- Worked as a product analyst for BaNCS Wealth Management Solution, responsible for defining the product roadmap, solution mapping, business models and scenarios, sales and pre-sales activities, product demonstrations, creation of case studies and proof of concepts, and knowledge sharing.- Served as a business analyst for various client engagements, gathering business requirements, conducting gap analysis, preparing solution analysis documents, and developing implementation strategies and timelines.

- Provided private wealth management and investment advisory services, solutions, and products to high-net-worth individuals, families, private trusts, and companies.- Offered services covering various asset classes, including equity and debt instruments and products, REIT, private equity, structured and alternative investment products.

- Provided investment advisory services to high-net-worth individuals, families, and companies.- Primary responsibilities included designing discretionary investment portfolios based on client risk appetite and investment horizon, with a strategic focus on fundamental research for equities and statistical models for equity derivatives.

- Conducted market research and supported presales activities.- Prepared business requirement and solution analysis documents.