Monique Wong

Captain
DISC Type : DS

Managing Director, Head of Multi Asset Portfolio Management at Coutts

Greater London, England, United Kingdom

Overview

Monique has no verified overview

Personality Overview

Planner & Achiever

Consummate Professional

Decisive But Calm

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Monique has no verified topics they care about

Media Appearances

Monique has no verified media appearances

Work History

4-2016
Managing Director, Head of Multi Asset Portfolio Management at Coutts
11-2012 - 4-2016
Strategic Investment Adviser at Coutts
9-2007 - 10-2012
Client advisor, Family Office Group at UBS Wealth Management
3-2010 - 7-2012
UBS Pension Fund Investment Committee at UBS Wealth Management
5-2000 - 8-2007
European bond strategist, Fixed Income at UBS Wealth Management

Education

1997 - 1998
Master's Degree from UCL
1984 - 1988
Bachelor's Degree from Boston University

More Information

Social Presence :

Prographics :

Exp : 32 Location : Greater London, England, United Kingdom Job Level : Mid-senior Designation : Managing Director, Head of Multi Asset Portfolio Management at Coutts
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Insights For Selling To Monique

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Monique is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Monique

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Monique move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Monique take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Monique

Personality Compatibility


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