James Poon Email and Phone Number
James Poon work email
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James Poon personal email
James Poon has significant financial markets, institutional and investment banking experience, having worked in wealth management positions for leading financial institutions. With broad experience across multi-assets in sales, trading and financial engineering of investment products to retail and wholesale clients, James is committed to improving the financial wellbeing and literacy of clients through sound education.James holds a Bachelor of Business (Accounting) and LLB (Hons) from University of Technology Sydney is ADA1 and 2 accredited and has been admitted as a legal practitioner in NSW.
Instreet Investment Australia Limited
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Head Of ProductInstreet Investment Australia Limited May 2015 - PresentProduct Development and Sales of wealth management products. Instreet provides structured investment products with known downside outcomes and attractive return potential. Our success is driven by a dedicated team, who listens to clients and has the skills to develop products and strategies relevant to today’s investment climate.
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Executive DirectorNoop Consulting Apr 2015 - PresentFirm dedicated to assisting clients with the development of next-generation wealth and investment products. We assist wealth management clients to design, structure, create and manage products that meet their customer's capital and income generation objectives. We are experienced financial services professionals with a wealth of local industry experience and market knowledge who are able to provide and implement technical, operational and product life-cycle management needs. We are able to navigate the complex regulatory environment and bring products to market in a timely manner. Our company has built a large network of support that is complementary to a wealth management business. We also assist with client's sales, marketing and distribution strategies.
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Chief Of Product & InternationalRaiz Invest (Previously Acorns Australia) Apr 2018 - Jun 2023Sydney, Nsw, Au -
Director, Investor ProductsRoyal Bank Of Scotland Business Mar 2007 - Apr 2015Edinburgh, Scotland, GbSales/Product Structuring for equity derivatives and structured products business over listed and unlisted platform. -
Senior Manager Equity DerivativesWestpac Jan 1999 - Feb 2007Sydney, Nsw, AuWorked across Sales, Trading, Structuring for Equity Derivs business across warrants and structured lending products.
James Poon Skills
James Poon Education Details
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University Of Technology SydneyAccounting & Finance -
Barker College
Frequently Asked Questions about James Poon
What company does James Poon work for?
James Poon works for Instreet Investment Australia Limited
What is James Poon's role at the current company?
James Poon's current role is Structured Solutions Specialist as Head of Product at Instreet Investment Australia Limited.
What is James Poon's email address?
James Poon's email address is ja****@****mail.fm
What schools did James Poon attend?
James Poon attended University Of Technology Sydney, Barker College.
What skills is James Poon known for?
James Poon has skills like Structured Products, Equity Derivatives, Equities, Derivatives, Financial Structuring, Financial Markets, Structured Finance, Fixed Income, Investment Banking, Fx Options, Bonds, Capital Markets.
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