Ivor Chua (蔡俊逹)

Ivor chua (蔡俊逹)

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  • Timeline

  • About me

    Director (PTL), Priority Private Clients, @ Standard Chartered Bank

  • Education

    • Hwa chong junior college

      1999 - 2000
    • Wealth management institute (wmi)

      2015 - 2015
      Ibf qualified wealth management - relationship management - private banking
    • Insead

      -
      Sc-insead wealth academy hnw programme

      Fontainebleau Capstone Programme for top 27 Diamond Programme Graduates from SG, HK & MY

    • Nanyang technological university singapore

      2003 - 2006
      Bachelor of business marketing and finance
  • Experience

    • Standard chartered bank

      Oct 2010 - now

      Duo role of Team Manager and Relationship Manager.Provides Wealth Management Advisory to HNW Clients.Manages a team of Priority Relationship Managers.Develops business strategies for team.Coaches and mentor the team to ensure growth and competency in their wealth management skill sets. Proactively manages a portfolio of HNW clients, providing them with suitable wealth management solutions including Fixed Income, Equity, FX, Structured Investments, Legacy Planning, Insurance and Loans.Constantly seek market opportunities and provide creative solutions for clients.Progressed from Branch Banking - Personal Financial Specialist in 2010Consistently over achieved performance on quarterly basis.Achieved 6 top RM awards.

      • Participating Team Lead

        Oct 2015 - now
      • Relationship Manager, Priority Banking

        Oct 2010 - Sept 2015
  • Licenses & Certifications

    • Chartered market technician - level i (cmt)

      Cmt association, inc.
      Jun 2021