绩奖(Eminence Class)
Top Recruiter Award
最佳招聘主管
Top 3 Direct Team Award (2nd Runner-up)
直属团队业绩季军
Top Associate Director Group Award
最佳副总监

2019
Million Dollar Round Table (MDRT)
美国百万圆桌俱乐部会员
Financial Alliance Quality Class (Eminence Class)
卓越业绩奖(Eminence Class)

2018
Million Dollar Round Table (MDRT) – Court of the Table (COT)
美国百万圆桌俱乐部内阁会员
Financial Alliance Quality Class (Eminence Class)
卓越业绩奖(Eminence Class)
Consultant of the Year Award
最佳理财师
Top Weighted Premium [WP] Award
保费冠军
Top New AUA Award
投资额冠军
Top TR Award
总收入冠军

2017
Million Dollar Round Table (MDRT)
美国百万圆桌俱乐部会员
Financial Alliance Quality Class (Eminence Class)
卓越业绩奖(Eminence Class)

2016
Million Dollar Round Table (MDRT)
百万圆桌俱乐部会员
Financial Alliance Quality Class (Eminence Class)
卓越业绩奖(Eminence Class)
Top New Rookie Consultant of the Year
最佳新人奖

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放弃北京户口,移民新加坡10年的他,现在还好吗?
回放 10年前, 他是外企经理,太太在大使馆工作,体面又多金,育有一女,房2套,车2辆,他北京户口(从集...
新加坡家族办公室新思路-从单一家办到联合家办
统计数据显示,近几年来新加坡家办申请大热,来自大中华地区的客户占比不少.现在在金管局排队办理家办需要...
原来做遗嘱和信托如此简单!专家如此说:不能给孩子留太快又太多!
原作者Keon Chee法学士 /MBA, Legasy Planners董事, –      ...
新加坡家族信托的介绍及优势
新加坡家族信托因其免税政策,稳定的政商环境,严格的金融监管和成熟的信托实践和法律配套,备受各国富...
新加坡家族办公室介绍
这个新加坡金管局(MAS)项目,不是经济发展局(EDB)项目. 首先,直击要害的两个误区 13X ,  13R是基金免税...
新加坡大额保单
中高净值人士钟情于万能寿险,不仅仅是因为他是美金保单,还有其他功用。 普及一下, 万能寿险即Universa...
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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/.

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