Douglas Siew
Singapore
Summary
Investment Portfolio from 2019 - Present Currently managing Family's Business Portfolio through an EAM with a Private Bank. Executing FCN, FX Balloon and options trading for short-term investments. In Year 2019, profit gain from portfolio was at USD$136,782. In Year 2021, profit gain from portfolio was at USD$214,091. In Year 2022 - Present, profit gain from portfolio was at USD $83,830.75. Currently, Majority of FCNs have been strike in. Using call options to lower the cost per shares. Using technicals such as Fibonacci Retracement to find support and resistance for the trades. At Standard Chartered, my role is a Relationship Manager in the affluent market. I offer financial advices to my customers such as Structured Products and Banca as part of solutions for them. I specialise in short term investments such as FCN, PCI and Structured Notes. Anchoring to fixed income instrument such as Bonds, UT Bond Fund, UL, Banca or any instruments with very minimal volatility to leverage on them to get an OD line to maximise any returns for my customers. Client Acquisition, NTW, NTB is part of our scorecard too.
Overview
6
6
years of professional experience
Work History
Offshore Premier Relationship Manager
OCBC
10.2024 - Current
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Client Advisor (International), Privilege Banking
UOB
12.2022 - Current
- Cross selling products to customers especially in: Glider, TWN, FCN, PPN, PCI, Forex, Hedging tools using options strategies and giving income ideas to clients
- Bond recommendations
- HMW + AI Client Acquisition
- Analysing economic trends and advising on the effect of their portfolio
- Recommend changes to customers portfolio after analysing the risks to their portfolio
- (Currency loan risk -> using Forex or PCI to switch out etc)
- (Customer equities strike in at high level -> using call options or RELN to lower customer's cost / equity, by trading using technicals and fundamental views of the holding.)
- Investment advisory space- covering CIS/Fixed income/Structured Notes and other treasury products
- Understand customers' financial profile and needs to develop strategies for customers requirements
- Retain high net worth customers through attentive customer care and consultative approach sophisticated demands
- Hosting UHNW Seminars in Malaysia Region as an International Client Advisor
- Current Pay : $5,100 before Comms
- Expected Pay: $7,000
Priority Relationship Manager
Standard Chartered Bank
01.2022 - 12.2022
- Cross selling products to customers especially in: TWN, FCN, PPN, PCI, Forex, Hedging tools using options strategies and giving income ideas to clients
- Bond recommendations
- HMW + AI Client Acquisition
- Analysing economic trends and advising on the effect of their portfolio
- Recommend changes to customers portfolio after analysing the risks to their portfolio
- (Currency loan risk -> using Forex or PCI to switch out etc)
- (Customer equities strike in at high level -> using call options or RELN to lower customer's cost / equity, by trading using technicals and fundamental views of the holding.)
- Investment advisory space- covering CIS/Fixed income/Structured Notes and other treasury products
- Understand customers' financial profile and needs to develop strategies for customers requirements
- Retain high net worth customers through attentive customer care and consultative approach sophisticated demands
Wealth Planning Manager
DBS Bank
01.2021 - 01.2022
Financial Services Advisor
AIA
10.2018 - 01.2021
- July 2019 Achieved MDRT (FYC $128,000)
- July 2019, Top 2 Sales in AIA Singapore
Education
Bachelor of Commerce - BCom - Banking and Finance
Murdoch University
05.2018
Skills
- Family Wealth Management
- Universal Life
- Wealth Management Services
Summary
01/01/19, Present, 2019, 136782, 2021, 214091, 2022, Client Advisor (Malaysia/ROW), Standard Chartered, Managing Family's Business Portfolio through an EAM with a Private Bank. Executing FCN, FX Balloon and options trading for short-term investments.
Timeline
Offshore Premier Relationship Manager
OCBC
10.2024 - Current
Client Advisor (International), Privilege Banking
UOB
12.2022 - Current
Priority Relationship Manager
Standard Chartered Bank
01.2022 - 12.2022
Wealth Planning Manager
DBS Bank
01.2021 - 01.2022
Financial Services Advisor
AIA
10.2018 - 01.2021
Bachelor of Commerce - BCom - Banking and Finance
Murdoch University
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