Head of Client Experience

• Apr 2023 - Present

Leading a team that works closely with the business to strategise and execute on plans to improve the conversion funnel. We design and deliver the right human touch via phone, email or other means to build CLV while working with the Product, and Marketing teams to enhance our in-app flows and messaging based on insights and feedback from our interaction with clients.I work alongside our C-Suite to create and deliver impactful events, and other forms of interaction including partnership events, and panel discussions.Reach out if you have partnership/collaboration ideas. Show less

Head of Client Experience

• Jan 2021 - Apr 2023

Part of our lean, but mighty team of 30 CX agents to deliver the best experience for our users across our platforms. We’re located across the region in Singapore, Malaysia, the MENA region, Hong Kong, and Thailand.Reach out at support@stashaway.com

Contributor

• Mar 2022 - Present

Team Head - PCS Retail Brokerage House Team

• Jan 2019 - Jan 2021

Team- 7 high performing dealers ;- Brokering of deals both internally among banking stakeholders as well as externally between individuals and corporates across the ASEAN region ;- Engaging stakeholders within the bank's ecosystem for the strategic planning, and implementation of products for portfolios under our purview.Equities Trading- Awarded the "Platinum Broker" award for 4 years consecutively (2016, 2017, 2018, 2019) for earning a fee based income of RM1m (USD 250k) and above ;- Daily monitoring of major global markets, spotting good investment opportunities for HNW clients.Equities Financing - Margin portfolios under purview range between RM1m - RM50m (USD 250k - USD12m) ;- Led the financing of the largest shareholders for SPAC in Malaysia ;- Familiar with strategic margin syndications for corporate, and individual portfolios. Show less

Senior Equities, and Futures dealer

• Sep 2013 - Jan 2021

- Handle equity portfolios ranging between RM500,000 - RM30m (USD 120k - USD 7m) ;- Monitor Malaysia, Singapore, Hong Kong, and US equity markets;- Evaluating client investment holdings/portfolios;- Provide investment advice, and recommendations according to clients' risk adversity;- Collate relevant information, and data to be presented to clients;- Interpreting financial, and market reports, and providing key parties with daily trading information;- Execution of equity orders. Show less