Josephina Fung
Client Success Manager at FundApps- Claim this Profile
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English Native or bilingual proficiency
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Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
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Coding Basics
Rocket AcademyAug, 2021- Oct, 2024 -
CMFAS M9, M5, Basic Insurance Concepts and Principles, Health Insurance, Personal General Insurance
Singapore College of Insurance LtdMar, 2018- Oct, 2024 -
CMFAS M1B
IBFSG - The Institute of Banking & Finance SingaporeFeb, 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
ABRSMJan, 2006- Oct, 2024
Experience
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FundApps
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United Kingdom
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Software Development
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100 - 200 Employee
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Client Success Manager
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May 2022 - Present
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PwC Singapore
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Singapore
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Accounting
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700 & Above Employee
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APAC Tax Reporting & Strategy Manager
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Sep 2020 - May 2022
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Technology, Media & Telecommunications Business Development Senior Consultant
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Jan 2020 - Sep 2020
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Standard Chartered Bank
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United Kingdom
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Banking
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700 & Above Employee
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Relationship Manager
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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
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PwC Singapore
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Singapore
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Accounting
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700 & Above Employee
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Senior Corporate Tax Consultant
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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
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Joseph Consultants & Management
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Singapore
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Business & Corporate Tax Consultant
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Jan 2014 - Jun 2015
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PwC Singapore
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Singapore
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Accounting
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700 & Above Employee
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Transfer Pricing Intern
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May 2014 - Jul 2014
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PwC Singapore
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Singapore
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Accounting
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700 & Above Employee
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Corporate Tax Advisory Intern
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May 2013 - Jul 2013
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Zenitant Pte Ltd
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Singapore
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Program Facilitator
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May 2011 - Aug 2011
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EmitAsia (S) Pte Ltd
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Singapore
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Part time Sales and Marketing
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Feb 2011 - Apr 2011
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Education
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Singapore Management University
Bachelor of Accountancy, Accounting and Finance -
European-University Viadrina
Bachelor's degree, Business Administration and Management, General -
National Junior College
GCE 'A' Levels - H2 Economics, H2 Mathematics, H2 Biology, H2 Chemistry, General Paper, Project Work, Science Stream -
CHIJ St. Nicholas Girls' School
GCE 'O' Levels, English,Higher Chinese,English Lit.,Biology,Chemistry,Physics,Geography,Social Studies,A Math,E Math