Jack Teo Email & Phone Number

Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, My

Federal Territory Of Kuala Lumpur, Malaysia

1. Efficiently manage international high-net worth clients and corporate entities, offering tailored business solutions including offshore corporate restructuring and international tax planning.2. Provide comprehensive sales training and mentorship to enhance the business development team's client relationship-building and revenue generation skills.3. Oversee diverse projects like Private Funds and Security Token Offerings in collaboration with various industries.4. Offer expert advisory services in family office, wealth management, compliance, and operations to meet client-specific needs.5. Strategically promote offshore Trusts and Foundations for estate planning and business succession among affluent clients.6. Drive innovation and sustainable growth through product/service development efforts.7. Conduct thorough feasibility studies and optimize operational efficiency with tailored Standard Operating Procedures (SOPs) for clients.8. Cultivate international partnerships aligning with our business objectives in regions such as Hong Kong, Singapore, China, Korea, and Taiwan.9. Expand our professional network actively through engagement with industry leaders, government agencies, and associations in the specified regions, including participation in international conferences and trade shows.

Federal Territory Of Kuala Lumpur, Malaysia

 Responsible to ensure all merchants comply with company’s compliance and AML requirement before onboarding by vetting through contracts and agreements. Manage and ensure the compliance team members maintains morale and hits their KPI daily to achieve desirable productivity. Responsible to review/drafting third party contracts and agreement for special partnerships. Constantly review and improve company’s compliance policies and process flow to achieve better efficiency.

Singapore

 Successfully on-board new local and international clients through events, referrals, and relationship partners overseas. Acquire high net worth clients with Asset Under Management of $350,000 to Privilege Banking and $2 million to Privilege Reserve. Perform due diligence, KYC, and AML checks before on-boarding clients to ensure compliance and regulation standards are fulfilled. Work closely with Relationship Manager to cross sell insurance and other banking products

Singapore

- Provide financial advices to client based on individual’s portfolio to meet their financial goals through a wide array of banking products and services.

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

 Provides insurance advices and services to ensure clients are well covered for their insurance needs. Achieved Master Sales Awards Gold Qualifier Q4 2015 Achieved Supremacy Qualifier 2015 – Elite Category Great Eastern Clash of Titan Contest – Rookie Category (Champion)