2021 -2022 Associate Director | International Clients | North Asia @
2020 -2021 Relationship Manager @
2017 -2020 Insurance Specialist @
2011 -2017 Financial Services Manager @
2011 -2011 Aduitor @ YC Foo. Co.
2010 -2011 Project Planner @
2007 -2009 Production Planner @
Max Chao Education
Singapore College of Insurance
CHFC (Financial Planning and Services)
2012-2017
Huazhong University of Science and Technology
Bachelor of Engineering (B.Eng.) (Industrial Engineering)
2002-2006
Singapore Accountancy Academy
ACCA (Accountancy)
Max Chao Skills
Life Insurance
Personal Coaching
Retirement Planning
Team Leadership
Estate Planning
Strategic Planning
Child Education Planning
Health Insurance
Employee Benefits
General Insurance
Financial Advisory
Insurance
Pre-Natal Insurance
Family Keyman Insurance
Business Insurance
Business Keyman Insurance
Personal Financial Planning
Financial Risk Management
Pre Natal Insurance
Max Chao Summary
Max Chao, based in Singapore, is currently a Vice President, APAC Investments and Fiduciary Risk Manager #IFRM #RISK at Citi. Max Chao brings experience from previous roles at Standard Chartered Bank, DBS Bank, Citi and AXA. Max Chao holds a 2012 - 2017 CHFC in Financial Planning and Services @ Singapore College of Insurance. With a robust skill set that includes Life Insurance, Personal Coaching, Retirement Planning, Team Leadership, Estate Planning and more. Max Chao has 2 emails and 1 mobile phone numbers on RocketReach.
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