Jonathan Lai Email & Phone Number

Singapore

Singapore

Responsible for the Global Equities Business (Retail and Private Bank)Chief Product Owner of the Digital Equities roadmap, launching the Online Equities platform across new markets and continuously reviewing opportunities to converge existing digital strategies to maximise operational and cost efficiencies• Manage the global investment budgets and business strategies• Manage the revenue, product governance, broker relations for the Global Equities business• Leading one of the largest wealth projects to replace the existing Online Equities platform in Hong Kong

Singapore

• Launched the new Online Equities Trading Platform in Singapore and UAE• Manage the end to end Singapore Equities Business, from account opening to managing of client transactions, RM and staff trainings.• Developed and integrated the Online Corporate Action platform to improve client experience and operational efficiency• Involved in various digitization strategies such as launching electronic contract notes and monthly statements in Singapore.

Singapore

Product ManagerLaunched Contract for Difference (CFD) as a new product for the company and achieved great results in the first year of launch• Constantly developing more underlying asset classes to increase the suite of products available for trading• Established market presence for the product through promotions and aggressive marketing campaigns • The CFD business today has contributed 50% of the company’s net interest income Business Development Manager exploring new business opportunities for the company• Managed a handful of High Net Worth clients who had specific trading requirements in foreign markets• Developed the CFD B2B business and white labelled for our trading partners and foreign institutions

Equities dealer • Focused on serving High Net Worth clients and foreign institutions with unique trade requirements• Managed 600 active retail clients, assisting them with trading requirements and providing advice on their investmentsBusiness Development Manager• Constantly enhancing value proposition by understanding client needs, trading habits and platform usage• Increased market share of OCBC Securities through marketing campaigns and promotions

Wealth Manager• Assist clients in diversifying their investment portfolio via a suite of Wealth Management products such as structured deposits, unit trusts and insurance• Top “New Hire” in the Central District in November & December 2009, with total sales exceeding SGD $1 million per month

Bachelor Of Science (Bsc), Banking And Finance

Activities and Societies: Soccer Team, Outdoor Adventure Club

A Levels, Science

Activities and Societies: Soccer, Hockey, Table Tennis

High School

Activities and Societies: Cross Country Team, Track and Field