Wendy Yeo

Director, Fund Management at iFAST Financial (Singapore)
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG
Languages
  • English Native or bilingual proficiency
  • Chinese Native or bilingual proficiency

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Experience

    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Director, Fund Management
      • Jul 2021 - Present

      Head of Fund Management business in iFAST Singapore - managed the acquisition of the authorised funds business of DWS Singapore and spearheading the growth of iFAST's VCC funds business

    • Director, Equities & ETFs
      • Apr 2016 - Jun 2021

      Responsible for setting up the equities and ETF business for iFAST Singapore, growing the revenue and market shareOversee the research for equities and ETF

    • Singapore
    • Financial Services
    • 200 - 300 Employee
    • Director, Regional Institutional Services
      • Apr 2015 - Apr 2016

      Develop and grow the regional institutional platform business; spearhead the development and execution of new products and services for the iFAST platform business; Oversee research for Exchange Traded Funds (ETFs) Develop and grow the regional institutional platform business; spearhead the development and execution of new products and services for the iFAST platform business; Oversee research for Exchange Traded Funds (ETFs)

    • Director
      • Jan 2013 - Dec 2014

      - GHDS is a distributor of healthcare-related products. - Responsible for strategy planning, pricing, business development (opening up local distribution channels e.g pharmacy chains and overseas distribution markets), and steering the local branding and marketing strategies and activities for the company. - GHDS is a distributor of healthcare-related products. - Responsible for strategy planning, pricing, business development (opening up local distribution channels e.g pharmacy chains and overseas distribution markets), and steering the local branding and marketing strategies and activities for the company.

    • Managing Director
      • Dec 2005 - Dec 2011

      - Founder of women’s only fitness centre offering express 30-minute workout sessions and nutritional counselling programs, to meet the growing demand for niche fitness services and an increasingly affluent and health-conscious population - Solely responsible for the entire business from conceptualisation and fund-raising to operational setup - Manage all aspects of staff recruitment and training including writing an operations manual from scratch - Strategize and plan all marketing activities ranging from branding, advertisements and promotions - Oversee daily operations including fitness training, sales consultations, finance and accounting - Manage a team of 12 staff Show less

    • Wealth Management
      • Jun 2004 - Jul 2005

      The Internship was part of the wealth management Masters program with SMU. - Assist the team leader with advice on client portfolio management, strategy and investments - Meet clients and review their assets under management; make recommendations on asset allocation and investment decisions so as to meet clients’ objectives - Work with product specialists to understand the range of financial products the bank offers, with a view to making the right recommendations to clients The Internship was part of the wealth management Masters program with SMU. - Assist the team leader with advice on client portfolio management, strategy and investments - Meet clients and review their assets under management; make recommendations on asset allocation and investment decisions so as to meet clients’ objectives - Work with product specialists to understand the range of financial products the bank offers, with a view to making the right recommendations to clients

    • Associate Director
      • Dec 1998 - May 2004

      - Lead, coordinate and manage project execution with client team, lawyers, auditors/accountants, company secretary and public relations consultants,from inception to completion - Advise on transaction structure and overall strategy, proficient in financial modelling and valuation, conduct due diligence, assist clients in negotiations, handle liaisons with regulatory and government authorities on behalf of clients - Expertise covers M&A, corporate and debt restructuring, valuation and capital raising. Show less

    • Investment Analyst
      • Aug 1997 - Oct 1998

      - Provide equity research coverage on Singapore-listed companies in the Industrial, Manufacturing, Motors, and Transportation sectors - Develop and cultivate good relationship with fund managers through providing them with research views pertaining to investments in listed equities - Establish strong relationships with key personnel such as CEOs, COOs, and CFOs of listed companies - Provide equity research coverage on Singapore-listed companies in the Industrial, Manufacturing, Motors, and Transportation sectors - Develop and cultivate good relationship with fund managers through providing them with research views pertaining to investments in listed equities - Establish strong relationships with key personnel such as CEOs, COOs, and CFOs of listed companies

    • Assistant Manager
      • May 1994 - Jul 1997

      - Part of a team providing financial advisory services for corporate clients relating to initial public offerings, capital raising, valuations, M&A and restructuring - Proficient in financial modelling and business analysis - Knowledgeable about SGX listing rules and Companies Act - Possesses good project management and organisational skills to coordinate a working team of lawyers, auditors/accountants, company secretary and public relations consultants - Part of a team providing financial advisory services for corporate clients relating to initial public offerings, capital raising, valuations, M&A and restructuring - Proficient in financial modelling and business analysis - Knowledgeable about SGX listing rules and Companies Act - Possesses good project management and organisational skills to coordinate a working team of lawyers, auditors/accountants, company secretary and public relations consultants

    • Singapore
    • Banking
    • 700 & Above Employee
    • Credit and Marketing Officer
      • May 1993 - May 1994

      - Review and process personal and corporate credit facilities - Market the bank’s financial products and services to new and existing clients - Loan administration and general customer service - Review and process personal and corporate credit facilities - Market the bank’s financial products and services to new and existing clients - Loan administration and general customer service

Education

  • Singapore Management University
    Master's Degree, Wealth Management
    2004 - 2005
  • National University of Singapore
    Bachelor's Degree, Economics
    1990 - 1993
  • National University of Singapore
    Bachelor of Arts (B.A.), Economics
    1990 - 1993
  • Raffles Junior College
    GCE 'A' Level, Economics
    1988 - 1989

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