Roseline Fong 2022

Home
About IBF
Award Detail

The maxim “修身齐家治国平天下” reminds us that the personal financial decisions that an individual makes not only have the power to reach far into the future to benefit loved ones for generations to come; but also impact the community, which in turn affects a nation’s financial security and success like a ripple effect. As Singapore evolves to be a leading global financial centre amidst a rapidly ever-changing world, upskilling for financial practitioners is no longer a plausible option but a necessity to stay relevant, competent, and equipped to create valuable and meaningful contributions to raise the professionalism of the financial industry and fulfil our fiduciary duty towards clients. ”

IBF Fellow (2022), Financial Planning

Roseline Fong

Head of Insurance and Financial Planning, Southeast Asia, HSBC Global Private Banking and Wealth; President, Financial Planning Association of Singapore (FPAS)

Biography

Roseline heads the Insurance and Financial Planning team under Investment and Wealth Solutions, Southeast Asia, in HSBC Global Private Banking and Wealth; and oversees the insurance business for high to ultra-high-net-worth clients.

To create an integrated continuum of wealth services for customers, she is responsible for curating the suite of insurance products on the platform across Personal, Premier and Global Private Banking to develop suitable financial planning processes and propositions for clients through collaboration with various stakeholders.

With over two decades of experience in insurance, financial planning and estate planning, Roseline has advised numerous high-net-worth clients across Asia Pacific in the areas of Legacy and Estate Planning; and was featured by Citywire UK in the Financial Planning World Tour 2020, representing Singapore among the Global Certified Financial Planner(CFP) community.

Having a strong passion to raise financial planning literacy and professional standards in the industry, she is currently President of the Financial Planning Association of Singapore (FPAS) and has been actively serving on the Executive Council since 2016, with previously held roles

of Honorary Secretary and Standards Board co-chair.

FPAS, a professional association dedicated to developing and promoting an industry providing unbiased financial advice to the Singaporean public, oversees the international CFP® certification program in Singapore. Collaboration events include working with government boards such as Money Sense, NTUC, CPF and People’s Association to hold consumer outreach programs, pro bono talks, initiatives for finance professionals, webinars, public talks and events to create awareness of financial planning and promote financial literacy.

Roseline was conferred IBF Advanced Level 3 for Financial Planning from the Institute of Banking and Finance (IBF) in 2017 and is also a member of the IBF Financial Planning Industry Workgroup, to help identify relevant skills and develop the Skills Framework for Financial Services and IBF Certification.

She is an adjunct instructor at Wealth Management Institute (WMI), a leading training provider for wealth and asset management in Asia founded by GIC and Temasek, and will be lecturing for the newly launched Wealth Management Accelerator Programme in collaboration with Workforce Singapore and IBF.

Roseline holds a Master of Science (Asset and Wealth Management) from Nanyang Technological University(NTU) and a Bachelor of Science (Mathematical Statistics) from National University of Singapore(NUS).

Other than being a CFP, she also holds the professional qualifications of Chartered Life Underwriter(CLU) and Chartered Financial Consultant(ChFC), and is an accredited Trust and Estate Practitioner(TEP) with STEP.

10 Shenton Way, MAS Building #13-07/08 Singapore 079117

Sitemap | Privacy Policy

IBF Awards

IBF Fellow (2022), Financial Planning

Roseline Fong

Biography