Reuben Mashicharan

Head of International Desk at International Planning Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Lee French, Co-Head of Defined Contribution

I managed Reuben for circa 2 years and during this time I found him to be a resourceful individual, full of tenacity and initiative. Reuben was always keen to broaden his areas of expertise and his knowledge of all matters related to employee benefits and the financial services industry. Reuben was keen to develop his client facing and presentation skills, which I was happy to give him the opportunity to do and gave him advice on how to manage and maintain business relationships internally and externally. Overall, Reuben was a dedicated employee and I wish him every success in his chosen career path.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Head of International Desk
      • Jun 2019 - Present

    • First Vice President
      • Oct 2016 - Jun 2019

      Wealth Planning Solutions for HNW and UHNW's through referrals from Private Banking and External Asset Management sources.Focus on the European and the Non Resident Indian (NRI) diaspora predominantly residing in South East Asia and the GCC Region.

    • Insurance
    • 700 & Above Employee
    • Director- International Desk
      • Jun 2011 - Oct 2016

      Create and maintain relationships with Private Bankers and provide insurance and estate planning solutions for their High Net Worth clients. Based in Singapore and have an in-depth knowledge, understanding and experience of the South East Asian, Middle Eastern, African and UK markets. Frequently travel to these regions. Create and maintain relationships with Private Bankers and provide insurance and estate planning solutions for their High Net Worth clients. Based in Singapore and have an in-depth knowledge, understanding and experience of the South East Asian, Middle Eastern, African and UK markets. Frequently travel to these regions.

    • Associate Wealth Management Consultant
      • May 2010 - Jun 2011

      · Liaised daily on the telephone with new and existing clients and consequently attended review meetings to present information from my pre-meeting research and demonstrate all aspects of the wealth management advice process. · Assisted in the generation of new business by researching, writing and promoting financial product and market information to new and existing clients. · Developed technical skills and increased product knowledge by researching suitable product providers, investments and funds for individual clients and presented these findings in the form of a structured report. · Demonstrated sales and marketing ability by actively supporting and servicing a private client consultant's portfolio. Show less

    • Divisional Co-Ordinator
      • Apr 2008 - Jun 2010

      Divisional Co-ordinator · At corporate events, demonstrated natural networking and relationship building skills, by managing existing clients to ensure their wellbeing, whilst sourcing potential business contacts and opportunities with individual prospects. · Managed the strategic research, development, refinement and implementation of a financial advice video presentation that formed part of our online platform for new and existing clients. · Carried out GAP analysis on the existing proposition offering and identified opportunities for the development of new products to drive the business forward. · Actively worked with the marketing department to deliver a range on RFP's in a limited time frame. Show less

    • Business Consulting and Services
    • 700 & Above Employee
    • Internship and Audit and Assurance Experience
      • May 2006 - Jan 2008

Education

  • The London School of Economics and Political Science (LSE)
    Principles of Business and Finance
    2006 - 2006
  • Aston University
    Masters in Accounting and Finance (MA), Finance
    2006 - 2007
  • University of Birmingham
    BMedSci(Hons), Medical Science
    2002 - 2006

Community

You need to have a working account to view this content. Click here to join now