Talk to sales Try for Free
Andre Ang, AEPP, CFP

Andre Ang, AEPP, CFP

Sergeant

Followers of Andre Ang, AEPP, CFP1000 followers
location of Andre Ang, AEPP, CFPSingapore

Connect with Andre Ang, AEPP, CFP to Send Message

Connect

Connect with Andre Ang, AEPP, CFP to Send Message

Connect

  • Timeline

  • About me

    Associate Director, HSBC Premier Elite | MBA Candidate at SMU

  • Education

    • University of Melbourne

      2016 - 2018
      Bachelor of Commerce (BCom) Accounting and Finance

    • ACS International

      2008 - 2013
      Diploma

      IB Diploma Programme

    • Singapore Management University

      -
      Master of Business Administration - MBA

  • Experience

    • Singapore Civil Defence Force

      May 2014 - May 2016
      Sergeant

    • IACT Accounting & Tax Services

      Jan 2017 - May 2018
      Accounting Trainee

      Primary Duties:- Assist with bookkeeping for certain clients- Assist with Balance Sheets, Income and Cash Flow Statements, Bank Recon, BAS etc- Able to use Xero/MYOB Accounting Softwares

    • EY

      Jan 2018 - Feb 2018
      Assurance - Financial Services Intern

    • United Overseas Bank Limited (UOB)

      Mar 2019 - Nov 2019
      Personal Banker

      o Advise and provide Mass Market clients (AUM < 100k) with financial solutions to achieve their objectives, such as Wealth Accumulation, Legacy planning, and Insurance (Endowments/ Whole Life)o Foster strong relationships with retail clients through servicing and sales of bank products.

    • RHB Singapore

      Dec 2019 - Jan 2021
      Relationship Manager

      • Job Title: Relationship Manager• Retail Banking & Wealth Management• Dealing with Insurance (Endowments, Term, Universal/Whole Life), Unit Trusts, Loans, Dual Currency Investments and Forex Trading• Also have experience with HNW Single Premium Whole Life policies, and also Premium Financing • Advise Mass and Premier clients of RHB (AUM 200k to 4 million) enhance their wealth/protect assets, or think and plan for their future generations (Legacy Planning)

    • OCBC Bank

      Feb 2021 - Dec 2021
      Senior Personal Financial Consultant

    • Standard Chartered Bank

      Jan 2022 - Nov 2022
      Priority Relationship Manager

    • HSBC

      Jan 2024 - now

      - Q4 2023 WPB Banca Elite Club Champion (Legacy)- Shining Star 2H 2023

      • Associate Director, Premier Elite

        Sept 2024 - now

      • Senior Relationship Manager (AVP), HSBC Premier

        Dec 2022 - Sept 2024

      • Accelerated Wealth Program - Relationship Manager, Global Private Banking

        Jan 2024 - Jun 2024

  • Licenses & Certifications

    • M5 - Rules and Regulations for Financial Advisory Services

      CMFAS Academy
      Mar 2019

    • HI - Health Insurance

      CMFAS Academy
      Mar 2019

    • M6A - Securities and Futures Product Knowledge

      CMFAS Academy
      Mar 2019

    • Piano Grade 8 (Practical)

      ABRSM
      Nov 2009

    • M9A - Life Insurance and Investment-Linked Policies II

      CMFAS Academy
      Mar 2019

    • M8 - Collective Investment Schemes

      CMFAS Academy
      Mar 2019

    • M9 - Life Insurance and Investment-Linked Policies

      CMFAS Academy
      Feb 2019

    • Piano Grade 5 (Music Theory)

      ABRSM
      Apr 2008

    • M6 - Securities Products and Analysis

      CMFAS Academy
      Mar 2019

    • M8A - Collective Investment Schemes II

      CMFAS Academy
      Mar 2019

  • Honors & Awards

    • Awarded to Andre Ang, AEPP, CFP
      Leaders in Community Award (LiCA) University of Melbourne May 2018 Award for students who take part in 3 of the following activities:- Volunteering Venture- University Action- Professional Skills

  • Volunteer Experience

    • AV Crew

      Issued by Wesley Methodist Church on Jan 2024
      Wesley Methodist ChurchAssociated with Andre Ang, AEPP, CFP

    • Co-Chair of Membership Program

      Issued by Australian Alumni Singapore on Mar 2024
      Australian Alumni SingaporeAssociated with Andre Ang, AEPP, CFP