Mey Chyi Wong (黄瑁琪)
Manager, Customer Success Team @ Coinbase
About
Finance Professional with 14 years of experience spanning the Investment Banking industry, Crypto, and FinTech. Skills I have developed along the way include Client Experience, Portfolio Management, Corporate Finance, Banking, Equities, and Derivatives.I enjoy team sports and my years of competing has helped shape me mentally to constantly strive to be the best in everything I set out to do. The thrill of taking on new challenges, and seeing how far I can push myself to realise my potential is one of the biggest excitement of my life. On my days off, I enjoy reading and travelling because I believe you can never stop learning from every aspect in life. This has developed in to a passion for education, and I spent 2 separate months volunteering in Cambodia, with the first time being September 2012, and the second time in November 2018. A good, strong cup of coffee also makes me a happy individual on any given day!
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Singapore
Financial Services
Service Delivery, Sales Negotiation, Account Management, Customer Service Management, Customer Engagement, Middle Management, Cross-Selling, Market Analysis, Intercultural Communication, Customer Experience, Trading, Leadership Development, Manage client expectations, End-to-End Sales, Product Service, Sales Strategy, Problem Solving, Business Development, Operational Excellence, Stakeholder Engagement
Experience

Head of Client Experience
Singapore, Malaysia, the MENA region, Hong Kong, Thailand
My team partnered closely with Product, Marketing, and other business units to optimise the client conversion funnel. We introduced the right level of human engagement — across phone, email, webinars, and in-person events — to deepen relationships and increase customer lifetime value. Insights from these interactions also helped refine in-app flows and messaging. I also managed partnerships with our fund managers for client engagement initiatives and helped build StashAway’s B2B business.

Head of Client Experience
Singapore, Malaysia, the MENA region, Hong Kong, Thailand
Managed a team of 50. Led the client experience strategy across 5 geographies. Lean team, highest quality experience for our users across our platforms. We’re located in Singapore, Malaysia, the MENA region, Hong Kong, and Thailand. Reach out at support@stashaway.com

Team Head - PCS Retail Brokerage House Team
Maybank Investment Bank Berhad
Team - 7 high performing dealers ; - Brokering of deals both internally among banking stakeholders as well as externally between individuals and corporates across the ASEAN region ; - Engaging stakeholders within the bank's ecosystem for the strategic planning, and implementation of products for portfolios under our purview. Equities Trading - Awarded the "Platinum Broker" award for 4 years consecutively (2016, 2017, 2018, 2019) for earning a fee based income of RM1m (USD 250k) and above ; - Daily monitoring of major global markets, spotting good investment opportunities for HNW clients. Equities Financing - Margin portfolios under purview range between RM1m - RM50m (USD 250k - USD12m) ; - Led the financing of the largest shareholders for SPAC in Malaysia ; - Familiar with strategic margin syndications for corporate, and individual portfolios.

Senior Equities, and Futures dealer
Maybank Investment Bank Berhad
- Handle equity portfolios ranging between RM500,000 - RM30m (USD 120k - USD 7m) ; - Monitor Malaysia, Singapore, Hong Kong, and US equity markets; - Evaluating client investment holdings/portfolios; - Provide investment advice, and recommendations according to clients' risk adversity; - Collate relevant information, and data to be presented to clients; - Interpreting financial, and market reports, and providing key parties with daily trading information; - Execution of equity orders.
Mey Chyi Wong (黄瑁琪)'s Contact Information
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