Yi D
Treasures Relationship Manager at DBS Bank | Singapore, Singapore
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Yi Hao D. currently serves as a Treasures Relationship Manager at DBS Bank, where he plays a pivotal role in delivering comprehensive wealth management solutions to high net-worth clients across Greater China. Leveraging over 8 years of experience in the financial industry, Yi Hao specializes in cultivating and maintaining long-term client relationships, with a focus on understanding their unique financial goals and risk appetite. His expertise encompasses a broad spectrum of wealth management products, including margin revolving loans, managed funds, bonds, Structured Treasury products, and Universal Life insurance, enabling him to tailor sophisticated strategies that optimize clients’ portfolios and enhance their financial growth.
In his current role, Yi Hao manages a diverse portfolio of onshore and offshore North Asia AI clients, with assets under management exceeding $450 million. His deep understanding of the Greater China market, combined with his proficiency in industry tools such as Bloomberg Terminal, Avaloq Banking Suite, and MetaTrader, allows him to deliver data-driven insights and innovative solutions. Yi Hao’s skill in utilizing platforms like Contineo further enhances his ability to streamline client communications and ensure seamless execution of complex transactions.
Beyond his technical expertise, Yi Hao is recognized for his strategic approach to wealth management, emphasizing risk management, asset allocation, and personalized financial planning. His commitment to continuous learning and staying abreast of market trends positions him as a trusted advisor for high net-worth clients seeking to navigate the dynamic financial landscape of Greater China. Through his dedication and industry acumen, Yi Hao D. consistently strives to deliver exceptional service and value, reinforcing DBS Bank’s reputation as a premier wealth management provider.
Treasures Relationship Manager at DBS Bank in December 2016 to Present
FX / Futures / Options Trader at Self-employed in March 2016 to December 2016
Personal Banker at Citi in August 2014 to March 2016
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MetaTrader
Contineo
Bloomberg Terminal
Avaloq Banking Suite
Portfolio Management
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Discover more about DBS BankWhat is Yi Hao D email address?
Email Yi Hao D at [email protected]. This email is the most updated Yi Hao D's email found in 2026.
How to contact Yi Hao D?
To contact Yi Hao D send an email to [email protected]. (updated on March 09, 2025)
What company does Yi D work for?
Yi D works for DBS Bank
What is Yi D's role at DBS Bank?
Yi D is Treasures Relationship Manager
What is Yi D's Phone Number?
Yi D's phone +44 ** **** *342
What industry does Yi D work in?
Yi D works in the Financial Services industry.
Yi D Email Addresses
Yi D Phone Numbers
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