Maggie Ju 琚艳

Singapore Wealth Management Advisor

Maggie Ju (琚艳) is a Singapore-based wealth management advisor. Born in Jiangsu, she lived and worked in Shanghai for nearly twenty years, progressing from entry-level to regional management in multinational corporations, before relocating to Singapore in 2023.

As a mother and new immigrant, she personally experienced the challenges of education planning, healthcare coverage, identity transition and building a new family life system in Singapore. This first-hand experience drives her mission to help other new immigrant families, business owners and families navigate wealth planning with confidence.

Experience

• 10+ years corporate leadership in multinational companies (Shanghai)
• Regional management — client relations, team management, business development
• Wealth management advisor in Singapore (2023–present)

Professional Qualifications

• CMFAS — Capital Markets and Financial Advisory Services (Singapore)
• IBF Certification — Institute of Banking and Finance Singapore
• SCDF First Aid Certification — Singapore Civil Defence Force
• Bachelor of Accounting — Shanghai University

Areas of Focus

• New Immigrant Planning
• Family Protection
• Education Planning
• Retirement Planning
• Legacy Planning
• Business Owner Wealth Planning

Community Involvement

• Member, Singapore Lions Club (乐善狮子会)
• Member, Jiangsu Club Singapore (江苏会)
• Board Member, Shanghai University Singapore Alumni Association (上海大学新加坡校友会理事)

Core Values

• Professional Service — Evidence-based, client-centred planning
• Self Discipline — Fitness, yoga, running and hiking for 10+ years
• Lifelong Learning — Continuous professional development
• Giving Back — Active community service and volunteering