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Meet The WealthDex Team

With over 14 years in the Finance industry, Vincent started as a Personal Banker and transitioned to the Insurance industry. He is currently a Personal Wealth Manager specialising in servicing High Net Worth clients.

Outside of work, he enjoys sweating it out over soccer and cycling with his buddies. 

After over a decade of experience in accountancy, Eric transitioned to the insurance industry 11 years ago. As a Chartered Financial Consultant with AIA Singapore, he leverages his extensive financial management experience to provide top-notch financial advisory services.

Beyond his professional life, Eric is an avid runner and enjoys playing golf and basketball, staying active and balanced in his leisure time.

JX began his career as a student advisor in 2017 and graduated with honors in BSc Mathematical Sciences in 2021. Passionate about the intricacies of financial planning, he became a Chartered Financial Consultant in 2022 and earned a Certificate in Private Banking Level 1. Aside from working, he loves to head outdoors to play golf and tennis.

With a background in mechanical engineering and six years of experience in the financial industry, Wen Bo is dedicated to providing exceptional service to his clients. Known for his responsiveness and attention to detail, he prioritizes addressing his clients' needs promptly. His creative approach to problem-solving enables him to craft innovative solutions tailored to each client's unique situation.

"The team is very professional and detailed in their explanations and planning. They are extremely patient and caring and for this, they have earned my trust and respect. I’m glad to have the team as I navigate through my financial journey."

Wendy Toh

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WealthDex is a group of authorised Financial Consultants representing SP-JTGroup, Authorised Representative of AIA Singapore Private Limited (Reg No. 201106386R). The information is meant purely for informational purposes and should not be relied upon as financial advice.

Although WealthDex attempts to maintain the highest accuracy of information, we will not be held responsible or liable for any errors, omissions, or inaccuracies. The statements or opinions expressed on this site are our own and has not been reviewed by the Monetary Authority of Singapore.

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