Bank of Singapore, the private banking unit of OCBC Bank, has announced key appointments to strengthen its wealth planning team.
Christine Wong has been appointed the new head of wealth planning, Greater China and North Asia, at the Hong Kong branch, effective May 19. Guo Jiawen will join as senior wealth planner on June 16, based in Singapore.
Wong reports locally to Teresa Lee, head of Greater China, Hong Kong branch, and functionally to Paul Chua, global head of wealth planning. Wong will be responsible for managing and growing the bank’s wealth planning, family office and trust offerings. She and her team will provide holistic solutions to clients in Greater China and North Asia.
Guo, who reports to Chua, will be responsible for helping clients achieve their wealth planning objectives, especially in relation to their succession, legacy and asset preservation needs, by advising on the use of trusts and other holding vehicles as well as providing guidance on estate planning strategies.
Wong has over 25 years of trust and wealth planning experience, assisting wealthy families in Greater China and North Asia on the strategic structuring of their trust, tax, estate and succession plans. She has held a variety of senior positions in the wealth management industry, including at Edmond de Rothschild, Credit Suisse and HSBC Private Bank.
Wong holds a bachelor of commerce (accounting and finance) degree from the University of Melbourne and a bachelor of law degree from the University of London.
Guo has more than a decade of experience working on various complex estate and succession planning projects with ultra-high and high-net-worth families, including advising families on the establishment of trusts and philanthropic vehicles. She was most recently a wealth planner with UBS Singapore, where she led the wealth planning initiatives for North Asia.
She holds a bachelor of laws degree from the National University of Singapore.