Experience

PC Financial (SG)

• Singapore
• Financial Services
• 1 - 100 Employee

• Vice President(Offshore HNWI-North Asia)

  • Apr 2020 - Present

  I. Acquire new HNW client base from North Asia’s business partners and introducers. Provide coaching, sales training and product training to business channels and sales teamII. set up Single Family Office in SG for HNWI, manage and construct clients’ global portfolio(at least 5M SGD AUM per client) including annual declaration to MASIII. provide financial advisory services to HNWI from North AsiaIV. serve as a EAM between HNWI and private banks on handling private bank accounts Show less

• Business Development Manager(Offshore-North Asia)

  • Jul 2019 - Apr 2020

  Acquire, develop and maintain business partners and introducers from North Asia

• Senior Relationship Manager (Offshore HNWI-North Asia)

  • Jan 2019 - Jul 2019



Swissprivilege

• Investment Management
• 1 - 100 Employee

• Principal Relationship Manager

  • May 2017 - Jan 2019



PC Securities Financial Group

• Hong Kong
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • Mar 2016 - Apr 2017



Convoy Global Holdings Limited

• Hong Kong
• Financial Services
• 300 - 400 Employee

• Assistant Associate Director

  • Jun 2013 - May 2015