Private Bank

Responsible for advising clients on the investment strategies and products, generating revenue and performance for and from clients’ portfolios that are tagged, providing direct access. Facilitate growth of assets within the segment and shift of assets within the HSBC PB platform. Instrumental in the activation of idle/non-active accounts and recommendation of all HSBC offerings and services to clients.

Hong Kong Market, Singapore

Indonesian, Singapore, Greater China North Asia markets

Responsible for generating revenue with Client Advisors’ clients of HNWM Indonesia segment. Also help to facilitate the growth of assets within the segment and shift of assets within the UBS platform. Instrumental in the activation of idle/non-active accounts and recommendation of all UBS offerings and services to clients. Key client activities include jointly working with the Client Advisors and their clients on the creation of innovative investment solutions, account reviews and client… Show more Responsible for generating revenue with Client Advisors’ clients of HNWM Indonesia segment. Also help to facilitate the growth of assets within the segment and shift of assets within the UBS platform. Instrumental in the activation of idle/non-active accounts and recommendation of all UBS offerings and services to clients. Key client activities include jointly working with the Client Advisors and their clients on the creation of innovative investment solutions, account reviews and client presentations, which includes discretionary solutions, insurance, banking products and services and many more. Area of market activities includes Indonesia and Taiwan. Show less

Responsible for developing the discretionary business within Private Bank in Asia, particularly to Indonesia, Singapore and Taiwan Market, which are 3 of the largest markets group for the Private Bank APAC. This includes jointly working with the Private Bank and their clients on the creation of innovative investment solutions, account reviews and client presentations.

Reporting to the Pacific Rim Chief Investment Officer, responsible for providing Investment advise to Taiwan and Southeast Asia market teams. This includes portfolio construction with the use of various investment instruments, creation of investment proposals, account reviews and rebalancing, product assessment and client presentations.

Main contact for FundQuest and Fauchier Partners for product due diligence in Asia for BNP Paribas. Responsible to advocate and grow the investment funds business (includes mutual funds, hedge funds and private equities). Also to function as the gatekeeper of investment funds and provided investment advise to Asia Pacific region and onshore Taiwan Business.