Benjamin Wong

Benjamin Wong Email and Phone Number

Wealth Strategist | Private Banker | Investment Specialist | Empowering high net worth individuals and families in their wealth journeys. @ UOB
singapore, singapore
Benjamin Wong's Location
Singapore, Singapore
About Benjamin Wong

Over 30 years of shaping financial success for high-net-worth individuals, families, non-profits, and corporations. I specialize in protecting assets, building legacies, and optimizing portfolios with strategies that deliver real results. From intergenerational wealth transfers to philanthropy and holistic planning, I simplify the complex and empower clients to preserve, grow, and give with purpose.

Benjamin Wong's Current Company Details
UOB

Uob

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Wealth Strategist | Private Banker | Investment Specialist | Empowering high net worth individuals and families in their wealth journeys.
singapore, singapore
Website:
uobgroup.com
Employees:
13395
Benjamin Wong Work Experience Details
  • Uob
    Senior Client Advisor, Senior Director
    Uob Jan 2024 - Present
    Singapore
    Private Banking - prospecting and establishing relationships with high net worth individuals and families, trustees, corporations and non-profit organizations. Helping clients navigate investments, legacy planning, and trust establishment, thereby empowering them on their wealth journeys.
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  • Credit Suisse
    Senior Relationship Manager, Director
    Credit Suisse Jun 2015 - Jan 2024
    Singapore
    Private Banking - establishing relationships with high net worth individuals and families, trustees, corporations and non-profit organizations. Advising clients on investment strategies to achieve sustainable returns.Open Network - co-chair championing LGBTQ awareness, equality and well-being.
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  • Standard Chartered Bank
    Investment Advisor (Private Bank), Director
    Standard Chartered Bank Aug 2010 - May 2015
    Singapore
    Investment Advisor (Private Bank), managing clients' investments (across asset classes) and helping them achieve wealth preservation and growth. Championed investment sales in alternatives for real estate and private credit.Fixed income specialist, generating trade ideas for the Private Bank and Retail Bank.
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  • Commonwealth Bank
    Head Of Global Markets & Treasury (Singapore & Sea)
    Commonwealth Bank Jan 2003 - Sep 2007
    Singapore, Singapore
    Managing dealers, as well as sales personnel. Having P&L responsibilities, and driving sales efforts of AUD products into the Asian financial institutional space.
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Benjamin Wong Education Details

Frequently Asked Questions about Benjamin Wong

What company does Benjamin Wong work for?

Benjamin Wong works for Uob

What is Benjamin Wong's role at the current company?

Benjamin Wong's current role is Wealth Strategist | Private Banker | Investment Specialist | Empowering high net worth individuals and families in their wealth journeys..

What schools did Benjamin Wong attend?

Benjamin Wong attended Foundation For Shared Impact, National University Of Singapore.

Who are Benjamin Wong's colleagues?

Benjamin Wong's colleagues are Arij Hussain, Captain Kev, Khoi Ton, Damien Lim, Piyaon Soorapan, Lim Pei Wen, Choon Wei Ong.

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