Experience

Utmost International

• Financial Services
• 200 - 300 Employee

• CEO Singapore Branch

  • Feb 2019 - Present

  Utmost Wealth Solutions is an industry-leading provider of exceptional wealth solutions. We are focused on providing wealth accumulation and protection solutions around the world.Utmost Wealth Solutions is built on a foundation of knowledge and expertise in the international investment market as a result of over 30 years’ industry experience. Today we have over €30bn of combined assets under administration for more than 250,000 customers.Through a unique combination of complementary strengths, we offer personalized service and focused expertise to our clients and their advisers who are seeking intelligent, tax-efficient ways to build, manage and pass on their wealth.We are here to make a wealth of difference.

• CEO Singapore

  • Jun 2011 - Present

• Area Sales Manager South East Asia

  • Oct 2003 - Present

  I joined Generali International in October 2003. I was appointed as Sales Manager, Hong Kong. I was able to use the contracts I had made during my time at SPI to raise the profile of Generali International. Within two years the level of business being received from the expatriate brokers had increased by 300% (GBP 3 million annual premium to GBP 9.5 million annual premium) in 2005 I started to trip to Jakarta. At the beginning of 2009 my area was restructured and I was given more regional responsibility. I was appointed Area sales Manager South East Asia. This change was partly due to the fact that Generali International were going to Singapore and I would take on the responsibility for this office and therefore the surrounding countries, Malaysia, Thailand Indonesia and Vietnam.



Scottish Provident

• United Kingdom
• Insurance
• 1 - 100 Employee

• Sales Consultant

  • Oct 1998 - Oct 2003

  I joined Scottish Provident International (SPI) in Hong Kong having left Clerical Medical as a Sales Manager in the UK. I looked after Japan, Singapore, Malaysia and Australia until SPI became authorised in Hong Kong in 2000. Within six months of getting a Hong Kong license expires I focused totally on Hong Kong and supervised a Chinese Consultant opening up the local brokers and market. At the beginning of 2003 I took on some more regional responsibility looking after China. I joined Scottish Provident International (SPI) in Hong Kong having left Clerical Medical as a Sales Manager in the UK. I looked after Japan, Singapore, Malaysia and Australia until SPI became authorised in Hong Kong in 2000. Within six months of getting a Hong Kong license expires I focused totally on Hong Kong and supervised a Chinese Consultant opening up the local brokers and market. At the beginning of 2003 I took on some more regional responsibility looking after China.



Clerical Medical

• Southampton, United Kingdom

• Sales Manager

  • Jan 1990 - Sep 1998

  I joined the Bristol sales team as a consultant covering a panel of brokers in the city center area. I was promoted though the grading systems on a yearly basis reaching the position of Senior Sales Consultant at the begging of 1993. My area mainly consisted of National Account type brokerages. This included Noble Lowndes, Barclays Insurance Services and Hogg Robinson. My main area of business were pensions and offshore investment business. During my 3 1/2 years as a sales consultant in the Bristol area I had always been in the top five producing consultants in the country. In May 1994 following a re-structure within the Clerical Medical Group, I was promoted to Sales a manager at the Reading Office. I was responsible for 10 consultants covering both regional and national IFA’s. During he two years that I was looking after the Reading operation we elevated ourselves from the 8th most successful office in the country to the number 3 position. In April 1996 Clerical Medical merged with Halifax Building Society and another down sizing operation took place, I was the. Promoted to Sales Manager in Southampton covering both the Reading and Southampton region. I was then responsible for 8 consultants covering the regional IFA’s, this included network organisations (DBS, Countrywide Financial Options). In the new environment there were 14 sales teams in the country and in 1996 Southampton office finished 4th and in 1997 the office finished a creditable 3rd as as at 1st June 1998 the office was placed 2nd in the country. My job profile included motivating and coaching individuals on a one to one basis with a primary objective of achieving target in four product areas, seven of the eight consultants that I am aged worked from home.



abrdn

• United Kingdom
• Financial Services
• 700 & Above Employee

• Sales Consultant

  • Jan 1988 - Jan 1990

  I joined Standard Life in Southampton and covered the Winchester,Eastleigh and Chandlers Ford areas. The majority of business I wrote during my time in this branch was pension business both executive and personal. I was then offered a “career” move with Standard Life to Plymouth. The position offered to me was described as “the jewel”in the Plymouth crown. I managed during my time in Plymouth to consistently be in the top three producing consultants (14 in all) in the Branch. I joined Standard Life in Southampton and covered the Winchester,Eastleigh and Chandlers Ford areas. The majority of business I wrote during my time in this branch was pension business both executive and personal. I was then offered a “career” move with Standard Life to Plymouth. The position offered to me was described as “the jewel”in the Plymouth crown. I managed during my time in Plymouth to consistently be in the top three producing consultants (14 in all) in the Branch.



National Mutual Life

• Southampton, United Kingdom

• Sales Consultant

  • Jan 1986 - Jan 1988

  My first experience of the life insurance business came when in 1982 I joined National Mutual Life whom at the time were a strong mortgage office particularly in the 100% mortgage market. I was initially taken on as a trainee inspector covering a geographical area that included Bournemouth, Christchurch, Wimborne and Ringwood. By the time I left in 1986 I was a consultant covering a panel of brokers in the Bournemouth area that provided me with enough business to achieve fourth position in the company’s merit tables.



Midland Bank

• Banking
• 1 - 100 Employee

• Bank Clerk

  • Jan 1979 - Jan 1982

  Having left school in 1979 I joined Midlands Bank where I progressed through the junior ranks ending up as a safe custody clerk and foreign currency cashier. Whilst working for the Bank I took day release to study for the B.E.C. National Diploma in business studies. Having left school in 1979 I joined Midlands Bank where I progressed through the junior ranks ending up as a safe custody clerk and foreign currency cashier. Whilst working for the Bank I took day release to study for the B.E.C. National Diploma in business studies.