Timothy Wong
Summary
Sharp and engaging Treasures Relationship Manager with the focus on communicating well-curated solutions to bank customers. Experienced Financial Advisor with dynamic systems built to bring value on the table every session. Represented AIAFA with the International Dragon Award (IDA) and qualified for the AIA Prestige Gold award. Approaching every client with 3 principles: Sincerity, Clarity, Value.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Treasures Relationship Manager
DBS Treasures
07.2023 - Current
- Managing and building comprehensive client wealth portfolios
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Overseeing total AUM $50 million
Branch Sales & Service Manager
Standard Chartered
03.2022 - 06.2023
- Executing walk-in customer instructions and cross selling financial products
- Advising and running trades for Priority Banking customers
Financial Advisor
AIA Financial Advisors
09.2018 - 11.2021
- Providing clients with holistic financial planning process
- Qualified for International Dragon Award (IDA)
- Valedictorian for 90 Days Programme
- Engaged in frequent sessions with Executive Directors on agency building
Business Development Intern
Arts Culture Pte. Ltd.
09.2017 - 01.2018
- Responsible for tracking project’s progress and ensuring milestones and daily tasks are achieved on time.
- Sourced for relevant government grants to ensure costs can be saved wherever possible.
- Travelled overseas to manage multiple business parties and brought business from Proof of Concept to Pre-Launch Product.
Education
Bachelor of Business - Economics And Finance
Royal Melbourne Institute of Technology
Singapore08.2018
Skills
Adaptable
Communicator
Dynamic
Strategic
Critical Thinker
Sincerity
Certification
Associate Wealth Planner
Certificate In Financial Needs Analysis And Plan Construction
Associate Estate Planning Practitioner
Timeline
Treasures Relationship Manager
DBS Treasures
07.2023 - Current
Branch Sales & Service Manager
Standard Chartered
03.2022 - 06.2023
Financial Advisor
AIA Financial Advisors
09.2018 - 11.2021
Business Development Intern
Arts Culture Pte. Ltd.
09.2017 - 01.2018
Bachelor of Business - Economics And Finance
Royal Melbourne Institute of Technology
Associate Wealth Planner
Certificate In Financial Needs Analysis And Plan Construction
Associate Estate Planning Practitioner
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