Albert Ong - MBA, CFP®, AEPP®

Critic
DISC Type : C

Private Wealth Client Advisor at iHarvest Wealth Management Pte Ltd

Singapore, Singapore

Overview

Albert has no verified overview

Personality Overview

Critic

Negotiator

ROI Driven

They don’t appreciate bells and whistles unless backed by data.  They prefer to do logical analysis and value evidence over emotions. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Albert has no verified topics they care about

Media Appearances

Albert has no verified media appearances

Work History

1-2025
Private Wealth Client Advisor at iHarvest Wealth Management Pte Ltd
1-2018
Director at Greenwich Management Consultancy Pte Ltd
7-2018 - 12-2024
Senior Financial Services Consultant at Professional Investment Advisory Services Pte Ltd
6-2017 - 1-2018
Director at Greenwich Management Consultancy
1-2008 - 5-2017
Senior Director, Syndicated Loans at United Overseas Bank Limited (UOB)

Education

2004 - 2006
Master of Business Administration - MBA from NBS Alumni Affairs, NTU
2005 - 2005
Master of Business Administration - MBA from 清华大学经济管理学院 Tsinghua University School of Economics and Management
1992 - 1995
Bachelor of Engineering - BE from University of Glasgow
1989 - 1990
GCE 'A' Levels from Raffles Institution
1985 - 1988
GCE 'O' Levels from The Chinese High School, Singapore

More Information

Social Presence :

Prographics :

Exp : 26 Location : Singapore, Singapore Job Level : Mid-senior Designation : Private Wealth Client Advisor at iHarvest Wealth Management Pte Ltd
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Insights For Selling To Albert Ong

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t try too hard to build a relationship with them
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Albert Ong is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Albert Ong

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Albert Ong move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Albert Ong take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Albert Ong

Personality Compatibility


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