• Faciliation of fixed income OTC bonds via Global Bond Service (primary issuance and secondary market) for NAB Private Wealth• Lead in conducting book build for NAB originated OTC bond deals for NAB Private Wealth• Develop governance framework for the Global Bond Service. Enhance and daily management of APL to increase product scope and capture client demand• Third party vendor relationship management and projects (service enhancement, middle office, custody)• Transition and migration projects from Citi to NAB• Product rationalisation • Secretary for the Investor Commitment Group

• Develop and implement investment products (fixed income & structure products linked to equities, indices, managed funds) for distribution to wholesale investors while working closely with distribution network directly to understand clients’ needs• Create and review materials for client distribution, internal product strategy playbooks and market updates, disclosure documents and financial services guide• Active monitoring of existing investment portfolios and identify potential exit or take profit opportunities. • Provide technical coaching for new product offerings to sales network and onboarding new relationship managers and product managers to understand Citibank’s investment products and procedures• Engage and build active relationship with external business partners (investment issuers) to identify suitable product strategy, pricing and conduct due diligence to ensure quality of investments• Working closely with internal stakeholders including compliance, legal and senior management team• Achievements: Proactively developed a portfolio monitoring system to ensure timely exit opportunities are presented to distribution team, significantly increased number of bespoke investment mandates YoY & lead the product development of six new structure product payoffs. Awarded with “Citi Gratitude Gold Award” from Head of Consumer Bank in 2020. Awarded at Retail Bank Town Hall 2021 for strong performance.

• Proactively managing a portfolio of 130 wholesale investors (criteria: 2.5 million in net asset or $250,000 gross income over 2 financial years) in the Citigold segment - building strong engaging relationships and maintaining strong compliance standard • Present investment opportunities and educating clients on Citi’s wealth management proposition to drive sales revenue in particular structured products, direct bonds and treasury products (FX)• Ensure current and prospective Citigold clients have a superior experience through my outstanding and consistent service

• Supporting two senior relationship managers with portfolio management of high net wealth clients, improving customer satisfaction, engagement and NPS score• Developed experience in SMSF and trust accounts, monthly due diligence reviews and investment documentation• Managing unassigned Citigold portfolio, proactively referring potential investment opportunities for bonds, structured products and foreign exchange deals• Achievement: Awarded with “Sales & Distribution Award 2016” in recognition for strong performance within the operations team

• Enhanced experience in back of house operation including internal system, account processing, second level checker, liaising with various teams to ensure tasks have been completed within deadline• Managing unassigned Citigold portfolio for Park Street and Castle Hill branches to discuss term deposits, exploring potential investment opportunities, relationship building and management• Achievement: Awarded with “Service Award 2016” for being a strong contributor and managing extra responsibilities in the operations team

• Gained experience in retail banking environment, customer service, cross sell and up selling skills and how to deliver a ‘remarkable’ banking experience• Providing general advice to help customers find suitable banking solutions such as deposit accounts, credit cards, loans & insurance • Prospecting customers for investment and mortgage referrals• Achievement: One of two winners in nationwide personal lending competition

• Gained experience in data mining and financial report analysis by consolidating sales and service data from all countries of operation in Asia Pacific • Demonstrated teamwork with the regional finance team for the month end closing process