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Yulianti Sutrisno
Executive Prestige Wealth Manager
“Helping you feel secure through all stages of life.”
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About Me
I am an experienced finance professional with an accountancy and finance educational background. With over 18 years of experience at AIA, I specialize in wealth management and financial advisory.
As a distinguished Executive Wealth Manager and MDRT (Million Dollar Round Table) achiever, I am recognized for excellence in financial planning, investment strategies, and client wealth growth. Throughout my career, I have helped individuals and families secure their financial future, making well-informed decisions that align with their unique goals.
I am committed to delivering personalized financial solutions and building long-term relationships with my clients. By leveraging my industry expertise and knowledge, I strive to help clients achieve financial stability and success, ensuring their wealth continues to grow for years to come.
Work Experience
4 years in MNC
19 years in AIA
Credentials
Bachelor in accountancy
Master in International Business
Professional Financial Health Review & Advise
Proficient in Medical, Critical Illness, Income Replacement, Retirement Investments
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Monday to Friday
9am to 5.30pm