Ivern Ho Email & Phone Number

Singapore

- Top 10 Consultants for new AUA (Asset Under Advisory) for June 2018- Top 10 Consultants for new AUA (Asset Under Advisory) for April 2017- Construct and manage clients' investment portfolios comprise of different asset classes such as Equity, Fixed Income, ETF, S-REITs and Unit Trust with the aim to achieve mid to long term investment objectives base on clients' needs- Provide holistic wealth planning services for both mass affluent and retail clients- Conduct public investment seminars and investment presentations for the weekly team meetings

Singapore

- Lead Portfolio Manager for Singapore Growth Equity Strategy- Co-Portfolio Manager for both Singapore Yield Strategy and Hong Kong/China Focused Equity Strategy- Effective stock selection resulting in the strategy outperformed the relevant indices for the year 2016, whereas both STI and HSI closed flat while SHCOMP registered losses of (-12%)- To maintain a disciplined investment process in managing the portfolios- Conduct in-depth analysis on the macro and companies fundamentals according to our investment process- Build and maintain financial and ratio analysis models of the portfolio companies with the use of Bloomberg and Excel

Singapore

- Manage 7,000 - 10,000 trading accounts and lead branch dealing team on daily trading operation- Lead and assist Ang Mo Kio dealing team to achieve Best POEMS Stock Dealing Team Award- To lead and motivate the team to achieve targeted New Accounts Opening and Brokerage Revenue - Conduct portfolio reviews and manage investments for top clients - Advise clients on various products such as Equity, Bonds, ETF, Warrants and S-REITs- Advise clients on upcoming Initial Public Offerings, corporate actions and trade-related matters

Singapore

- Successfully build and manage a portfolio of top clients who constantly contribute monthly brokerage revenue of $5,000 - $20,000 to the team - Perform Trades execution in global equity markets - Perform daily SGX trades settlement, reconcile and resolve trade disputes- Resolve SGX oversold positions with the use of in-house Shares Borrowing & Lending facility- Notify clients of their margin call settlement mainly for Margin & CFD accounts- Fulfill clients' options on corporate actions for their foreign shares custodian accounts

Singapore

- Achieved monetary award for Quarterly Top CFD (Contract For Difference) Account Opening at the branch level- To market and advise on investment products such as Unit Trust, Managed Account and Regular Savings Plan- To provide holistic wealth planning for branch clients- Perform daily stock account opening- To coordinate and conduct public investment seminars