April Wagner Email & Phone Number
Who is April Wagner? Overview
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April Wagner is listed as Family Officer at Eightstone at Eightstone Oclaner, a company with 7 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for April Wagner.
April Wagner previously worked as Family Officer at Eightstone Oclaner and Associate Director at Julius Baer. April Wagner holds Bachelor'S Degree, Arts & Social Sciences, Cap 3.67 from National University Of Singapore.
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About April Wagner
Accomplished Private Banking professional with over 16 years of experience in Banking across Non‐Resident Indian Markets, Asian and European segments with key expertise including client management, advisory on investment products and knowledge of market and regulatory environment. Successfully operated within diverse, high-performing teams driving revenue, profit and organizational integrity. As an efficient and meticulous Private Wealth Management specialist, consistently delivered results and optimizing company profile and brand awareness while strengthening client relationships.
April Wagner's current company
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April Wagner work experience
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Associate Director
- Assisted Senior Private Banker within the NRI team.- Forged intimate and reliable relationships with clients through prompt and consistent follow-up on all client issues.- Book size at its largest was approximately CHF 400 million. - Experienced in all aspects of client services such as account onboarding, AMLS, KYC reviews, payments, corporate actions.
Client Service Manager
- Assisted 2 Private Bankers with total book size of approximately USD 500 million.- Client book consisted of UHNWI/UHNW Family Offices from Singapore and Southeast Asia segments. - Handled client inquiries, order placements, loan rollovers and administrative matters such as account opening, order placement, payments and periodic reviews. Notable.
Senior Personal Wealth Manager
- Ran a book of approximately 250 clients within the onshore mass affluent segment.- Based at HSBC’s flagship branch at Collyer Quay.- Responsible for garnering revenue from insurance, investments and credit products.Notable Achievements:- Consistently achieved quarterly targets.
Personal Financial Manager
- Worked within the consumer banking sales team for the East zone. - Responsible for garnering sales of insurance, investments, mortgage and credit products. - Responsibilities also included front‐line customer service at the branch for account-opening, telegraphic transfer applications and handling of service breakdown issues. Notable Achievements.
Financial Planner
- Responsible for garnering insurance sales and maintaining client relationships.- A hunter role that required building a portfolio from scratch. - Consistently achieved personal monthly targets of above CHF 30,000 (annual premium).- 1st runner‐up for Rookie of the Year.
Financial Analyst
- Responsible for managing and maintaining client relationships, reporting directly to the Managing Director.- Established sales opportunities with new investors. - Assisted in the analysis and execution of transactions, mainly in the equities market.
Colleagues at Eightstone Oclaner
Other employees you can reach at eightstone-oclaner.com. View company contacts for 7 employees →
Chiara Bartoletti
Colleague at Eightstone OclanerSingapore, Singapore
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Ivo Bartoletti
Colleague at Eightstone OclanerSingapore, Singapore
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Rian Thakrar
Colleague at Eightstone OclanerSingapore, Singapore, Singapore
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Jean Gueron
Colleague at Eightstone OclanerSingapore, Singapore, Singapore
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Lukas Brandstatter
Colleague at Eightstone OclanerGeneva Metropolitan Area, Switzerland
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April Wagner education
Bachelor'S Degree, Arts & Social Sciences, Cap 3.67
Gce A Levels, 3 As
Frequently asked questions about April Wagner
Quick answers generated from the profile data available on this page.
What company does April Wagner work for?
April Wagner works for Eightstone Oclaner.
What is April Wagner's role at Eightstone Oclaner?
April Wagner is listed as Family Officer at Eightstone at Eightstone Oclaner.
Where is April Wagner based?
April Wagner is based in Singapore, Singapore, Singapore while working with Eightstone Oclaner.
What companies has April Wagner worked for?
April Wagner has worked for Eightstone Oclaner, Julius Baer, Standard Chartered Bank, Hsbc, and Dbs Bank.
Who are April Wagner's colleagues at Eightstone Oclaner?
April Wagner's colleagues at Eightstone Oclaner include Chiara Bartoletti, Ivo Bartoletti, Rian Thakrar, Jean Gueron, and Lukas Brandstatter.
How can I contact April Wagner?
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What schools did April Wagner attend?
April Wagner holds Bachelor'S Degree, Arts & Social Sciences, Cap 3.67 from National University Of Singapore.
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