Experience

国泰君安国际 Guotai Junan International

• Hong Kong
• Financial Services
• 200 - 300 Employee

• Head of Private Client Services (Wealth Management Singapore)

  • Jun 2023 - Present

  Singapore Tasked to build up the wealth management unit in Singapore and to work with both internal and external stakeholders to achieve success for the business. I would be responsible for the business management and strategic development for the wealth management side of GTJAI. Working closely with the team in Singapore and Hong Kong, I would be responsible for overseeing the coverage of select key clients, new client onboarding (KYC, AML etc) managing relationships and recruitment of client advisors… Show more Tasked to build up the wealth management unit in Singapore and to work with both internal and external stakeholders to achieve success for the business. I would be responsible for the business management and strategic development for the wealth management side of GTJAI. Working closely with the team in Singapore and Hong Kong, I would be responsible for overseeing the coverage of select key clients, new client onboarding (KYC, AML etc) managing relationships and recruitment of client advisors. The role also includes tracking execution progress versus GTJAI’s goals and strategic priorities. This includes streamlining internal process flows, select project management and establishing business partners. Open to collaborations and partnerships to scale new heights for the business. Show less



Singapore Management University Alumni Association (SMUAA)

• Singapore
• Higher Education
• 1 - 100 Employee

• SMU Class of 2022 Alumni Representative (Msc in wealth management)

  • Jun 2022 - Present

  Singapore



Indosuez Wealth Management

• France
• Banking
• 700 & Above Employee

• Private Banker

  • Dec 2017 - Jun 2023

  Singapore Indosuez successfully acquire CIC and completed the acquisition in December 2017. An experienced and seasoned private banker with close to 10 years in the wealth management space. Passionate about building relationships across my clients, prospects as well as partners such as EAMs and business introducers.



Singapore Management University

• Singapore
• Higher Education
• 700 & Above Employee

• Student Academic Lead

  • Oct 2021 - Jul 2022

  Singapore Was elected by my cohort to be the academic lead



CIC

• France
• Banking
• 700 & Above Employee

• Private Banker

  • Jul 2016 - Dec 2017

  Singapore Private Banker with CIC Banque Privée- made the move to join the boutique niche private bank outfit. Developed my keenness for knowledge especially in the real estate front. Also continued to build up my connections and relationships in the multi family office space and external asset manager space.



ANZ

• Australia
• Banking
• 700 & Above Employee

• Private Banker

  • Sep 2010 - Jun 2016

  Singapore Passionate about building strong relationships with my clients and prospects. Top performer for almost every quarter. Team player with ability to cross sell across multiple investment classes. Able to work with both internal and external stakeholders.



S-T3 Private Limited

• Analyst

  • Jul 2009 - Mar 2010

  Singapore Assisted the company in its start-up phase to negotiate with Venture Capital firms such as Draper, Fisher & Jurvetson (DFJ), Richmond Management and Saudi Arabia General Investment Authority (SAGIA) ; Performed due diligence as well as wrote business plans involving financial projections as well as risks mitigation ; Identified potential areas of collaboration with certain companies such as Boeing and Lockheed Martin ; Flew to New York office regularly to meet with vital partners such as Boeing… Show more Assisted the company in its start-up phase to negotiate with Venture Capital firms such as Draper, Fisher & Jurvetson (DFJ), Richmond Management and Saudi Arabia General Investment Authority (SAGIA) ; Performed due diligence as well as wrote business plans involving financial projections as well as risks mitigation ; Identified potential areas of collaboration with certain companies such as Boeing and Lockheed Martin ; Flew to New York office regularly to meet with vital partners such as Boeing ; Played a key role in the Satellite 2010 Exhibition and Conference in Maryland such as negotiating deals with potential partners; Worked closely with IE Singapore representatives in various countries to formulate strategies; Liaised with press personnel for media purposes; played an instrumental role in the China business- and built up great connections in the Shandong and Shanghai areas. Show less