Sean Neo

Sean Neo

senior relationship manager

Biography

Sean is a Senior Relationship Manager with over 5 years of experience advising high-net-worth individuals and families in Singapore. He specialises in bespoke wealth strategies, legacy planning, and holistic financial solutions tailored to his clients’ long-term goals and lifestyle priorities.

Holding multiple MAS-recognized certifications (PGI, BCP, COM GI, HI, M5, M6, M6A, M8, M8A, M9, M9A), Sean brings a comprehensive understanding of insurance, investments, and financial markets. His areas of expertise include:

Wealth structuring and preservation Estate and succession planning Risk and investment strategies

A proud Million Dollar Round Table (MDRT) member, Sean was recognised for his service excellence and commitment to ethical advisory. Outside of work, he enjoys yoga and long-distance running, believing that wellness fuels both personal and professional success.

Mr Dhillon

Sean is an extremely patient and reliable advisor

Ms Geraldine S.

Marketing Manager

Sean has been a gem of a financial advisor to me. Even though I’m unfamiliar with the field and terminologies, Sean never made me feel ‘left behind’ and always jumped in to explain things to me whenever needed. Sometimes even more one time! He demonstrated a keen sense of customer awareness, empathy, patience and most of all, tries his best to build a genuine connection.

Charles

Project management

I got to know Sean through a friend and I was interested in the investment he was introducing at the time.

He is very friendly, patient and approachable. When I wanted to know more about the investment products he was more than willing to share the information. Dedicated and professional to his job.