Senior Wealth Manager
Currenthttps://www.prudentialfa.com.sg/disclaimer-pfa.html
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@bankofsingapore.com
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Ivan Loh is listed as Senior Wealth Manager representing Prudential Financial Advisers Singapore | Empowering Individuals & Families Through Holistic Financial Planning at Prudential Financial Advisers Singapore, based in Singapore, Singapore, Singapore. AeroLeads shows a work email signal at bankofsingapore.com and a matched LinkedIn profile for Ivan Loh.
Ivan Loh previously worked as Senior Wealth Manager at Prudential Financial Advisers Singapore and Senior Financial Consultant at Prudential Assurance Company Singapore. Ivan Loh holds Bachelor, Economics & Finance from Singapore Institute Of Management.
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Live the life you would love to have - I firmly believe that this is within everyone's reach.Passionate about personal growth, freedom and making the most of every moment, I approach my work as a financial planner with these values. Everyone deserves the sense of security that provides them with peace of mind while having the freedom to pursue their financial aspirations and more.Every life has stories to tell—stories about dreams, fear, love and everything in between. I live to listen and connect with them every day, from strangers who became friends. Along this journey, I help them in uncovering more realizations about themselves and clarity on what would bring them happiness and fulfilment—the life they truly desire.Drawing upon my extensive experience in the private banking and life insurance sectors, I believe I am able to curate a combination of insurance coverage and investment opportunities that would provide my clients with the confidence necessary to chase their aspirations while safeguarding the future of their families.I would love to sit down and listen to your story. Your financial dreams and beyond. I am just a call away.Business Page: https://ivanloh.assured.sg/ Facebook Page: https://www.facebook.com/ivanlohmh“Be the change that you wish to see in the world.” - Mahatma Gandhiwww.prudentialfa.com.sg/disclaimer-pfa.htmlApproval Code: AT13Aug24KK87
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Singapore
https://www.prudentialfa.com.sg/disclaimer-pfa.html
Singapore
This Linkedin Page is the Page of Ivan Loh, an adviser of Prudential Assurance Company Singapore (PACS) and I am wholly responsible for the content contained below and it only contains my personal views, thoughts, and opinions.This Page is for informational purposes only and is not endorsed by PACS nor does it constitute any official communication of.
Singapore
- Role of Assistant Relationship Manager- Liaised closely with high net worth clients (Accredited Investors)- Handled large trades consisting involving suite of products from equities to structured products- Contributed to the Relationship Managers' career targets- Executed and oversaw financial large transactions- Collaborated between other teams to.
Singapore
- Reporting to senior management regarding compliance issues.- Performed suitability checks and trade reviews.- Provided support for on-boarding accounts and KYC with regards to client suitability focused reviews and due diligence checks.- Conducted checks for outgoing remittances as well as Email correspondences.
- Checked transaction (payments and trade) related documents to ensure compliance with the bank’s internal policies.- Involved in processing broad range of payment documents in high volumes whilst retaining a high level of precision.- Gained experience in interpreting and understanding SWIFT messages.
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Ivan Loh works for Prudential Financial Advisers Singapore.
Ivan Loh is listed as Senior Wealth Manager representing Prudential Financial Advisers Singapore | Empowering Individuals & Families Through Holistic Financial Planning at Prudential Financial Advisers Singapore.
AeroLeads has found 1 work email signal at @bankofsingapore.com for Ivan Loh at Prudential Financial Advisers Singapore.
Ivan Loh is based in Singapore, Singapore, Singapore while working with Prudential Financial Advisers Singapore.
Ivan Loh has worked for Prudential Financial Advisers Singapore, Prudential Assurance Company Singapore, Bank Of Singapore, Merrill Lynch, and Ing Bank Singapore.
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Ivan Loh holds Bachelor, Economics & Finance from Singapore Institute Of Management.
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