CALVIN WONG
Summary
Accomplished wealth management professional with a proven track record at DBS Bank and United Overseas Bank, adept in portfolio diversification and critical thinking. Excelled in enhancing client portfolios and developing high net worth relationships through strategic asset allocation and effective communication. Demonstrated leadership in guiding teams towards achieving exceptional results in wealth management solutions.
Overview
6
6
years of professional experience
Work History
Client Advisor, AVP
United Overseas Bank Limited
Singapore
11.2023 - Current
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Collaborated with cross-functional teams to create comprehensive wealth management strategies, addressing diverse client needs.
- Enhanced overall portfolio performance through diligent risk assessment and strategic asset allocation.
Deputy Team Head
DBS Bank
Singapore
03.2023 - 11.2023
- Worked closely with team head to guide, monitor and lead an entire team
- Give suggestions and support in setting up biz plan
- Created an inspiring team environment and worked together toward to team goals.
Senior Wealth Planning Manager, Senior Associate
DBS Bank
Singapore
03.2023 - Current
- Designed investment portfolios and generated periodic report for reviewing client's portfolio closely
- Provided financial advice to client through offering wealth management solution
- Developed new sales opportunities through development and rollout of promotional plans.
Senior Wealth Planning Manager, Associate
DBS Bank
Singapore
02.2021 - 02.2023
- Do research on behalf of clients and allocate their asset by using different strategies
- Identify client's risk tolerance and their long term financial goals
Personal Wealth Manager
United Overseas Bank
Singapore
08.2020 - 01.2021
- Partnered with specialist to ensure customer get access to experts and prospected new business opportunities
- Advised high-value clients and proactively meet with them to discover their financial needs
- Offered efficient services to all client, handled challenging situation with ease
Personal Wealth Executive
United Overseas Bank
Singapore
01.2019 - 07.2020
- Expanded customer relationship by maintaining follow up process
- Worked closed with management and branch peers to increase branch production and improve services quality
Personal Wealth Associate
United Overseas Bank
Singapore
06.2018 - 12.2018
- Responsible for offering and approaching financial product like banca assurance product through roadshow event and tele-marketing call.
- Handled day to day running of sales activities, ensuring high levels of productivity and progression
Education
Certification - Associate Financial Planner (AFP)
Financial Planning Association of Singapore
Singapore03.2022
Bachelor's Degree of Finance - Banking And Finance
Nilai University
Malaysia10.2017
Skills
- Critical Thinking
- High Net Worth Individuals Marketing
- Portfolio Diversification
- Investment Recommendations
- Presentations
- KYC/Compliance
- Treasury products customisation
- Managing Wealth
- Acquisition Funding
Achievements
DBS Bank
- Top in Unit Trust (June 2023) - Awarded to Top Unit Trust Volume in Region
- WOW Recognition (Jan 2023)- Awarded for achieving min 100k APE
- Top Revenue - Sliver (Dec 2022) - Awarded for achieving above 30k Rev
- WOW Recognition (Dec 2022)- Awarded for achieving min 100k APE
- WOW Recognition - WOW Club Bronze (Q4 2022)- Awarded for achieving min 200k APE
- Top Revenue - Gold (Oct 2022) - Awarded for achieving above 30k Rev
- WOW Recognition - WOW Club Sliver (Q3 2022)- Awarded for achieving min 250k APE
- Q3 2022 Top Unit Trust 1 million volume Achiever in East 3 Region
- WOW Recognition - WOW Club Platinum Top 2 (Q1 2022)- Awarded for achieving min 300k APE
- CBG Brilliant Star Award Q1 2022 - Top Achiever Gold award
- Q1 2022 Top APE and Rev Achiever in East 3 Region
- Top Revenue - Gold (Aug 2022) - Awarded for achieving above 30k Rev
- WOW Recognition (Aug 2022)- Awarded for achieving min 100k APE
- Top in Unit Trust (July 2022) - Awarded to Top Unit Trust Volume in Region
- WOW Recognition (July 2022)- Awarded for achieving min 100k APE
- Top Revenue - Gold (July 2022) - Awarded for achieving above 30k Rev
- Top Revenue Champion (Mar 2022) - Awarded for achieving top rev (192k Rev)
- Top WPM (Mar 2022) - Awarded for achieving highest APE for month of Mar 2022 (1.5m APE)
- WOW Recognition (Mar 2022)- Awarded for achieving min 100k APE
- WOW Recognition (Feb 2022)- Awarded for achieving min 100k APE
- Top Revenue - Sliver (Jan 2022) - Awarded for achieving above 30k Rev
- Top Revenue - Gold (Nov 2021) - Awarded for achieving above 30k Rev
- WOW Recognition (Nov 2021)- Awarded for achieving min 100k APE
- Rising Star Gold Award (Nov 2021)- Awarded rookie for achieving min 75k APE and above 7 cases count
- United Overseas Bank
- Q4 2020 The Achievers' Convention Platinum Membership
- Q2 2020 The Achievers' Convention-Gold Membership
- Q1 2020 Sales Championship in Personal Wealth Executive-Awarded to Top 10 highest revenue banker across personal banking
- Q1 2020 The Achievers' Convention-Gold Membership
- Top Personal Wealth Executive Honor date Feb 2020-Awarded for emerging as top banker across the group
- 100K APE Paramount Award Honor (Jan2020)-Awarded for achieving more than 100k APE in Bancassurance
- Q4 2019 The Achievers' Convention-Gold Membership
- TOP PersonalBankerRunnerUpHonordateNov2019
- Q32019TheAchievers'Convention-Platinum Membership
- Top Personal Banker Runner Up Honor date Jul 2019-Awarded for emerging as top banker across the group
- Trilliant Award-Awarded for achieving more than100kAPE in bancassurance
- Elite Honor Club Gold Award Dec 2018-Awarded for achieving 60k sales revenue over personal banker associate phase
Languages
Chinese (Mandarin)
Bilingual or Proficient (C2)
English
Advanced (C1)
Malay
Upper intermediate (B2)
Timeline
Client Advisor, AVP
United Overseas Bank Limited
11.2023 - Current
Deputy Team Head
DBS Bank
03.2023 - 11.2023
Senior Wealth Planning Manager, Senior Associate
DBS Bank
03.2023 - Current
Senior Wealth Planning Manager, Associate
DBS Bank
02.2021 - 02.2023
Personal Wealth Manager
United Overseas Bank
08.2020 - 01.2021
Personal Wealth Executive
United Overseas Bank
01.2019 - 07.2020
Personal Wealth Associate
United Overseas Bank
06.2018 - 12.2018
Certification - Associate Financial Planner (AFP)
Financial Planning Association of Singapore
Bachelor's Degree of Finance - Banking And Finance
Nilai University