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Wyson Lim
Head of Consumer Financial Services, OCBC Malaysia

IBF Fellow WMI Master Class in Wealth Management 2010 Alumnus

Wyson has over 29 years of experience in the wealth management industry. Under his leadership as the Head of Global Wealth Management in OCBC Bank Singapore, he oversaw OCBC's regional wealth management product strategy, development and advisory units. He was the past Chairman of the OCBC Wealth Panel. In 2014, he assumed the position as the Head of Consumer Financial Services, OCBC Malaysia, which is the largest contributor in the OCBC Group, after Singapore. In his new position, he oversees a network of 45 branches throughout Malaysia with a workforce of over 1,400 employees.

"The quality of the trainers who are practitioners and applied learning approach sets the difference on this programme. What I learnt during the programme could be applied immediately to my work. I also benefited to learn from my classmates during the sharing sessions, their inputs helped to make the programme less conceptual and applying to real life situations. The passion of the trainers in imparting their knowledge makes the learning more enjoyable. I had the privilege to be part of the trainers when WMI developed a new course for Affluent Banking Relationship Managers. It has been an enriching experience for me being a student and trainer."

Winston Teo
Team Head, Indonesia Bank of Singapore

Professional Qualifications: Advanced Diploma in Private Banking, Southeast Asian Studies MBA, Business Management BA, Economics and Political Science

Winston is currently managing a team of relationship managers, focusing on Indonesian High Net Worth clients. He is also responsible for the strategy and running of the bank’s Core Wealth client segment.

“The Advanced Diploma in Private Banking programme has given me and my colleagues, the necessary tools to enhance our skillsets which will be appreciated by our clients as we accompany them on their wealth management journey. Obtaining this advanced diploma is a significant milestone in our quest to becoming a truly professional and integral wealth manager in the private banking industry.

“Throughout the six months of the programme, all of us had to juggle between our job duties, client demands, business trips, course requirements, studying for exams, and family time. The initial sense of concern at the start of our course evolved into a sense of achievement as the course progressed. If there is one thing that we are now very proficient in, it will be our ability to multi-task well, which is a fundamental trait of a successful private banker.”

Sornchai Suneta
FSVP, Investment Advisory at Siam Commercial Bank Public Company Limited

Sornchai is responsible for CIO office, which support investment advisory to Siam Commercial Bank’s Clients.

"This was a great opportunity to join WMI’s Alternative Investing programme done at the Yale School of Management, USA. The programme provided me with professional practitioner experience which help frame a systematic and logical way about the investments decision-making. I had a great experience with one of the world’s leading investment management firm from Bridgewater Associates visit. I have gained a long term and valuable networking with other professionals who join this program and learned from the sharing of each other’s experiences."

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