Jeremy Chow Email & Phone Number

- Provide financial planning and investment advisory services to client base of all ages and stages of wealth- Build client relations, working closely with clients to fully understand their financial situation- Monitor market performance to develop and deliver investment advice and strategies accordingly

Singapore

- Prospecting, generate new leads and close new sales - Develops and maintains long-term relationships with accounts- Identifies opportunities to grow business with existing clients accounts, including upselling and cross-selling OAG's aviation data (of airlines' schedules and flight status) and analytical tools form the bedrock of solutions for the global.

Singapore

• Relationship management with key accounts to ensure sustainability in blood programme. (Key Accounts include ExxonMobil Singapore, Aon Singapore, Keppel Corporation, SMRT Corporation, etc)
• Understand clientele’s demands on Corporate Social Responsibility (CSR), strategise on meeting their constraints and generate positive impact for their stakeholders.
• Generate quality leads and build new accounts through proactive lead generation.
• Cold calling, promote and develop value proposition to attract interest in driving CSR activities.
• Deliver educational talks to increase awareness and raise brand profile to audiences of 100+ pax per session on a monthly basis.Key Achievements:
• Improved lead generation activities, increase the clientele base and develop new accounts for more than 27 SMEs and 8 local MNCs.

Singapore

• Audited and compiled key valuations accurately and prepared valuation deadlines.
• Administered Net Assets Valuations and issued relevant parties in accordance with institutional requirements.
• Managed all cash and holdings reconciliations transactions and ensured completion in accordance with agreed timetables and procedures.
• Relationship management with key custodians to resolve any reconciliation issues.
• Maintained communication channels with major investment managers to ensure efficient flow of information as required.
• Presented key client reports on a monthly basis.

Bsc In Economics & Management, Economics, Business Management

• Course fulfilled included Microeconomics, Macroeconomics, Managerial Economics, Business Management & Principles of Accounting. •.

Diploma In Applied Food Science & Nutrition

Activities and Societies: • Assistant Welfare Head of Applied Science Studies Club and Orientation Leadership Training Camp.