Wei-En Sim, Cfa, Caia
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Wei-En Sim, Cfa, Caia Email & Phone Number

Chief Investment Officer and Chief Operating Officer (CIO and COO) at Single Family Office
Location: Singapore, Singapore, Singapore 8 work roles 4 schools
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Current company
Role
Chief Investment Officer and Chief Operating Officer (CIO and COO)
Location
Singapore, Singapore, Singapore
Company size

Who is Wei-En Sim, Cfa, Caia? Overview

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Quick answer

Wei-En Sim, Cfa, Caia is listed as Chief Investment Officer and Chief Operating Officer (CIO and COO) at Single Family Office, a company with 1429 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Wei-En Sim, Cfa, Caia.

Wei-En Sim, Cfa, Caia previously worked as Chief Investment Officer at Single Family Office and Private Banker at J.P. Morgan. Wei-En Sim, Cfa, Caia holds Bachelor Of Business Management, Finance from Singapore Management University.

Company email context

Email format at Single Family Office

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Single Family Office

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Profile bio

About Wei-En Sim, Cfa, Caia

Wei-En Sim, Cfa, Caia is a Chief Investment Officer and Chief Operating Officer (CIO and COO) at Single Family Office. He possess expertise in financial services, wealth management, private banking, portfolio management, investment banking and 16 more skills.

Listed skills include Financial Services, Wealth Management, Private Banking, Portfolio Management, and 17 others.

Current workplace

Wei-En Sim, Cfa, Caia's current company

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Single Family Office
Single Family Office
Chief Investment Officer and Chief Operating Officer (CIO and COO)
Singapore
Website
-
Employees
1429
AeroLeads page
8 roles

Wei-En Sim, Cfa, Caia work experience

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Private Banker

New York, NY, US

Private banker covering UHNW clients in Singapore and Indonesia

Aug 2013 - Feb 2017

Client Advisor

Ubs

Zurich, CH

Client Advisor covering High Net Worth Individuals, focusing on the Singapore market.

Oct 2009 - Jun 2013

Associate Program

Ubs

Zurich, CH

Selected for the UBS Wealth Management Associate Program for mid-career hires, and trained over a 12-month customized program to successfully deliver the UBS value proposition.

Oct 2008 - Sep 2009

Product Specialist, Domestic Custody Services

Frankfurt Am Main, Hessen, DE

Regional product specialist and client manager responsible for custody product delivery and client management in 13 markets across Asia. Prepared for single and cross-border Request for Proposals, Service Level Agreements and due diligence visits, marketing surveys, business development and client service issues.

Jul 2006 - Sep 2008

Business Analyst, Chief Operating Officer’S Office

Frankfurt Am Main, Hessen, DE

Supported the APAC CEO and COO in the preparation of monthly and quarterly reports for ExCo meetings, which required analysis of business and infrastructure issues such as P&L, HR, MIS, Audit and Compliance in addition to strategic and new business initiatives.

Aug 2005 - Jun 2006

Management Associate

Frankfurt Am Main, Hessen, DE

Focused on Global Transaction Banking products (including Cash Management, Trade Finance and FX/Capital Market Sales) and Corporate Banking coverage of multi-national and German companies

Aug 2004 - Jul 2005
4 education records

Wei-En Sim, Cfa, Caia education

Bachelor Of Business Management, Finance

Singapore Management University

Caia

Caia Association

Cfa

Cfa Institute

Ubs Wealth Management Diploma

Ubs Business University
FAQ

Frequently asked questions about Wei-En Sim, Cfa, Caia

Quick answers generated from the profile data available on this page.

What company does Wei-En Sim, Cfa, Caia work for?

Wei-En Sim, Cfa, Caia works for Single Family Office.

What is Wei-En Sim, Cfa, Caia's role at Single Family Office?

Wei-En Sim, Cfa, Caia is listed as Chief Investment Officer and Chief Operating Officer (CIO and COO) at Single Family Office.

Where is Wei-En Sim, Cfa, Caia based?

Wei-En Sim, Cfa, Caia is based in Singapore, Singapore, Singapore while working with Single Family Office.

What companies has Wei-En Sim, Cfa, Caia worked for?

Wei-En Sim, Cfa, Caia has worked for Single Family Office, J.P. Morgan, Ubs, and Deutsche Bank Ag.

How can I contact Wei-En Sim, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Wei-En Sim, Cfa, Caia at Single Family Office, including work email, phone, and LinkedIn data when available.

What schools did Wei-En Sim, Cfa, Caia attend?

Wei-En Sim, Cfa, Caia holds Bachelor Of Business Management, Finance from Singapore Management University.

What skills is Wei-En Sim, Cfa, Caia known for?

Wei-En Sim, Cfa, Caia is listed with skills including Financial Services, Wealth Management, Private Banking, Portfolio Management, Investment Banking, Structured Products, Equities, and Private Equity.

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