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Nicholas Wong Email & Phone Number
Assistant Vice President, Equity Sales
at
Maybank Investment Banking Group
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✓ Verified August 2026
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Current company
Role
Assistant Vice President, Equity Sales
Location
Singapore
Who is Nicholas Wong? Overview
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Quick answer
Nicholas Wong is listed as Assistant Vice President, Equity Sales at Maybank Investment Banking Group, based in Singapore. AeroLeads shows a matched LinkedIn profile for Nicholas Wong.
Nicholas Wong previously worked as Dealer, Equity Sales at Maybank Investment Banking Group and Graduate Paraplanner at Rdl Financial Planning (Australia). Nicholas Wong holds Bachelor Of Commerce (Distinction), Finance & Financial Planning, Distinction from Deakin University.
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Email format at Maybank Investment Banking Group
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Maybank Investment Banking Group
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Profile bio
About Nicholas Wong
Nicholas Wong is a Assistant Vice President, Equity Sales at Maybank Investment Banking Group. He possess expertise in volunteering, banking, microsoft excel, finance, business and 2 more skills.
Listed skills include Volunteering, Banking, Microsoft Excel, Finance, and 3 others.
Current workplace
Nicholas Wong's current company
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8 roles
Nicholas Wong work experience
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Assistant Vice President, Equity Sales
Current
Feb 2023 - Present
Dealer, Equity Sales
Feb 2021 - Jan 2023
Graduate Paraplanner
Rdl Financial Planning (Australia)
• Supported licensed financial advisors in fund management for >200 clients, including preparation of financial advice documentations detailing recommendations on investment strategies and financial plans based on client’s current financial position, objectives, and risk profile.• Managed full suite of KYC exercise to understand client’s assets, liabilities, income, expenditure, and estate, while leveraging product knowledge to provide financial advisory on general finances, Superannuation funds, taxation, and estate planning.• Conducted investment research and analysis through Morningstar and Lonsec platforms, executing investment trades in alignment with client’s financial goals. • Built client confidence during market downturn (due to COVID-19) through introduction of dollar-cost average strategy and by focusing on long-term investment objectives and cyclical market corrections.• Served as key point of client contact for general and investment platform account queries and provided timely solutions to enhance customer confidence and organization’s reputation.Significant Achievementso Increased overall ROI on client portfolios by >15% between Q4:2018 and Q4:2019 through comprehensive investment analysis and projections, timely client support, and alignment with organization’s focus to provide quality financial advice.o Enabled 100% client retention through annual financial reviews that kept pace with evolving environments, providing recommendations on investment fund switch, platform badge, and Superannuation contributions.o Enhanced productivity via standardization of implementation checklist on Xplan CRM software and streamlining of advice tracking sheet and compliance checker, which served to simplify processes and improve knowledge management.
Oct 2018 - Aug 2020
Finance Intern
Nov 2017 - Feb 2018
Aug 2014 - Jun 2016
Accounts Review Assistant
Feb 2014 - May 2014
Citiservice® Intern, Institutional Client Group
Sep 2013 - Jan 2014
3 education records
Nicholas Wong education
Bachelor Of Commerce (Distinction), Finance & Financial Planning, Distinction
Diploma, Banking And Financial Services
High School, Cambridge Ordinary Levels
Mayflower Secondary School
FAQ
Frequently asked questions about Nicholas Wong
Quick answers generated from the profile data available on this page.
What company does Nicholas Wong work for?
Nicholas Wong works for Maybank Investment Banking Group.
What is Nicholas Wong's role at Maybank Investment Banking Group?
Nicholas Wong is listed as Assistant Vice President, Equity Sales at Maybank Investment Banking Group.
Where is Nicholas Wong based?
Nicholas Wong is based in Singapore while working with Maybank Investment Banking Group.
What companies has Nicholas Wong worked for?
Nicholas Wong has worked for Maybank Investment Banking Group, Rdl Financial Planning (Australia), Coface, Singapore Armed Forces (Saf), and Dbs Bank.
How can I contact Nicholas Wong?
You can use AeroLeads to view verified contact signals for Nicholas Wong at Maybank Investment Banking Group, including work email, phone, and LinkedIn data when available.
What schools did Nicholas Wong attend?
Nicholas Wong holds Bachelor Of Commerce (Distinction), Finance & Financial Planning, Distinction from Deakin University.
What skills is Nicholas Wong known for?
Nicholas Wong is listed with skills including Volunteering, Banking, Microsoft Excel, Finance, Business, Commercial Banking, and Treasury.
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