Bernard has more than 17 years professional experience in Banking and Wealth Management Industry of which 7 years was a banker serving High-Networth Individuals across the region and more than 10 years senior management experience designing wealth propositions and equities product management catering to the bank clients' financial goals.
During his stint in Standard Chartered Bank, Bernard was Head of Wealth Proposition incharge of designing various propositions ranging from retirement planning, children education, legacy planning to accredited investors proposition for High Networth Individuals. In addition, Bernard was also Head of Online Equities Trading platform, incharge of product management, business strategy and management of the online equities business.
In UOB, Bernard was Head of Digital Wealth Proposition, Product Owner of UOB Roboadvisers, Simple Invest and Simple Insure, and incharge of all digital transformation initiatives for the wealth management department. He was also the Business Lead representing UOB in the central bank (MAS)-driven Open Banking initiative.
Bernard is currently also Co-Founder of CitaDAO, a DeFi Property Tokenising platform. He was formerly an Executive Committee Member in the Singapore Fintech Association representing the Fintech community in Singapore. He has more than 10 years experience in Fintech providing consultation and product development, he has also been conducting outreach and training on emerging technologies for the past 5 years.
Current Appointments Previous Appointments
Co-Founder & Head of Distribution Board, Executive Committee Member
CitaDAO Singapore Fintech Association
Managing Director & Founder SVP, Head of Digital Wealth Proposition
Emmet Insight UOB Singapore
Managing Director & Founder Director, Head of Wealth Proposition & Head of Equities
Entrepreneur & Leadership Institute Standard Chartered Bank
Managing Director VP, Customer Proposition
Momenta Group HSBC
Master of Business Administration, MBA
University of Strathclyde, Glasgow, Scotland
Bachelor of Engineering, Civil & Environmental
Nanyang Technological University, Singapore
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