Josephina Fung

Client Success Manager at FundApps
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG
Languages
  • English Native or bilingual proficiency
  • Chinese Native or bilingual proficiency

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Bio

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Credentials

  • Coding Basics
    Rocket Academy
    Aug, 2021
    - Oct, 2024
  • CMFAS M9, M5, Basic Insurance Concepts and Principles, Health Insurance, Personal General Insurance
    Singapore College of Insurance Ltd
    Mar, 2018
    - Oct, 2024
  • CMFAS M1B
    IBFSG - The Institute of Banking & Finance Singapore
    Feb, 2018
    - Oct, 2024
  • Institute of Chartered Accountants (ISCA) Chartered Accountant Singapore
    Institute of Singapore Chartered Accountants (ISCA)
    Jul, 2015
    - Oct, 2024
  • ABRSM Grade 8 Piano and Grade 5 Theory
    ABRSM
    Jan, 2006
    - Oct, 2024

Experience

  • FundApps
    • United Kingdom
    • Software Development
    • 100 - 200 Employee
    • Client Success Manager
      • May 2022 - Present

  • PwC Singapore
    • Singapore
    • Accounting
    • 700 & Above Employee
    • APAC Tax Reporting & Strategy Manager
      • Sep 2020 - May 2022

    • Technology, Media & Telecommunications Business Development Senior Consultant
      • Jan 2020 - Sep 2020

  • Standard Chartered Bank
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Relationship Manager
      • Mar 2018 - Dec 2019

      • Advised customers on financial planning, helping them to manage and grow their wealth in accordance to their financial goals, objectives and risk appetite • Diversified customers’ investment portfolios with various financial solutions which included funds, fixed income, structured products, endowment plans and retirement plans • Forged new client relationships and strengthened existing customer base • Advised customers on financial planning, helping them to manage and grow their wealth in accordance to their financial goals, objectives and risk appetite • Diversified customers’ investment portfolios with various financial solutions which included funds, fixed income, structured products, endowment plans and retirement plans • Forged new client relationships and strengthened existing customer base

  • PwC Singapore
    • Singapore
    • Accounting
    • 700 & Above Employee
    • Senior Corporate Tax Consultant
      • Jul 2015 - Feb 2018

      • Collaborated closely with other departments and statutory boards (IRAS, EDB, IE) to provide clients with tax advisory and compliance services (tax restructuring, tax due-diligence, cross-border repatriation, and more) • Managed a portfolio of corporate clients which includes Fortune 500 Companies • Regularly updated clients on upcoming tax regulatory changes to ensure compliance obligations are met • Collaborated closely with other departments and statutory boards (IRAS, EDB, IE) to provide clients with tax advisory and compliance services (tax restructuring, tax due-diligence, cross-border repatriation, and more) • Managed a portfolio of corporate clients which includes Fortune 500 Companies • Regularly updated clients on upcoming tax regulatory changes to ensure compliance obligations are met

  • Joseph Consultants & Management
    • Singapore
    • Business & Corporate Tax Consultant
      • Jan 2014 - Jun 2015

  • PwC Singapore
    • Singapore
    • Accounting
    • 700 & Above Employee
    • Transfer Pricing Intern
      • May 2014 - Jul 2014

  • PwC Singapore
    • Singapore
    • Accounting
    • 700 & Above Employee
    • Corporate Tax Advisory Intern
      • May 2013 - Jul 2013

  • Zenitant Pte Ltd
    • Singapore
    • Program Facilitator
      • May 2011 - Aug 2011

  • EmitAsia (S) Pte Ltd
    • Singapore
    • Part time Sales and Marketing
      • Feb 2011 - Apr 2011

Education

  • Singapore Management University
    Bachelor of Accountancy, Accounting and Finance
    2011 - 2015
  • European-University Viadrina
    Bachelor's degree, Business Administration and Management, General
    2014 - 2015
  • National Junior College
    GCE 'A' Levels - H2 Economics, H2 Mathematics, H2 Biology, H2 Chemistry, General Paper, Project Work, Science Stream
    2009 - 2010
  • CHIJ St. Nicholas Girls' School
    GCE 'O' Levels, English,Higher Chinese,English Lit.,Biology,Chemistry,Physics,Geography,Social Studies,A Math,E Math
    2005 - 2008

Community

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