Assistant Relationship Manager role in forging B2B partnerships with external asset managers, family offices and fund managers based in SG/HK. Covering all aspects of the relationships, from onboarding to daily operations and trading.

• Investment advisory: Pupported Investment Counselors in developing trade ideas, by analyzing market trends and securities• Client servicing: Prepared presentation decks for client portfolio reviews and product recommendations• Trade execution: Obtained price quotations, conducted pre-trade checks and simulations and post-trade record keeping

• Product management: Collected data and interpreted sales trends, to support new product launches. Reviewed cost-effectiveness of campaigns on products’ first-month revenue• Regulatory compliance: Conducted due diligence checks and sample testing on customer on-boarding AML checks. Streamlined operations using Robotic Process Automation• Internal audit: Investigated formal allegations of mis-selling/mis-representation under Financial Advisers Act, and handled 2 such cases end-to-end… Show more • Product management: Collected data and interpreted sales trends, to support new product launches. Reviewed cost-effectiveness of campaigns on products’ first-month revenue• Regulatory compliance: Conducted due diligence checks and sample testing on customer on-boarding AML checks. Streamlined operations using Robotic Process Automation• Internal audit: Investigated formal allegations of mis-selling/mis-representation under Financial Advisers Act, and handled 2 such cases end-to-end within timelines of 30 days• Sales: Actively sourced for customers and maintained relationships as a financial advisor. Have on-the-ground experience in client on-boarding, profiling and making recommendations Show less

• Investment analysis: Analysed data on existing portfolio properties’ rental and occupancy rates. Screened industrial properties and land lots in Singapore for acquisition opportunities within Fund’s investment criteria• Financial reporting: Utilised Bloomberg terminal to extract data for peer comparisons in annual reporting. Automated the process using MS Excel Bloomberg add-ins with VBA

• Credit risk: Assessed and assigned ratings on corporate debtors, including companies with non-standard business models by performing manual analysis of financial statements• Digital transformation: Supported testing and implementation stages of developing an in-house credit rating software, through reverse-engineering of prior system by Moody’s Analytics