Millie Wong Email & Phone Number
Who is Millie Wong? Overview
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Millie Wong is listed as Founder and CEO at Willia Estate, a with 10 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Millie Wong.
Millie Wong previously worked as Assistant Vice President at Manulife Financial Advisers Pte Ltd and Premier Client Manager at Maybank.
Email format at Willia Estate
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About Millie Wong
Millie Wong is a Founder and CEO at Willia Estate.
Millie Wong's current company
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Millie Wong work experience
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Founder And Ceo
Founder And Ceo
Dedicated and results-driven investment professional with a proven track record in managing assets for ultra high-net-worth individuals both onshore and offshore. Specialising in Discretionary Portfolio Management and Private Wealth Management, I bring a wealth of expertise to the financial industry.Key Achievements:▸ Successfully managed portfolios for Ultra High Net Worth clients, achieving consistent returns and exceeding performance benchmarks.▸ Applied in-depth knowledge of… Show more Dedicated and results-driven investment professional with a proven track record in managing assets for ultra high-net-worth individuals both onshore and offshore. Specialising in Discretionary Portfolio Management and Private Wealth Management, I bring a wealth of expertise to the financial industry.Key Achievements:▸ Successfully managed portfolios for Ultra High Net Worth clients, achieving consistent returns and exceeding performance benchmarks.▸ Applied in-depth knowledge of equities, bonds, mutual funds, and CFDs to provide comprehensive portfolio advisory services.▸ Developed and executed tailored investment strategies to align with clients' financial goals and risk tolerance.WILLIA GROUP - WEᴍᴜᴍs | WEʜᴏᴍᴇsLeveraging my proficiency in asset management, I founded and nurtured WEᴍᴜᴍs, a flourishing community dedicated to supporting mothers. Additionally, I conceptualized and executed a Fintech platform - WEʜᴏᴍᴇs, enhancing public accessibility and providing users with transparent information. This initiative empowers individuals to make informed decisions customised to their unique needs. Show less
Assistant Vice President
Leadership Experience ▸ Total Team AUM >$20M ▸ 2022/2023 Top Recruitment ▸ Groomed 1 Unique Top of Table Achiever▸ Groomed 3 Unique Court of Table Achiever▸ Groomed 5 Unique Million Dollar Round Table AchieverTHE TABLE MAKER (ʜᴛᴛᴘs://ᴛʜᴇ-ᴛᴀʙʟᴇ-ᴍᴀᴋᴇʀ.ᴄᴏᴍ/)Initiated The Table Maker, where we nurture careers and spark innovation. Our mentorship, collaboration, and personalised strategies light your path to a brighter professional future.
Premier Client Manager
Senior Insurance Specialist
-Senior Bancassurance Specialist : - Legacy Planning for HNW - Onshore Corporate Portfolio Planning-Continual transition to sister company under Maybank Premier Banking
Relationship Manager
Frequently asked questions about Millie Wong
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What company does Millie Wong work for?
Millie Wong works for Willia Estate.
What is Millie Wong's role at Willia Estate?
Millie Wong is listed as Founder and CEO at Willia Estate.
Where is Millie Wong based?
Millie Wong is based in Singapore while working with Willia Estate.
What companies has Millie Wong worked for?
Millie Wong has worked for Willia Estate, Manulife Financial Advisers Pte Ltd, Maybank, Etiqa Insurance Singapore, and Ocbc.
How can I contact Millie Wong?
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