Ejay Yong
Senior Wealth Planning Manager at DBS Bank | Singapore, Singapore
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Ejay Yong currently serves as a Senior Wealth Planning Manager at DBS Bank, where he plays a pivotal role in delivering tailored financial solutions to high-net-worth retail clients. Leveraging his extensive expertise in wealth management, Ejay specializes in comprehensive financial planning, encompassing investment strategies, estate planning, and insurance solutions such as whole life insurance. His deep understanding of compliance management and regulatory frameworks ensures that client portfolios are managed within the highest standards of integrity and risk mitigation.
In his current role, Ejay has led several key projects aimed at enhancing client engagement and optimizing wealth advisory services. His strategic approach involves leveraging data-driven insights and financial reporting tools to craft personalized wealth plans that align with clients’ long-term financial goals. Ejay’s proficiency in Mandarin and cultural awareness allows him to build strong relationships with diverse client segments, fostering trust and loyalty.
Recognized for his exceptional performance, Ejay received the WOW Club Silver Awards in Q4 2024 and the CBG Brilliant Star Awards for H1 and Q2 2024, including the Emerging Star and Top Achiever Silver Awards. These accolades underscore his dedication to excellence and his ability to consistently surpass targets in a competitive banking environment.
Ejay’s skills in customer relations, team building, and operations support complement his technical expertise, making him a well-rounded professional capable of navigating complex financial landscapes. His eagerness to leverage middle office operations and his research skills position him as a strategic asset in driving innovative wealth management solutions and enhancing DBS Bank’s reputation as a leading financial institution.
Senior Wealth Planning Manager at DBS Bank in September 2024 to Present
Wealth Planning Manager at DBS Bank in July 2023 to August 2024
Relationship Manager at Bank of China in November 2022 to July 2023
Auxiliary Police Officer at Certis in August 2020 to November 2022
Assistant Manager (Operation & Inventory) at Haidilao in February 2019 to August 2020
Management Trainee at Haidilao in April 2018 to February 2019
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Universiti Tunku Abdul Rahman (UTAR), Bachelor's Degree
Universiti Tunku Abdul Rahman (UTAR), Foundation Study
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Investments
Stakeholder Management
Banking
Presentation Skills
Customer Satisfaction
Enquiries
Customer Service
Invoicing
Presales
Mandarin
Sales Processes
Private Banking
Professional Skills
Financial Markets
Client Services
Language Skills
Market Requirements Documents
Cultural Awareness
Coaching
Salesforce.com
Cross-Selling
Relationship Building
Sales
Sales Performance
Cold Calling
Upselling
Customer Engagement
Terminology
Presentations
Organizing Meetings
Office Software
Regulatory Requirements
Executive Support
Confidentiality
Portfolio Management
Auditing
Collaborative Problem Solving
Project Management
Team Leadership
Strategic Thinking
Organization Skills
Interpersonal Skills
Business Relationship Management
Easily Adaptable
Insurance
Teamwork
Team Motivation
Sensitive Information
Budgeting
Financial Reporting
Analytical Skills
Customer Relationship Management (CRM)
Risk Management
Financial Analysis
Surveillance
Financial Planning
Financial Services
General Insurance
Financial Advisory
Life Insurance
Time Efficiency
Finance
Health Insurance
Anti-Money Laundering
Team Problem Solving
Team Building
Whole Life Insurance
Adaptation
Planning
Research Skills
Communication
Follow-through Skills
Time Management
Quickness
Management
Problem Solving
Decision-Making
Counter-Terrorist Financing
KYC Verification
Customer Due Diligence (CDD)
Credit Risk Management
Financial Risk Management
Retail Banking
Loans
Wealth Management Services
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Discover more about DBS BankWhat is Ejay Yong email address?
Email Ejay Yong at [email protected]. This email is the most updated Ejay Yong's email found in 2026.
How to contact Ejay Yong?
To contact Ejay Yong send an email to [email protected]. (updated on February 28, 2025)
What company does Ejay Yong work for?
Ejay Yong works for DBS Bank
What is Ejay Yong's role at DBS Bank?
Ejay Yong is Senior Wealth Planning Manager
What is Ejay Yong's Phone Number?
Ejay Yong's phone +44 ** **** *197
What industry does Ejay Yong work in?
Ejay Yong works in the Banking industry.
Ejay Yong Email Addresses
Ejay Yong Phone Numbers
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