*********

Head of Insurance and Financial Planning, Southeast Asia, HSBC Global Private Banking and Wealth

phone

+65-6***-****

location

MARINA BOULEVARD 018983


Verified 1 years ago

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Company Information

Company

industryWithGradientHSBC BANK (SINGAPORE) LIMITED

Website

globe************

Registration Number

registerWithGradient201420624K

Year of incorporation

flag2014

Ownership

ownershipPrivate Limited Company

Industry Category

industryWithGradientFINANCIAL AND INSURANCE ACTIVITIES

Industry Classification

industryWithGradientFULL BANKS

Address

location10, MARINA BOULEVARD, MARINA BAY FINANCIAL CENTRE, #48-01, 018983, Singapore
Experience

Wealth Management Institute (WMI)

Adjunct Trainer

Apr 2022 - Present
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Head of Insurance and Financial Planning, Southeast Asia, HSBC Global Private Banking and Wealth

Feb 2022 - Present
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Associate Director, Investments and Wealth Solutions (HSBC Private Banking)

May 2019 - Present
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Associate Director, Investments and Wealth Solutions, HSBC Global Private Banking

May 2019 - Jan 2022
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Associate Director, Investment Services & Product Solutions (HSBC Private Bank)

Apr 2019 - Present
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Feb 2013 - May 2019
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Feb 2013 - May 2019
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Financial Advisor (VP), Investment Products & Solutions (UOB Private Bank)

Jan 2013 - Apr 2019
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Product Specialist, Wealth Management (ANZ International Affluent Banking)

Jun 2011 - Feb 2013
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Product Specialist, Wealth Management (ANZ International Affluent Banking)

May 2011 - Jan 2013
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Certified Financial Planner

Aug 1999 - Jun 2011
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Certified Financial Planner

Jul 1999 - May 2011
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