Team

Meet the Team

Our private asset management team was formed in 2021. Each of them are elites from the banking industry who are experienced go-getters in their respective specialisations. Prior to joining the industry, our team’s experience span across leading banks such as DBS, Citibank, OCBC and MayBank.

Our team is given the space to explore their creativity within a framework to ensure consistent growth and performance. We have experienced tried and proven methods to achieve targets within a short span of time. Integrity is one of the cornerstones of our team in delivering value to our clients.

Millie Wong (Team Lead)

With over 11 years of experience in the finance industry, Millie is an Assistant Vice President in Manulife. She manages a team of top achievers and focuses on developing the business strategy. Her decade-long experience in the industry has resulted in her strong reputation for finding the best investment opportunities for her high-net-worth clients.

Millie has achieved numerous awards and was the TOP Bancassurance Specialist in 2018 in Maybank (Singapore) and MDRT in Manulife. She has aided her team in achieving COT in a short span of only 5 months and with the same strategy, enabled her team to attain a full set of MDRT, COT, and TOT achievements. 

Currently managing a team of 8 with a total asset management of SGD30 Million, Millie is known for holding a track record of sustaining the team as she leads them to greater achievements.

In her free time, Millie enjoys rock climbing, trekking, and traveling around the world. She is also a foodie at heart and is always on the hunt for good food recommendations.

 

 

Millie Wong (Team Lead)

With over 11 years of experience in the finance industry, Millie is an Assistant Vice President in Manulife. She manages a team of top achievers and focuses on developing the business strategy. Her decade-long experience in the industry has resulted in her strong reputation for finding the best investment opportunities for her high-net-worth clients.

Millie has achieved numerous awards and was the TOP Bancassurance Specialist in 2018 in Maybank and MDRT in Manulife. She has aided her team in achieving COT in a short span of only 5 months and with the same strategy, enabled her team to attain a full set of MDRT, COT, and TOT achievements. Millie is known for holding a track record of sustaining the team as she leads them to greater achievements.

In her free time, Millie enjoys rock climbing, trekking, and traveling around the world. She is also a foodie at heart and is always on the hunt for good food recommendations.

Shaun Lim

As a top achiever, Shaun has multiple awards under his belt. Currently a Sales Director in Manulife, his experience started as a Relationship Manager in DBS.

With over 6 years of experience in the industry, his clientele track records lie within the Civil Servants and the Medical Professionals. He is a strong believer of providing his clients with different perspectives on how they can handle their finances to meet their varying needs. He is very detailed oriented and is exceptionally knowledgeable in focuses under CPF, SRS and Taxes.

When he is not hustling, he carves out time to catch up with his friends over an ice-cold pint of beer or indulge in gaming and his cat.

Achievements
– Top of the Table (2023)
– Court of Table (2022)
– DBS Brilliant Star (2018, 2019, 2020)

Shaun Lim

As a top achiever, Shaun has multiple awards under his belt. Currently a Sales Director in Manulife, his experience started as a Relationship Manager in DBS Bank.

With over 6 years of experience in the industry, his clientele track records lie within the Civil Servants and the Medical Professionals. He is a strong believer of providing his clients with different perspectives on how they can handle their finances to meet their varying needs. He is very detailed oriented and is exceptionally knowledgeable in focuses under CPF, SRS and Taxes.

When he is not hustling, he carves out time to catch up with his friends over an ice-cold pint of beer or indulge in gaming and his cat.

Achievements
– Top of the Table (2023)
– Court of Table (2022)
– DBS Brilliant Star (2018, 2019, 2020)

Nicodemus Yapp

Being in the industry for over 8 years, it is no surprise that Nicodemus has received multiple awards that showcase his commitment and dedication to helping his clients. With a cheerful demeanour, he captures the heart of his clients from sectors specific to the Media Industry as well as those under the Academic & Medical professionals.

As someone who adores the outdoors, it is no surprise that Nicodemus is known to be a nature and wildlife lover. He enjoys extensive soccer sessions and expands his energy on a good HIIT workout with friends.

Achievements
– Court of Table (2023)
– DBS Brilliant Star (2020)
– Central & South Region Excellence Awards (2019)
– Elite Achievers (2017)




Nicodemus Yapp

Being in the industry for over 8 years, it is no surprise that Nicodemus has received multiple awards that showcase his commitment and dedication to helping his clients. With a cheerful demeanour, he captures the heart of his clients from sectors specific to the Media Industry as well as those under the Academic & Medical professionals.

As someone who adores the outdoors, it is no surprise that Nicodemus is known to be a nature and wildlife lover. He enjoys extensive soccer sessions and expands his energy on a good HIIT workout with friends.

Achievements
– Court of Table (2023)
– DBS Brilliant Star (2020)
– Central & South Region Excellence Awards (2019)
– Elite Achievers (2017)

Alex Laow

Starting out his career at DBS Bank as a financial consultant, Alex quickly grew into the position of an Assistant Branch Manager in a short span of 4 years. With multiple awards achieved, he started to sore for greater heights and ventured into a career as Premier Relationship Manager at Citigold. This was where he was mainly handling high-net-worth clients.

While his main client base focuses on the Malaysian offshore market, he also maintains good relationships with his local clients. His straightforward approach is what makes him well received by his clients.

Having a new family that includes his cat as well, he is mostly home if he isn’t at work. As he follows a disciplined lifestyle, he is able to still find time to maintain his trim build.

Achievements:

– MDRT Achiever (2023)
– DBS Brilliant Star ( 2017 – 2021)
– DBS Elite Achiever ( 2017-2021)

Alex Laow

Starting out his career at DBS Bank as a financial consultant, Alex quickly grew into the position of an Assistant Branch Manager in a short span of 4 years. With multiple awards achieved, he started to sore for greater heights and ventured into a career as Premier Relationship Manager at Citigold. This was where he was mainly handling high-net-worth clients.

While his main client base focuses on the Malaysian offshore market, he also maintains good relationships with his local clients. His straightforward approach is what makes him well received by his clients.

Having a new family that includes his cat as well, he is mostly home if he isn’t at work. As he follows a disciplined lifestyle, he is able to still find time to maintain his trim build.

Achievements:

– MDRT Achiever (2023)
– DBS Brilliant Star ( 2017 – 2021)
– DBS Elite Achiever ( 2017-2021)

Wai Chee Man

Chee Man climbed his career ladder starting from a humble beginning. As a foreigner at that time, he began his journey as a Cisco Officer in DBS Bank before being offered an opportunity to become a Bank Teller and eventually promoted to a Relationship Manager in Citigold. The slow but steady climb helped him to interact with people from all walks of life and made him a humble sunshine.

Through his hardwork and persistency, opportunities presented itself, and so did a vast number of clients from different segments. He mainly handles expatriates working in Singapore as he understands the difficulties of managing finances when you are out of your hometown. This enabled him to help his clients navigate the process and has become one of the many aspects his clients enjoy about him.

During his spare time, Chee Man is always looking into updates on current affairs. His love for the sun with people he loves are all he needs to recharge. He understands the pleasures of a simple life.

Achievements:
– Manulife Top Recognition (2021 & 2020)
– DBS Brilliant Star (2019)
– NTUC May Day Award (2019)

Tianna Loh

Kickstarting her career in DBS as a Relationship Manager, Tianna focused her efforts in helping her clients achieve both their financial and service needs. Being in the industry for 5 years, she has achieved several awards which demonstrates the level of professionalism and commitment displayed to clients across various industries and life stages, allowing her to maintain strong relationships with them over the years. Her main focus is to provide a solution to her clients’ needs and instill confidence that with each step of the way, all essential aspects are well taken care of. 

Outside of work, Tianna is an avid traveller who enjoys learning about different cultures and experiencing many adventures across the world. She has not only done community work in Singapore but in other countries as well, such as teaching English to students overseas, and providing care to Singaporeans in assisted living facilities. 

Achievements:
-DBS Brilliant Star (2020 and 2022)
-DBS Rising Elite (2019)

 

Wai Chee Man

Chee Man climbed his career ladder starting from a humble beginning. As a foreigner at that time, he began his journey as a Cisco Officer in DBS Bank before being offered an opportunity to become a Bank Teller and eventually promoted to a Relationship Manager in Citigold. The slow but steady climb helped him to interact with people from all walks of life and made him a humble sunshine.

Through his hardwork and persistency, opportunities presented itself, and so did a vast number of clients from different segments. He mainly handles expatriates working in Singapore as he understands the difficulties of managing finances when you are out of your hometown. This enabled him to help his clients navigate the process and has become one of the many aspects his clients enjoy about him.

During his spare time, Chee Man is always looking into updates on current affairs. His love for the sun with people he loves are all he needs to recharge. He understands the pleasures of a simple life.

Achievements:
– Manulife Top Recognition (2021 & 2020)
– DBS Brilliant Star (2019)
– NTUC May Day Award (2019)

Tianna Loh

Kickstarting her career in DBS as a Relationship Manager, Tianna focused her efforts in helping her clients achieve both their financial and service needs. Being in the industry for 5 years, she has achieved several awards which demonstrates the level of professionalism and commitment displayed to clients across various industries and life stages, allowing her to maintain strong relationships with them over the years. Her main focus is to provide a solution to her clients’ needs and instill confidence that with each step of the way, all essential aspects are well taken care of. 

Outside of work, Tianna is an avid traveller who enjoys learning about different cultures and experiencing many adventures across the world. She has not only done community work in Singapore but in other countries as well, such as teaching English to students overseas, and providing care to Singaporeans in assisted living facilities. 

Achievements:
-DBS Brilliant Star (2020 and 2022)
-DBS Rising Elite (2019)