De Victor Ong 王玮德 Email & Phone Number

Singapore

• Manages DBS Offshore segment – North Asia, Vietnam, Thailand and Philippines.
• Achieved Top Offshore Bancassurance Specialist – FY 2021, 2022
• Awarded Brilliant Star Award (Bronze) – Q2 2021
• Awarded Brilliant Star Award (Silver) – Q2, Q3 & Q4 2019
• Awarded Brilliant Star Award (Gold) – H2 2019
• Provides legacy planning strategies for HNW clients

Singapore

• Conducts annual reviews and analysis on universal life policies for HNW/UHNW clients and their private bankers.
• Well-verse in transferring of policy ownership between individual, trust and PIC for clients.
• Identify upselling and cross-selling opportunities.
• Responsible for all after sales services and enquires from clients, private banks and trustees.
• Manages a portfolio of UHNW clients from Singapore, Malaysia, EMEA and North Asia.
• Manages client due diligence (in-force HNW policies)

• Achieved above 100% of quarter targets.
• Manages and develops bancassurance business in Standard Chartered Priority segment.
• Provides legacy planning strategies for HNW clients.
• Integrates insurance into HNW client’s portfolio as a form of diversification and stabilizer.
• Experienced in legacy planning, wealth preservation and wealth accumulation products.
• Responsible for coaching relationship manager for successful referrals.

Maybank Battery Road

• Awarded Top Insurance Specialist 2014.
• Manages and develops bancassurance business in Maybank Premier Wealth segment.
• Provides legacy planning strategies for HNW clients.
• Experienced in legacy planning wealth preservation and wealth accumulation products.
• Responsible for coaching relationship manager for successful referrals.

• Provides tailored investment solutions to address financial concerns of privileged clientele.
• Acquisition of clientele via networking, referrer & tele-consulting.
• Build and maintain long-term client relationships.
• Ensures client’s financial needs are planned as well as covered.
• Ensures documentation is comprehensive & compliant with best practices.
• Keep abreast of the latest market conditions through daily market updates and financial newsprints.

• Provides advisory wealth solutions to client through financial needs analysis.
• Cross-sell a full range of wealth management products.
• Build and maintain long-term client relationships.
• Keep abreast of the latest market conditions for client’s perusal.
• Adhere to MAS compliance regulations through trainings and e-learning.
• Perform due diligence checks on customers for anti-money laundering preventions.

Bachelor Of Engineering (B.Eng.), Materials Engineering

Diploma, Electronics, Computer & Communication Engineering