Zoe Teng
Durham
Summary
I’m a personable and results-oriented Wealth Planning Manager with a strong track record at DBS, where I’ve successfully managed a range of client portfolios. I bring solid expertise in financial planning, covering areas like investment strategies, tax optimization, retirement, and estate planning through a holistic financial planning system within DBS. I pride myself on building lasting, trust-based relationships with clients while ensuring compliance with industry standards and regulations. With experience in cross-border wealth management, I focus on crafting personalized financial plans that align with each client’s unique goals. Now, I’m eager to take the next step in my career by bringing my expertise to the UK’s dynamic financial market. I’m excited to contribute to this global financial hub,
Overview
6
6
years of professional experience
Work History
Wealth Planning Manager
DBS
09.2023 - Current
- Client Relationship Management: Building, nurturing, and maintaining strong relationships with clients ranging from high-net-worth individuals, corporate clients, and retail banking customers, even more so in a country like Singapore with diverse range of customers from all over the globe.
- Ethical standards and Integrity: Ensuring client dealings are transparent, ethical, and in line with the bank’s policies builds trust and helps avoid any compliance-related issues down the line.
- Knowledge of Regulatory Frameworks: Understanding of key financial regulations and frameworks, in line with Monetary Authority of Singapore MAS regulations. Establish robust KYC practices to verify client identities and assess their risk profiles.
- Problem-Solving & Negotiation skills: Handling client queries, solving complex financial problems by asking thoughtful questions to gather necessary information and negotiating favorable terms for clients.
- Market and financial knowledge: Understanding market trends, economic factors to cater to different clients that have different needs, especially foreign expats that have different set of regulations applied to them and to provide relevant advice,
Audit Intern
EY
07.2022 - 09.2022
- Worked under supervision of auditors to produce steps to test for controls.
- Performed different forms of tests of controls and walkthroughs with clients.
- Performed analytical review of other companies' financial statements and credit reviews.
- Prepared credit reviews to support the licenced Auditor's opinions.
Intern
Amabel & Associates
01.2019 - 02.2019
- Coordinated files, spreadsheets and reports for staff
- Assisted with the printing of documents and reports
- Helped to check and validate files from previous years to the current year using Excel
Education
Finance and Accounting -
Durham University
Durham09.2023
RQF level 3 - Foundation Business Economics Accounting & Finance
Durham International Study Centre
Stockton-On-Tees06.2020
Skills
- Problem Solving
- Ethical conduct and professional integrity
- Effective communication
- CMFAS certified
Timeline
Wealth Planning Manager
DBS
09.2023 - Current
Audit Intern
EY
07.2022 - 09.2022
Intern
Amabel & Associates
01.2019 - 02.2019
Finance and Accounting -
Durham University
RQF level 3 - Foundation Business Economics Accounting & Finance
Durham International Study Centre
Similar Profiles
Vladimir ZmievskiVladimir Zmievski
VP of ML Engineering/ Tech Lead at DBSVP of ML Engineering/ Tech Lead at DBS
Senthilkumar JayaramanSenthilkumar Jayaraman
Business Analyst at DBSBusiness Analyst at DBS
LIAO TIELILIAO TIELI
AI Tech Lead(Contract) at DBSAI Tech Lead(Contract) at DBS