Melanie Wong

• Lead regional coverage across Southeast Asia for UBS AM’s intermediary business—including private and retail banks, insurance firms, asset managers, and digital wealth platforms.
• Lead our strategic client development efforts for regional top clients in the wholesale space in Asia Pacific (Private and Consumer banks, Asset Managers and Conglomerate Financial groups)
• Full ownership of AUM growth, relationship management, and sales performance across GWM and Wholesale channels in SEA region.
• Successfully grew business in both new and established markets; turned around dormant and complex relationships in Singapore Wholesale business.
• Deepened penetration across regional and global bank channels, securing strategic wins with innovative products (Fixed Maturity Funds, ESG solutions)
• Drove alignment between UBS AM and UBS GWM across APAC through joint initiatives to drive OneBank collaboration.
• Developed regional business strategies tailored to Southeast Asia’s dynamics.
• Directed CRM teams of 4 senior CRMs and 4 Associates to sharpen sales focus and increase product penetration.
• Led cross-functional sales campaigns across traditional and alternative assets.

• Led client engagement across intermediary channels in Southeast Asia.
• Drove AUM growth and expanded product penetration with BNP Paribas Wealth Management.
• Enhanced brand presence within private banking networks like Standard Chartered Bank, HSBC, and DBS Bank.
• Collaborated with investment teams on targeted distribution campaigns.
• Entered new platforms including digital channels and family offices.

• Managed relationships with banks, insurers, and IFAs across Southeast Asia.
• Delivered investment insights and product training to clients.
• Coordinated regional marketing and sales campaigns, for example CPFIS solutions and Retirement Plans for IFA channels.
• Drove pipeline growth via targeted roadshows and product launches of CPFIS solutions.

Led a team of Personal Financial Consultants (PFCs) responsible for advising mass affluent clients on a suite of wealth management products, including unit trusts, structured products, insurance solutions, and foreign exchange.

Key responsibilities and achievements:

• Oversaw the sales performance, compliance, and operational efficiency of a frontline advisory team across multiple branches.
• Developed and executed sales strategies to drive uptake of investment and insurance products, consistently achieving or exceeding team KPIs.
• Provided coaching, mentoring, and ongoing training to enhance product knowledge, advisory effectiveness, and client service standards.
• Played a pivotal role in uplifting team productivity, driving product penetration, and improving client retention and satisfaction.