Experience

CTBC Bank Co. Ltd. (Singapore)

• Singapore
• Banking
• 100 - 200 Employee

• Investment Consultant, Team Lead

  • Aug 2023 - Present



Standard Chartered Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Investment Advisor (Private Banking)

  • Feb 2018 - Aug 2023



BMO Private Wealth

• Canada
• Financial Services
• 700 & Above Employee

• Director

  • Jul 2014 - Feb 2018

  Formulated investment strategies and recommendations that matched clients’ risk profile. Investment research and advisory for Asia market clients. Formulated investment strategies and recommendations that matched clients’ risk profile. Investment research and advisory for Asia market clients.



HL Bank Singapore

• Singapore
• Banking
• 100 - 200 Employee

• Investment Service Manager (Private Banking)

  • Dec 2009 - Jul 2014

  Formulated investment strategies and recommendations that matched clients’ risk profile. Equity research and advisory for Asia markets equities for Private Banking RM and clients. Formulated investment strategies and recommendations that matched clients’ risk profile. Equity research and advisory for Asia markets equities for Private Banking RM and clients.



Metropolitan Broking Services

• Singapore

• Business Development Manager

  • Jul 2008 - Dec 2009

  Prepared Financial Plans for clients in achieving financial goals and objective. Prepared Financial Plans for clients in achieving financial goals and objective.



AXA

• France
• Insurance
• 700 & Above Employee

• Business Development Manager

  • Aug 2006 - Jul 2008

  Established good relationships with our distributors and implementing new training program to help our distributors understand our products Established good relationships with our distributors and implementing new training program to help our distributors understand our products



Manulife financial singapore

• Singapore

• Business Manager

  • Jun 2004 - Jul 2008

  Established good relationships with the bank sales staff within my allocated territory and strengthened sales ability and expertise of bankers through intensive training and coaching sessions Established good relationships with the bank sales staff within my allocated territory and strengthened sales ability and expertise of bankers through intensive training and coaching sessions



Metropolitan Broking Services

• Singapore

• Financial Adviser

  • Jan 2001 - May 2004

  Prepared Financial Plans for clients in achieving financial goals and objective. Prepared Financial Plans for clients in achieving financial goals and objective.