Client Advisor
CurrentIndependent Financial Advisory. Advising on personal financial planning and corporate risk management such as property & casualty, financial lines, workplace compensation and employee benefits.
Aug 2023 - Present
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🧑🏻💻Terran Ng, Ibfq Email & Phone Number
Client Advisor
at
Cornerstone
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Who is 🧑🏻💻Terran Ng, Ibfq? Overview
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Quick answer
🧑🏻💻Terran Ng, Ibfq is listed as Client Advisor at Cornerstone, based in Singapore. AeroLeads shows a matched LinkedIn profile for 🧑🏻💻Terran Ng, Ibfq.
🧑🏻💻Terran Ng, Ibfq previously worked as Premier Consultant at Aia Singapore and Securities Transfer & Custody, Analyst at Credit Suisse. 🧑🏻💻Terran Ng, Ibfq holds Bachelor Of Engineering (B.Eng.), Engineering Systems & Design (Financial Services) from Singapore University Of Technology And Design (Sutd).
Company email context
Email format at Cornerstone
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Cornerstone
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Profile bio
About 🧑🏻💻Terran Ng, Ibfq
Independent Financial AdvisorInvestment & Retirement Specialist Comprehensive Insurance & Legacy Planning
Current workplace
🧑🏻💻Terran Ng, Ibfq's current company
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4 roles
🧑🏻💻Terran Ng, Ibfq work experience
A career timeline built from the work history available for this profile.
Premier Consultant
HNW Family office specialist, providing wealth management advisory services through Insurance, investment, retirement and Legacy.
Nov 2019 - Jul 2023
Securities Transfer & Custody, Analyst
Executing securities transfer requests by clients/front office. Regular interaction with securities custodians and counterparts in local and overseas markets to ensure seamless transaction. Handling of equities, bonds and funds transfer requests by clients in major financial markets. Collaborating with various stakeholders to ensure documentations are in order for all transactions.Experienced in market requirements and regulations and using tools such as Temenos (T24), Radius, Financial Messaging Platform (FMP) and SWIFT to execute security transactions. Experienced in monitoring of securities transfers using Radius to ensure transaction goes through and also able to identify and tackle potential issues that may prevent any transactions from getting matched and processed.
Dec 2015 - Oct 2019
Solutions Development, Project Intern
Dept of Global Command Centre SingaporeCreated and developed a computer tracking system consisting of, due to heavy restrictions on allowed software, Microsoft Office applications (VBA) and batch programming which successfully reduced human effort and time taken by at least 99.5% when compared to previous methods.Led in a team of three to create, develop and implement a task management system, with the ability to connect to any user account in the institution, using only Microsoft Office applications (VBA), where the results can be exported into a readable format which will be used for annual performance evaluations.
May 2014 - Aug 2014
2 education records
🧑🏻💻Terran Ng, Ibfq education
Bachelor Of Engineering (B.Eng.), Engineering Systems & Design (Financial Services)
Diploma In Aerospace Systems & Management
FAQ
Frequently asked questions about 🧑🏻💻Terran Ng, Ibfq
Quick answers generated from the profile data available on this page.
What company does 🧑🏻💻Terran Ng, Ibfq work for?
🧑🏻💻Terran Ng, Ibfq works for Cornerstone.
What is 🧑🏻💻Terran Ng, Ibfq's role at Cornerstone?
🧑🏻💻Terran Ng, Ibfq is listed as Client Advisor at Cornerstone.
Where is 🧑🏻💻Terran Ng, Ibfq based?
🧑🏻💻Terran Ng, Ibfq is based in Singapore while working with Cornerstone.
What companies has 🧑🏻💻Terran Ng, Ibfq worked for?
🧑🏻💻Terran Ng, Ibfq has worked for Cornerstone, Aia Singapore, Credit Suisse, and Citi.
How can I contact 🧑🏻💻Terran Ng, Ibfq?
You can use AeroLeads to view verified contact signals for 🧑🏻💻Terran Ng, Ibfq at Cornerstone, including work email, phone, and LinkedIn data when available.
What schools did 🧑🏻💻Terran Ng, Ibfq attend?
🧑🏻💻Terran Ng, Ibfq holds Bachelor Of Engineering (B.Eng.), Engineering Systems & Design (Financial Services) from Singapore University Of Technology And Design (Sutd).
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