Gregory Gn 鄞稳议, IBFQ
Relationship Manager at China Construction Bank Corporation, Singapore Branch- Claim this Profile
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English Native or bilingual proficiency
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Chinese Native or bilingual proficiency
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Cantonese Limited working proficiency
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Hokkien Professional working proficiency
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Teochew Professional working proficiency
Topline Score
Bio
Credentials
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Certified Private Banker (CPB Level 1)
Wealth Management Institute (WMI)Nov, 2021- Sep, 2024 -
CMFAS M5, M9, HI
Singapore College Of InsuranceOct, 2018- Sep, 2024 -
Capital Markets and Financial Advisory Services (CMFAS)
IBFSG - The Institute of Banking & Finance SingaporeSep, 2018- Sep, 2024 -
Client Advisory Competency Standards (CACS)
IBFSG - The Institute of Banking & Finance SingaporeAug, 2015- Sep, 2024 -
Advanced Mircosoft Excel 2013
Intellisoft TechnologiesJan, 2014- Sep, 2024 -
Microsoft Excel 2013 VBA (Macros)
Intellisoft TechnologiesJan, 2014- Sep, 2024
Experience
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China Construction Bank Corporation, Singapore Branch
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Singapore
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Banking
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1 - 100 Employee
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Relationship Manager
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Feb 2023 - Present
Private BankingAcquiring and leading client relationshipsProviding advice on a broad range of investment products and services tailored to the sophisticated needs of affluent, HNWI & UHNWI clients.Develop bespoke investment solutions for clients tailored to their needsCollaborate with other business divisions and specialists to deliver cross-selling opportunities
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Product Manager (Vice President)
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Mar 2021 - Jan 2023
Private Banking 1. Sales enablement - Drive new business initiatives for mutual funds to boost topline- Develop professional quality resources to empower platform and enhance overall customer experience - Redesign customer engagement journey for both platform and online sales - Collaborate with stakeholders (S&D, Marketing, Segment, Training) to provide solutions to customer segment needs2. Product Management & Product Risk Governance- Identify product ideas/gaps and work with product providers to avail suitable solutions and position investment themes- Establish process to ensure proper product risk guidance is provided to customers- Conduct regular and adequate company and fund due diligence- Monitor, evaluate and understand fund performance, asset class risks, concentration risks etc- Work closely with product providers for product and marketing support3. Project Management and Product Support- Own and lead projects with minimal supervision, including logical project planning to ensure deliverables meet objectives- Provide timely and accurate data reporting- Plan and provide product training to support sales teams and new hires- Ad hoc requirements from other areas in product support4. Branch Network Support- Ensure fund launches & campaign promotions are executed on time - Conduct product training - Ensure Ops/systems readiness prior to fund launch or changes- Provide timely updates to platform on any funds updates Show less
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UOB
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Singapore
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Banking
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700 & Above Employee
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Client Advisor (AVP)
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Oct 2018 - Feb 2021
-Provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in South-East Asia. -Provide clients with timely information, advice and recommendations to fit their requirements. -Covering the offshore international desk -Provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in South-East Asia. -Provide clients with timely information, advice and recommendations to fit their requirements. -Covering the offshore international desk
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Lumen Capital Investors
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Singapore
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Financial Services
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1 - 100 Employee
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Associate
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Jul 2017 - Oct 2018
• Portfolio Management / External Asset Management (EAM) • Research coverage on Emerging Markets • Liaise with our partner custodian banks for trade executions and quotes • Multi-family office to our Ultra High Net Worth clients with our unique value proposition in the areas of investment strategy, estate planning, trusteeship and family continuity • Customised quarterly reporting for client’s portfolio review and ensuring portfolio performance is over and above the high-water mark to account for fees due Show less
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Bank of Singapore, Asia's Global Private Bank
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Singapore
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Financial Services
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700 & Above Employee
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Private Client Advisor Assistant (Rotational MA)
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Aug 2015 - Jul 2017
•Prepare A/C opening documents and maintain rigid control on A/C documentation and compliance standard for Team Leader(s)/Relationship Manager(s)•Comply with the bank’s directives and policies with particular emphasis on due diligence, money laundering and procedures in order to protect the bank’s interest•Assist the Relationship Manager(s) to eliminate unproductive and/or doubtful relationships having regard for due diligence concerns•Identified target and realize new share of wallet opportunities through provision of new products and services•Assist Relationship Manager to provide credit analysis, credit proposals, reviewing existing facilities granted and monitoring relationship-managed customers’ risk profile.•Executing trade and loan rollovers.•Prepare monthly and quarterly statistical reports for management review Show less
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CEO Management Office (Strategy and Business Development)
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Feb 2015 - Jul 2015
•Collaborated with Strategy and Business Manager to develop and implement client segmentation strategies to increase ROA to industry benchmark and come out with strategy paper for all key markets of BOS.•Assisted with implementing business planning processes, developing KPI performance management system and launching client book development programs to increase AUM exponentially.
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Private Banking Management Office (Southeast Asia Markets)
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Aug 2014 - Jan 2015
•Collaborated with the Business & Risk Control Manager to ensure SEA Marketing is ready for Group Audit•Reviewed key audit areas for 2014 to ensure adherence to relevant policies and performed remediation on cases that do not meet the assurance•Inspected visitation reports filed in Customer Relationship Management (CRM) for RM’s clientele outside their core market to ensure there is no regulatory breach•Participated in User Acceptance Testing (UAT) for new in-house systems rolled out for SEA•Carried out extensive due diligence and proactive monitoring by conducting sample checks on Trade Blotters, Portfolio Holding Reviews and Vulnerable Client assessment to mitigate risk•Reviewed all Operational Risk Incidents (ORIs) and Call-back exceptions to ensure that recalcitrant offenders with numerous ORIs are duly escalated to their respective market heads•Scorecard RMs/MAs and ICs based on the number of ORIs and call-back exceptions committed by them for Global Market Head’s performance appraisal•Investigated reasons for rejection of fund remittance to reduce future occurrences in order for the bank to become more clients centric•Examine why clients use virtual office address or addresses of trustees/fiduciary agents and report to deputy CEO accordingly•Extracted data from Client Review Tracker tool to come out with statistic reports on AAR and PHR. Show less
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Risk Analyst
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Jul 2013 - Sep 2013
Market Risk Information (Risk Analytics and Reporting) •Participated in the migrations of data feeds to support the firm’s market risk reporting processes •Assisted in rolling out new sensitivity types in existing risk systems •Investigated feeds that were manually created in the Risk Data Store and source for its originators and carried our appropriate reclassifications. Market Risk Information (Risk Analytics and Reporting) •Participated in the migrations of data feeds to support the firm’s market risk reporting processes •Assisted in rolling out new sensitivity types in existing risk systems •Investigated feeds that were manually created in the Risk Data Store and source for its originators and carried our appropriate reclassifications.
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Education
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2011 - 2014
University of London
Bachelor of Science (B.Sc.), Accounting and Finance -
2012 - 2012
The London School of Economics and Political Science (LSE)
Bachelor's degree, Accounting & Finance -
2008 - 2009
Serangoon Junior College
GCE 'A'dvanced Levels, Science
Community
