Summary
Overview
Work History
Education
Skills
Certification
Trainings Programs Attended
References
Timeline
Generic
TRISTAN JAY WONG

TRISTAN JAY WONG

Davao City

Summary

Dynamic leader with extensive experience in investment counseling and team management, achieving significant revenue growth and enhancing client engagement. Proven ability to develop strategies that consistently exceed investment volume and income targets while maintaining exceptional stakeholder relationships. Expertise in market analysis and product selection, delivering customized investment solutions to clients and Wealth Managers. Focused on improving portfolio performance through strategic rebalancing and diversification initiatives.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Department Head

Security Bank Corporation
04.2025 - Current

Led a high-performing team of Investment Counselors, driving client engagement and revenue growth through strategic collaboration with Wealth Managers to meet sales and profitability targets. Delivered actionable market insights to both clients and internal teams, enhancing portfolio diversification strategies, while also conducting targeted training sessions on product selection to elevate team expertise and advisory effectiveness.

Investment Counselor

SECURITY BANK CORPORATION
Davao City
01.2023 - 03.2025

Wealth Manager

SECURITY BANK CORPORATION
Davao City
03.2020 - 12.2022

Investment Specialist

METROPOLITAN BANK & TRUST COMPANY
Davao City
03.2014 - 02.2020

Customer Service Representative

METROPOLITAN BANK & TRUST COMPANY
Davao City
01.2008 - 11.2014

Internal Auditor

RDV FOOD INDUSTRIES
Davao City
03.2007 - 12.2007

Audit Staff

CARLOS J. VALDES & ASSOCIATES
Davao City
07.2005 - 02.2007

Education

Treasury Certification Program -

ATENEO DE MANILA - PROFESSIONAL SCHOOL

Bachelor of Science - Accountancy

NOTRE DAME OF MIDSAYAP COLLEGE

Secondary Education -

SOUTHERN CHRISTIAN COLLEGE

Primary Education -

SOUTHERN CHRISTIAN COLLEGE

Skills

  • Portfolio and wealth management
  • Market analysis
  • Investment strategy development
  • Derivatives trading

Certification

  • Level 3 Authorized Salesperson for Financial Products, Metropolitan Bank & Trust Company, 09/01/18
  • Variable Universal Life Insurance Licensed Agent, Insurance Commission, 04/01/16
  • Certified Treasury Professional, Ateneo de Manila - Professional School, 06/01/15
  • SEC Fixed Income Salesman, Securities Exchange Commission, 03/01/15
  • Unit Investment Trust Fund Licensed Agent, Bangko Sentral ng Pilipinas, 01/01/11
  • Certified Public Accountant, Professional Regulation Commission, 10/01/04

Trainings Programs Attended

  • ADVANCED DERIVATIVES WORKSHOP, Metropolitan Bank & Trust Company, 06/01/18
  • BASIC DERIVATIVES WORKSHOP, Metropolitan Bank & Trust Company, 04/01/16
  • ADVANCED TREASURY BANKING COURSE - EIGHT (8) MODULES, Metropolitan Bank & Trust Company, 10/01/15
  • TREASURY CERTIFICATION PROGRAM, Ateneo de Manila - Professional School, 07/01/15
  • BASIC TREASURY BANKING COURSE, Metropolitan Bank & Trust Company, 06/01/15

References

Will provide when requested.

Timeline

Department Head

Security Bank Corporation
04.2025 - Current

Investment Counselor

SECURITY BANK CORPORATION
01.2023 - 03.2025

Wealth Manager

SECURITY BANK CORPORATION
03.2020 - 12.2022

Investment Specialist

METROPOLITAN BANK & TRUST COMPANY
03.2014 - 02.2020

Customer Service Representative

METROPOLITAN BANK & TRUST COMPANY
01.2008 - 11.2014

Internal Auditor

RDV FOOD INDUSTRIES
03.2007 - 12.2007

Audit Staff

CARLOS J. VALDES & ASSOCIATES
07.2005 - 02.2007

Treasury Certification Program -

ATENEO DE MANILA - PROFESSIONAL SCHOOL

Bachelor of Science - Accountancy

NOTRE DAME OF MIDSAYAP COLLEGE

Secondary Education -

SOUTHERN CHRISTIAN COLLEGE

Primary Education -

SOUTHERN CHRISTIAN COLLEGE

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