Jimmy Soh

About Jimmy Soh

Certified Financial Planner | MDRT qualifier 2022 | Professional C suite Headhunter | WSET level 1

Certified Financial Planner and money management coach

As a certified financial planner, I help executives with various aspects of personal finance, including budgeting, cash flow management, debt reduction, saving for emergencies, retirement planning, investment guidance, and financial goal setting.

With some of my clients, it may be just addressing behavioral and psychological factors that impact money management, such as mindset, beliefs, and habits.

Feel free to reach out to me to book a one-on-one consultation.

Strategic Career Advisor

As an Executive Search consultant, I represent AP Executive which works with some of the top family offices, banks, and trust & fiduciary firms worldwide to find suitable talents. I specialize in the APAC region: specifically, Singapore, Hong Kong, and Dubai.

Having successfully placed senior and C-suite executives in these regions, feel free to reach out to me for a confidential chat regarding your next career move or to engage in our headhunting services.

Membership

Financial Planning Association of Singapore (FPAS)

FPAS is a non-profit professional association dedicated to developing and promoting an industry providing unbiased financial advice to the Singaporean public.

STEP affiliate member

STEP is a community of more than 21,000 practitioners, forming an information network enabling the sharing and exchange of knowledge and ideas

My international network also extends to private equity firms and venture capitalists.