Sales Director

• Feb 2016 - Present

Associate Director

• Nov 2014 - Present

•Providing financial advisory and services to ultra-high net worth individual/ family/ corporate and acting as portfolio planner on specific mandates •Ongoing client investment advice aligned to investor profile, defined investment Strategy and CIO house view.• Sustainable financial performance along agreed market specific HNW KPIs •Providing financial advisory and services to ultra-high net worth individual/ family/ corporate and acting as portfolio planner on specific mandates •Ongoing client investment advice aligned to investor profile, defined investment Strategy and CIO house view.• Sustainable financial performance along agreed market specific HNW KPIs

Senior Manager

• Jun 2011 - Nov 2014

•Manage all offshore client including trading strategy and asset management, dealing strategy with client and join training with FA.•Maintain and build relationships with target institutional clients and HNW individual.•Design and develop the branch sales (80 branches) distribution through promoting the existing investment strategies and fund products•Conduct sales and marketing activities in accordance with policies and regulations. •Manage all offshore client including trading strategy and asset management, dealing strategy with client and join training with FA.•Maintain and build relationships with target institutional clients and HNW individual.•Design and develop the branch sales (80 branches) distribution through promoting the existing investment strategies and fund products•Conduct sales and marketing activities in accordance with policies and regulations.

Manager

• Jul 2008 - Jun 2011

•Maintain good relationship with existing HNW clients to manage account portfolio and retain business •Explore new business opportunities and develop new clients for expanding the existing business portfolio of corporate clients•Provide financial solution to the clients according to their financial needs, such as syndication loans, structured trade finance, cash management, and commercial loans. •Maintain good relationship with existing HNW clients to manage account portfolio and retain business •Explore new business opportunities and develop new clients for expanding the existing business portfolio of corporate clients•Provide financial solution to the clients according to their financial needs, such as syndication loans, structured trade finance, cash management, and commercial loans.

Investment Manager

• Mar 2007 - Jul 2008

•Maintain regular contact and proactively initiate discussions with clients to further increase the portfolios through their platforms.•Implement effective sales and marketing strategy to achieve the KPI and sales/revenue targets.•Manage all trading account issues including trading strategy for large private client and corporate institution.•Conduct market and product updates to the intermediaries and plan for new fund/product launch opportunities. •Maintain regular contact and proactively initiate discussions with clients to further increase the portfolios through their platforms.•Implement effective sales and marketing strategy to achieve the KPI and sales/revenue targets.•Manage all trading account issues including trading strategy for large private client and corporate institution.•Conduct market and product updates to the intermediaries and plan for new fund/product launch opportunities.

Senior Account Manager

• Mar 2003 - Mar 2007

•To deliver risk and reinsurance services and solutions to corporate clients, including global risk management, risk consulting, reinsurance broking, alternative risk financing, and insurance program management services for businesses, public entities, associations, professional services organizations, and private clients.•To work with corporate client on tailored investment solutions, provide insights on asset allocation, risk management and portfolio completion strategies.•Provide speculative strategies in alternative risk transfer as, insurance linked securities, weather risk management and credit derivatives.

Manager

• Jan 1997 - Mar 2001

• Manage company's asset, tax and daily issues.• Liaise with tax and financial planner to meet technical target.•Analyze sales strategy and strengthen relationship with customers.•Develop of market concepts and established fully functional sales structure and evaluated against VIP needs. • Manage company's asset, tax and daily issues.• Liaise with tax and financial planner to meet technical target.•Analyze sales strategy and strengthen relationship with customers.•Develop of market concepts and established fully functional sales structure and evaluated against VIP needs.

Assist to the Chairman

• Jan 1994 - Jan 1997

•Responsible for budget planning and analyzing, also contracted various companies or sources for the holding of promotions/ activities.•Manage owner’s global asset, tax and daily issues. •Responsible for budget planning and analyzing, also contracted various companies or sources for the holding of promotions/ activities.•Manage owner’s global asset, tax and daily issues.