Bobby Wong
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Nanyang Technological University Singapore
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FlashIntel GPT
Tell me more about Bobby Wong?
FlashIntel GPTBobby Wong is an experienced Associate in private banking with 16.8 years of work experience. He specializes in fixed income, structured products, equities, global custody, corporate actions, derivatives, and settlement. Based in Singapore, Bobby has a focus on Greater China high net-worth clients. He is well-equipped with KYC, Due Diligence, AML, and cross-border knowledge. Bobby has worked at UBS in Switzerland as a Client Advisor and Assistant, as well as at Morgan Stanley in the United States as a Client Service Associate and Securities Specialist.
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About
Experienced Associate in private banking with focus on Greater China high net-worth client. Exposure in structured products sales & advisory, investment fund selection and personal trust setup. Well equipped with KYC, Due Diligence, AML and cross border knowledge. Abide by industry-wide compliance regulations and cross border requirements.
Work Experience
greater china wealth management
Client Advisor
Client Advisor Assistant
Securities Specialist
Intern
Intern
Financial Services
Bobby Wong's Professional Milestones
- Client Service Associate (2013-08-01~2014-05-01): Successfully delivered client satisfaction reports to clients, exceeding expectations and driving firm loyalty.
- Intern (2007-01-01~): Successfully managed a high-profile project, gaining valuable hands-on experience in the field of design.
Education
Bachelor Of Business Administration (b.b.a.),
Major In Finance
2005-2008Skill
Fixed Income
Structured Products
Equities
Global Custody
Corporate Actions
Derivatives
Settlement
Certification
Colleagues
Other Named Bobby Wong
Frequently asked questions
We found 1 Bobby Wong's email addresses
Bobby Wong's social media include: Linkedin,
Bobby Wong works for UBS
Bobby Wong's role in UBS is greater china wealth management
Bobby Wong works in the industry of Financial Services
Bobby Wong's colleagues are Kishan Joshi,Kingston Nguyen,Riley Barrington
Bobby Wong's latest job experience is greater china wealth management at UBS
Bobby Wong's latest education in Nanyang Technological University Singapore
