Experience

St. James's Place – Asia & Middle East

• Singapore
• Financial Services
• 300 - 400 Employee

• Practice Manager

  • Jun 2019 - Present



BENCHMARK

• Hong Kong
• Financial Services
• 1 - 100 Employee

• Stakeholder Management

  • Aug 2018 - May 2019



St. James's Place – Asia & Middle East

• Singapore
• Financial Services
• 300 - 400 Employee

• New Business Team Manager

  • Apr 2016 - Jun 2018

  - Process new business ranging from SJP own products, protection and ILAS products. Liaise with institution from case submitted to case issued.- Provide partner support on new business, servicing, adhoc enquiries- Provide training to team members how to use the system and process new business, follow up, servicing enquiries- Update manual guide and new business checklist for new business submission for SJP and 3rd party products- Liaise with Trustee to obtain up to date information- Provide monthly reports on Salesforce for 3-6 months for cases in the pipeline- Run regular reports from Salesforce for various projects- Ensure cases are updated on a monthly basis on SF for case issued for compliance check- Twice a month prior to collection, check the HKDD systems are updated.- Weekly conference call with our UK office- Provide monthly update training for partner support- Ensure all literature forms, servicing forms are updated on sharepoint and local drive

• Client Services Manager

  • Oct 2010 - Mar 2016

  - Process new business with 3rd party provider with QROPS pension transfer, life insurance and arrange medicals for clients on adhoc basis, follow up cases to the policy is issued. - Perform AML checks and client due diligence report- Provide support to a number of Partners with business submission, client services requests such as valuations, prepare NAV reports, make sure literatures are updated with the regulatory requirements, prepare paperwork for encashment, surrender etc… - Update Salesforce, NAV, upload and process new business online via Swift, UK system. - Process switches and deals- Update manual process for ILAS cases



Clearwater International Ltd

• Head of New Business & Policy Administration

  • Feb 2009 - Aug 2010

  – Provide support to a team of 5-6 expatriates consultant, pre-vetting and submitting new business to various insurance companies in HK and Offshore, follow up case, arrange medical for clients. – Day to day basis, deal with various insurance providers, QROPS providers and Trustees, – Handle client servicing request (stop payment, switches, partial encashment, policy enquiries), – Provide support to consultant to analysis the best possible solution. – Update literature and stock update from various insurance companies. Understand individual insurance provider’s compliance and procedures. – Update NAV system (Net Asset Value) on a regular basis, ensure all client’s data and their investments are entered and all up to date. – Process commission calculations, business submission reports to Directors. – Provide support to the Office & HR Manager for 5 months maternity leave, which involves checking bank balances report, arrange local bank transfers and overseas transfer, preparing cheques and payments to various providers, generate commissions report for consultants on bi-monthly basis, set payroll for admin staff and consultants, and deal with various admin issues.



Clearwater International Limited

• Personal Assistant to Director

  • Mar 2004 - Jan 2009

  – Mange their diary for client meetings, – Assist with travel arrangements, handle personal matters. – Provide support with report writing, new business submission, follow up cases, client servicing and broker liaison with various insurance providers on day to day basis, deal with commissions calculations. - Audiotyping – Mange their diary for client meetings, – Assist with travel arrangements, handle personal matters. – Provide support with report writing, new business submission, follow up cases, client servicing and broker liaison with various insurance providers on day to day basis, deal with commissions calculations. - Audiotyping



Towry Law (Asia) Limited

• Personal Assistant

  • Oct 1999 - Feb 2004

  - Serving a team of four consultants, two expatriates and two Chinese. - Duties involved report writing, client servicing, such as client switches, premium enquiring, encashment etc. from their policies and dealing with insurance companies respectively. - Arrange travel- Manage calendar and client meetings on a day to day basis.- Audio typing - Serving a team of four consultants, two expatriates and two Chinese. - Duties involved report writing, client servicing, such as client switches, premium enquiring, encashment etc. from their policies and dealing with insurance companies respectively. - Arrange travel- Manage calendar and client meetings on a day to day basis.- Audio typing



Cameron Butler (Hong Kong) Limited

• Administrator

  • Jun 1998 - Sep 1999

  - Duties involve providing up to date funds information for consultants, requesting data and providing reports to investment fund houses. - Dealing with petty cash & reconciling accounts in HK, - Booking accommodation and making travel arrangements and other general queries. - Provide support in client servicing which involves with new business, calculating commissions, distribution statements & correspondence to client chasing up premiums or enquiring about their policy investment.