Focus on the sale of advisory mandates to private banking clients in Greater China. Delivering a personalised investment experience for clients by leveraging deep expertise in the BlackRock Aladdin wealth analytics platform and investment solutions.HK SFC/HKMA licensed securities dealer and advisor.

As the Greater Bay Area Cross-border Wealth Management Business Head, I am responsible for developing winning strategies and customer propositions, building and enhancing omni-channel cross-border wealth management capabilities, and advocating for cross-border wealth customer proposition and commercialization opportunities through PBOC and HKMA lobbying efforts.

I am leading the proposition development of a new digital financial planning venture in China, including a digital "Health and Wellness" insurance platform and a fintech partnership. Successfully secured a large and complex fintech partnership deal in China and launched new insurance and wealth solutions in Hong Kong. I have identified and implemented cost savings by reducing operational costs by USD840k, simplifying wholesale credit operations in China, and ensuring compliance with data privacy laws in Hong Kong.

High impact and challenging role responsible for growing ANZ Wealth Management capabilities across key strategic Asian markets, based in Singapore. In-depth coverage of ANZ Private Banking Asian internal operations e.g. risk, product, front-line capabilities, and alignment with external factors e.g. regulatory, competitive, and client dynamics.Proven multi-geography senior stakeholder management capacity through direct matrix report into Global Wealth Leadership executives based in Singapore and Australia.

Strategic review of Australian wealth businesses to provide objective analytical input for senior leadership to optimise the corporate business portfolio with investment spending, and to exit unattractive markets.Advised senior leadership on numerous long-term strategic and short-term tactical business and customer opportunities requiring in-depth scenario based financial and market analysis.

Assisted in the roll out of the bank’s 3 year strategic plan with focus on the identification of digital and online market opportunities for the Retail Bank.

Management Consultant with experience across Financial Services, Oil & Gas, and Telecommunication industries. Key project contribution include:1) Development of an in-depth, accurate, and flexible business case model to quantify benefits of a new Wealth initiative based on various scenarios, which included P&L forecast projections to 10 years.2) Development of customer segment profitability model for a leading Oil & Gas company to better understand and optimise cost-to-serve.3) Lean operational deep-dive: uncovered ~A$700k cost savings for a leading Telecommunications provider by optimising third party on-boarding process.