Amanda Ong Email and Phone Number
Amanda Ong personal email
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Amanda is currently the Country Head of Arta Finance heading their Singapore business and international partnerships. Amanda brings with her an in-depth knowledge of developing wealth businesses globally via both digital and traditional channels. She has experience in scaling up teams from scratch and across countries. She is also regularly invited to share her insights on markets/business news and to consult on wealth management, digital transformation and GTM/growth.She was most recently Global Head of Partnerships and Head of Distribution for Prudential Wealth Management. With a global remit, she was responsible for the B2B business on all fronts including strategy, product, commercials (incl. sales and business development), GTM, marketing and growth. She also led strategic implementation for the wealth management business on a global level including international expansion and licensing with regulators.Previously, Amanda was the Country Manager of StashAway, a leading fintech and one of the largest digital wealth managers in the region. She headed the company’s core and largest business, Singapore. She also headed public relations and StashAway Academy, the company’s financial education arm, for StashAway globally and was a Wealth Advisor to the company’s High Net Worth and UHNW clients. She led StashAway's Client Experience team building it up from a team of 4 in Singapore to a team of more than 48 people in 5 countries (Singapore, UAE, Hong Kong, Malaysia and Thailand).Before joining StashAway, Amanda held various roles in the Financial Services industry, including handling investment advisory to Ultra High Net Worth (UHNW) clients in the Wealth Management and Family Office Team of Lighthouse Canton. Prior to that, she serviced portfolios of institutional clients in the Securities and Fund Services Team at Citibank.Amanda holds a Bachelor of Commerce (Distinction), with a double major in Accounting and Finance from the University of New South Wales in Sydney.
Arta Finance
View- Website:
- artafinance.com
- Employees:
- 126
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Singapore Ceo And Global Head Of PartnershipsArta FinanceSingapore -
Country Head, Singapore And Head Of InternationalArta Finance Oct 2023 - PresentMountain View, Ca, UsArta is the digital wealth platform for the world that empowers individuals with access to financial opportunities that typically only the ultra-wealthy have, without the complexity and high fees. We enable our members to "grow, steward and give" wealth with access to private market investments (Private Equity, Venture Capital, Private Credit, Real Estate), public markets (Quant Strategies, Core & Satellite Portfolios, Cash Management, DIY Trading, Structured Products) and expert services (Philanthropic Giving, Trust and Estate Planning, Global Mobility, Insurance, etc).The company is dual-headquartered in Singapore and the US with Singapore as the Global ex-US hub. Our backers that include 140 angel investors/luminaries in finance and tech such as Eric Schmidt, Ralph Hamers and Michael Miebach as well as renowned VCs like Peak XV, Ribbit and Coatue. Responsibilities:- Heading Arta's SG/global business and global distribution/partnerships via Arta's Wealth-as-a-Service offering: Arta for Banks and Financial Institutions -
Director, Global Head Of Partnerships And Head Of Distribution, Prudential Wealth ManagementPrudential Plc Aug 2022 - Oct 2023Central, HkPrudential Wealth Management is a wealth management company and business within the Prudential Group (dual headquartered and publicly traded in HK and LDN). It forms a third pillar alongside the Group's other businesses of insurance and asset management.With a global remit and reporting to the CEO of Prudential Wealth Management, Global, my role and responsibilities include:- Drive growth of the wealth business globally as part of the Wealth Management Executive Committee and senior leadership/management team of Prudential Wealth Management- Member of the Investment and Product Committee that sets the strategy, direction and priorities for the selection, onboarding, distribution and on-going oversight of products on the platform- Member of the Risk and Compliance Committee and Management Committee- Lead and build the B2B business on all fronts; driving the adoption of the service by institutions including banks, insurance companies, asset managers, e-commerce, fintechs and tech companies.- Full P&L responsibility for the wealth business from B2B and partnerships globally.- Develop the B2B business strategy and product. This includes the value proposition, go-to-market strategy, commercial and revenue model for each partner.- Lead Rewards and Payments as well as driving ecosystem/distribution partnerships for the wealth businesses globally.- Manage the partner pipeline and ensuring our partners hit target revenue numbers.- Ensure successful onboarding and integration with partner businesses.- Implement strategy for the Wealth Management business on a global level, including international expansion strategy and execution, licensing execution.- Spearhead business cases and strategy for country expansion.- Lead financial content development and financial education globally. -
Member Of The Wealthtech SubcommitteeSingapore Fintech Association (Sfa) Apr 2022 - Aug 2022Singapore, Singapore, SgThe WealthTech subcommittee of the Singapore FinTech Association is an 8 member team that aims to promote the adoption of technologies to strengthen the capabilities, efficiencies, and governance of Singapore's Digital Wealth industry and catalyse its members' growth and internationalisation efforts. They will represent a variety of companies ranging from start-ups, scale ups to established global FIs, from B2C operators to B2B companies and across the wealth management value chain.https://singaporefintech.org/committee/wealthtech-subcommittee/ -
Country Manager, SingaporeStashaway Jan 2021 - Aug 2022Singapore, Singapore, SgStashAway is a digital wealth manager that offers investment portfolios and wealth management solutions for retail, HNW and UHNW clients and operates in SG, MY, MENA, TH and HK.Largest player in Southeast Asia in terms of AUM and client numbers - as of Jan 2021, we surpassed S$1.3billion in AUM after less than 3 years of operations and achieved this milestone faster than it took the world’s largest digital wealth managers, Betterment and Wealthfront, to reach the same milestone. In 2020, StashAway was recognised as a Technology Pioneer by The World Economic Forum and a Top 10 LinkedIn Startup.Responsibilities:- Headed the core and largest market for the business. Part of the Group's senior leadership, management team and Investment Committee steering strategic direction of the company.- Led our B2B business globally and HNW offering, StashAway Reserve (Private Equity, Angel Investing etc).- Brought in the highest number of B2B clients and HNW AUM since company’s inception.- Signed multiple successful partnerships that include achieving conversion rates of more than 50%as well as generating the highest number of clients and inflows in AUM.- Represented StashAway with regulators, government affiliates and industry level discussions. -
Wealth Advisor - Hnw And UhnwStashaway Jan 2019 - Aug 2022Singapore, Singapore, Sg- Wealth Advisor to our High Net Worth (HNW) and Ultra-high Net Worth (UHNW) clients; managed and advised on their investment portfolios and other investments. - Developed and implemented the financial plans for HNWs and UHNWs, going through the full financial planning process with clients- Generated the highest MoM AUM, the highest percentage growth as well as full year AUM- Led HNW and UHNW communications and engagement (emails, events etc)- Led the creation of StashAway's Product Highlights document as well as the Portfolio Review document and process for HNWs and UHNWs- StashAway's monthly performance report for HNWs and UHNWs -
Group Head Of Public Relations (Pr)Stashaway Jan 2019 - Aug 2022Singapore, Singapore, Sg- Manage media relationships directly in Singapore and regionally- Lead PR strategy for StashAway globally handling media pitches and major announcements (Series B, Series C, Series D, Awarded a Technology Pioneer by the World Economic Forum, Product launches (StashAway's Income Portfolio and StashAway Simple), country launches (Malaysia, UAE, Thailand and Hong Kong)- Crisis Management for StashAway globally- Led PR pitches where we've secured coverage from Bloomberg, CNBC, Techcrunch, The Straits Times, The Business Times, Channel News Asia, Reuters, Business Insider etc -
Group Head Of Stashaway AcademyStashaway Jan 2019 - Aug 2022Singapore, Singapore, Sg- Led the creation of StashAway Academy, StashAway's financial education arm- Led the content creation of all the Academy courses- Created StashAway's Investing for Women curriculum- Present StashAway Academy courses in live in-person seminars and webinars for the public and companies on a weekly basis- As of the end of 2020, StashAway Academy has had more than 25,000 people attend our seminars and webinars- Regularly partner with companies like BlackRock, SPDR State Street, Nikko AM to conduct financial education panels -
Group Head Of Client ExperienceStashaway 2018 - Feb 2021Singapore, Singapore, Sg- Built and led the Client Experience team from a team of 4 in Singapore to a team of 48 across 5 countries (Singapore, Malaysia, Hong Kong, Thailand and UAE). The Client Experience team handles and manages the relationship with our entire client base. The team handles questions relating to the product, portfolios, markets etc. helping clients navigate through the ups and downs of the markets- Managed regional CX strategy and coordinated across departments (Marketing, Business Intelligence, Compliance, Tech) to deliver an exceptional experience for our clients- Implemented compliance requirements within operational and CX processes to ensure we met the highest standards as a Financial Institution- Designed and led processes to achieve operational efficiency, scaling the team quickly into 4 countries after Singapore- Led the team to consistently achieving a 95% CSAT (Customer Satisfaction) score and consistently receiving positive NPS (Net Promoter Score) and mobile app comments on our level of service to our clients- Motivated the team to meet strong SLAs: reduced response times to 8 seconds for calls, 1-2 hours on WhatsApp and 3-4 hours on email- Created career development paths for the team -
Uhnw Client Advisory In The Wealth Management TeamLighthouse Canton Mar 2017 - Jun 2018Singapore, Sg- Researching, analysing, generating and presenting investment ideas to Ultra High Net Worth (UHNWs) clients and the team- Prepared the firm’s weekly investment newsletter and highlight key themes- Created and maintained consolidated financial statement for client’s investments and presented performance and recommendations for their portfolios- Worked across functions: In compliance - created a regulatory checklist for the firm according to applicable MAS regulations. Drafted and presented corporate governance policy for the funds we were setting up.- Worked across functions: In operations - worked on booking of trades, subscriptions and redemptions from our funds and the KYC as well as other fund related operational activities.- Worked on setting up on entities (investment holding companies) for clients, client on boarding (KYC and due diligence), and other reporting responsibilities to regulators and clients -
Founder, EntrepreneurFitness Tech Startup 2016 - 2017- Passionate about Tech, Fitness and Nutrition, I founded a Fitness Tech Startup that would bring a community together and allow for companies to better target customers- Led Business Development, Strategy, Marketing and content for the website and platform.- Vendor management on product and tech functions- Working with a technology vendor, defined the requirements and developed the web based platform
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Asst. Manager, Analyst In The Institutional Clients Group Providing Institutional Portfolio ServicesCiti 2015 - 2016New York, New York, Us- Worked trades across asset classes and instruments: Equities, Fixed Income, Derivatives, Placements, OTC contracts- Coordinating daily with international brokers and custodians of funds for trade confirmation and client queries- Handled Futures margin transfer instructions to custodians and prepared the daily reports out to clients (fund managers, asset managers, institutional FIs) -
Stena Clyde Special Periodic Survey ProjectStena Drilling Oct 2014 - Feb 2015Aberdeen, Gb- Contract Role for the 6-month Project in Singapore- Analyse documentation, Rig Technical Specification Contracts provided by Shipyard/Rig builders for decision making- Edit work scope for SPS activities: include appropriate HSE issues, Quality Reports, Activities- Established and maintain effective project document control system- Provide support to different teams: Drilling, Structural, Subsea, Marine, HSE, Piping for Stena Clyde Rig- Was offered to join a second Special Periodic Survey Project in the Bahamas -
Business Intelligence And Esolutions, Decision Management TeamCiti 2012 - 2013New York, New York, Us- Assist the team in creating new processes to support IPB and Non-Residential Indian Business. The team provides sales and marketing reports, prospective business analysis and management support.- Writing/Executing/Monitoring test cases and verification of test data/processes by coordinating with the NRI Team in India, Technology Team in China, Business Analysts in Singapore -
Finance InternFrancois Marine Group 2010 - 2010Pioneer, West Region, Sg- Assist in bank reconciliation and accounting journal entries -
Finance InternFrancois Marine Group 2008 - 2008Pioneer, West Region, Sg
Amanda Ong Education Details
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UnswDouble Major In Accounting And Finance -
Acs InternationalEconomics And English -
Img AcademyHigh School Diploma -
Singapore Sports SchoolO Levels Path
Frequently Asked Questions about Amanda Ong
What company does Amanda Ong work for?
Amanda Ong works for Arta Finance
What is Amanda Ong's role at the current company?
Amanda Ong's current role is Singapore CEO and Global Head of Partnerships.
What is Amanda Ong's email address?
Amanda Ong's email address is am****@****ail.com
What schools did Amanda Ong attend?
Amanda Ong attended Unsw, Acs International, Img Academy, Singapore Sports School.
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