About Xia Qian (Rita)
Rita, a MOE scholar, graduated with a Masters qualification from the prestigious Nanyang Technological University prior to joining the financial services industry. One of the greatest highlights in her career is the deployment of her highly specialized investment skill to turnaround an unprofitable portfolio into a successful one within a short span of 1 years. As an experienced practitioner and a firm believer of financial management, Rita is someone who practices what she preaches. It is also her personal belief that all women should be financially savvy and independent.
Rita is widely known for developing a BIG approach for wealth creation – Build wealth, Invest smart and Guaranteed income. Her mission in career is to deliver superior financial planning service for her clientele. Her approach has gained the trust of her clients who mentioned that the construction of their personal private ATM allowed them to create multiple streams of passive income in their wealth accumulation journey. As a result, Rita earned the reputation of being the financial focal point for her clients in the management of their family cashflow, insurance audit and debt management.
简介
夏倩作为新加坡教育部的全额中国奖学金生毕业于南洋理工大学。留学的历练不仅提高了她的独立生活能力，更使她意识到自我管理的重要性，而首当其冲的就是财务的管理。作为东南亚唯一的发达国家，新加坡的生活消费水平也居高不下。合理的财务规划使夏倩在大学期间成功自助了半年的欧洲交换留学。毕业后她选择了理财规划职业并运用专业能力在一年内成功扭转了自己家庭的投资亏损。最为全球外籍人士生活和工作的首选之一，新加坡本地有接近一半的人口都是外籍人士，多年的留洋经验使夏倩能设身处地为外籍客户着想，有效沟通并且灵活策划。而随着时代的进步，女性更加独立、自由，社会经济地位越发举足轻重，作为女性理财师，夏倩也为更多新时代女性客户量身定做“她”的专属高效理财组合。自2019年加入新加坡IPP私人理财公司后，夏倩更是致力于为高收入客户策划综合及高效的资产配置，最大化提高资产收益并创造稳定的多收入现金流。
Qualifications
- NTU M.Sc(Project Management) 南洋理工大学研究生
- CFP 国际注册理财规划师
- Associate Estate Planning Practitioner (AEPP)遗产规划师 by RockwillsR
- Will Planner 遗嘱规划 by SimplyWillsR
