JC

J. C.

Senior wealth planning manager

J. C. is a wealth management professional with extensive experience in the financial and trading industry. They have held roles as a Senior Wealth Planning Manager at DBS Bank since 2025, and previously worked as a Financial Planner at Summit Planners from 2019 to 2021, a Consultant at Prudential Assurance Company Singapore from 2021 to 2024, and an Accountant at a private company from 2014 to 2018. J. C. earned a Master’s degree in International Trade from Monash University and an MBA in Banking and Finance from Bangor University, along with a Bachelor of Commerce in Accounting from Griffith University. They are known for their analytical skills, client-focused approach, and adaptability in dynamic environments.

Location

Singapore, Singapore

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