About me
More than twenty years in finance. Now focused on what matters.
More than twenty years of practice, and a focus that has narrowed over time toward the planning that compounds for families.
Wendy Liew刘文爱Assistant Vice President, Financial Services · Manulife Financial Advisers Pte. Ltd.
I've spent more than two decades in Singapore's banking sector, leading wealth management teams and managing portfolios for high-net-worth clients across DBS, OCBC, ANZ, and Standard Chartered.
In late 2021, I stepped away from corporate banking to do what I'd always loved most about the work: sitting across from a family, listening to what they actually need, and building a plan that protects them.
Today I focus on three things I've spent my career studying: insurance, trusts, and will planning. The work is quieter than running a branch, but for my clients, it matters more.
How I work
Plans should fit your life, not the other way around. I start every engagement with a fact-find conversation, not a product pitch.
If a recommendation isn't clearly better than what you already have, I'll tell you. My view is that the best advisor is the one you don't have to second-guess.
Multilingual practice matters in Singapore. I work comfortably in English, Mandarin, Cantonese, and Hakka, which means parents and grandparents can be part of the same conversation.
Career
From relationship management to branch leadership to independent planning.
Jan 2022 to present
Manulife Financial Advisers Pte. Ltd.
Assistant Vice President, Financial Services
- Specialising in insurance protection, trust structuring, and will planning for Singapore families
- Million Dollar Round Table (MDRT) member, multiple years running
- Associate Estate Planning Practitioner (AEPP), conferred February 2024
Mar 2016 to 2021
DBS Bank
Branch Business Manager, Consumer Banking Group
- Led a team of 20 across sales, service, and operations in the Southwest District
- Achieved top revenue in the district, first half of 2019
- Groomed three new wealth planners to Top 20 newcomer awards
Feb 2011 to Feb 2016
OCBC Bank
Team Manager, Wealth Management Premier Banking
- Managed a team-wide portfolio of approximately S$200 million
- Top 20 bancassurance recognition for estate planning, Nov 2013
- Acquired high-net-worth clients across Malaysia and China through Mandarin and Cantonese practice
Jun 2007 to Feb 2011
ANZ / RBS / ABN AMRO
Relationship Manager, Van Gogh Preferred Banking
- Grew portfolio by 30% in 2008 through referrals
- Star Award, first half 2010 (Japan and Macau incentive trips)
- Company-sponsored Certified Financial Planner training, 2009
Jul 2005 to Jun 2007
Standard Chartered Bank
Relationship Manager
- Promoted to Excel Relationship Manager, Oct 2006
- Top 10 ranking for Unit Trust sales, Q4 2006
- Prudential Award, Top 3 in bancassurance performance, 2006
Education
Bachelor of Business (Management)
RMIT / UNISIM · 2006
Credentials
Associate Estate Planning Practitioner (AEPP)
PreceptsGroup International · 2024
Million Dollar Round Table (MDRT) member
Multiple years running
Associate Financial Planner (AFP)
Financial Planning Association of Singapore
Certificate in Financial Needs Analysis & Plan Construction
Languages
English · Mandarin · Cantonese · Hakka
Not sure where to start?
The first conversation is a no-cost review of what you already have. I'll tell you honestly whether you need anything else, and what it's worth.