Simon Bird
Director Wealth Management at Synergy Financial Advisers Pte Ltd- Claim this Profile
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Bio
Anu Phanse
I have had the pleasure of working with Simon for almost 6 years. Simon has a wealth of experience in Financial services and has worked extensively with clients to develop and implement financial plans to meet their financial needs. Besides having in-depth knowledge of products and his commitment to clients, what stands out for me is his exceptional leadership skills. Simon is brilliant at managing and motivating sales teams to increase productivity and coach them to support their goals. He has a very likeable, well rounded personality and high professional integrity.
Anu Phanse
I have had the pleasure of working with Simon for almost 6 years. Simon has a wealth of experience in Financial services and has worked extensively with clients to develop and implement financial plans to meet their financial needs. Besides having in-depth knowledge of products and his commitment to clients, what stands out for me is his exceptional leadership skills. Simon is brilliant at managing and motivating sales teams to increase productivity and coach them to support their goals. He has a very likeable, well rounded personality and high professional integrity.
Anu Phanse
I have had the pleasure of working with Simon for almost 6 years. Simon has a wealth of experience in Financial services and has worked extensively with clients to develop and implement financial plans to meet their financial needs. Besides having in-depth knowledge of products and his commitment to clients, what stands out for me is his exceptional leadership skills. Simon is brilliant at managing and motivating sales teams to increase productivity and coach them to support their goals. He has a very likeable, well rounded personality and high professional integrity.
Anu Phanse
I have had the pleasure of working with Simon for almost 6 years. Simon has a wealth of experience in Financial services and has worked extensively with clients to develop and implement financial plans to meet their financial needs. Besides having in-depth knowledge of products and his commitment to clients, what stands out for me is his exceptional leadership skills. Simon is brilliant at managing and motivating sales teams to increase productivity and coach them to support their goals. He has a very likeable, well rounded personality and high professional integrity.
Experience
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Synergy Financial Advisers Ltd
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Singapore
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Financial Services
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200 - 300 Employee
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Director Wealth Management
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Feb 2022 - Present
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Linc Private Solutions 'representing Synergy Financial Advisers'
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Financial Services
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1 - 100 Employee
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Senior Vice President Wealth Management
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Jan 2021 - Feb 2022
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AAM Advisory Pte Ltd
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Singapore
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Financial Services
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1 - 100 Employee
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Senior Vice President - Wealth Management
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Nov 2009 - Jan 2021
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Globaleye
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United Arab Emirates
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Financial Services
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100 - 200 Employee
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CEO Singapore
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Sep 2008 - Nov 2009
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Zurich Insurance
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Switzerland
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Insurance
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700 & Above Employee
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Head of Corporate Sales
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Jan 2001 - Oct 2008
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Education
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1983 - 1986
Millfield School
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1978 - 1984
St.Bees School
Community
