Jackson Yap Email & Phone Number

• Initiate account openings/closures/update instruction checklists and interface with client to ensure completion of documentation requirements • Ensure that Know Your Customer (KYC) and Customer Due Diligence (CDD) for new accounts and maintenance of existing accounts within compliance with firm and MAS regulations• Position Alternative Investments into clients’ portfolios – Private Markets, Private Equities, Private Credits, Private Real Estate, Hedge Funds • Identify and expand relationships with high-net-worth individuals, family offices, and accredited and institutional investors across global markets, who are looking to diversify and access alternative investment• Provide regular market information updates and trend analysis to investors• Increased fund sizes by forming B2B and B2C partnerships/distributions• Collaborate with the investment team to successfully articulate the overall investment ethos and perspective to prospective investors

• Help individuals and families build and implement wealth management strategies based on their goals and objectives.• Establish business plans, identify and speak with potential customers over the phone and in person, and respond to their inquiries. • Professional financial planning support for clients with diverse portfolios and unique needs.• Recruit, train, and mentor junior consultants and generate content and ideas, to increase business opportunities • Facilitated onboarding process and investment account set up for new clients.• Educate clients on a variety of financial matters and provide professional recommendations on investment opportunities, products, and services based on their individual needs.• Engage and collaborate with marketing co on the marketing campaigns to outreach to the targeted demographic audiences.• Design, plan and execute marketing campaigns inclusive of targeted groups, territories, and exclusion, to improve CTA and reduce the CPL.

Singapore

• Prepare content, design, and draft invitations for clients, and property agents on the new launch.• Presenting the development, construction, showroom, floor plan, and overview properties market to property agents, clients, and prospects at the site visit • Assist buyers in finding ideal properties by assessing their needs, requirements, and budgets.• Work closely with bankers and buyers to review real estate sales payments and credit records • Host and conduct training, and market outlook sharing on the overview of the developments, master plan, and upcoming changes for property agents.Visit real estate agencies and conduct presentations to educate agents on properties and projects • Negotiate with new and existing leases, maintain good relationships & engage with existing tenants• Attend to VIP and walk-in customers during the new launch of the residential at the sales gallery

• Interview, coordinate, and execute onboarding processes for new hires• Collaborate with businesses on activities such as partnership, marketing, promotions, and lead generation for the company.• Prepare job postings and recruitment ads, screen applicants and resumes, conduct interviews, and liaise with direct sales managers in selecting qualified candidates• Create and implement various human resources programs and initiatives to support company goals• Analyze and provide feedback/recommendations related to well being of the organization in the monthly director and managers meetings. • Business development & collaboration, marketing for events & seminars• Plan and manage recruitment drives, including university career fairs and public career fairs• Craft out design, and create content, for upcoming and ongoing project plans, training materials, and marketing/communication plans• Provide managers with the tools and techniques to enable them to coach staff and comply with company policies and industry regulations. • Implement recruitment strategies, ensuring qualified employees are recruited and hired in the most cost-effective and timely manner• 1-month training program with Reich Consultancy, a recruitment firm.