Market Coverage: Philippines / Thailand / Malaysia

• Responsible for covering HNW and UHNW clients based predominantly in Singapore with a regional focus on International markets (Europe, Australia, DIFC)• Develop core multi-asset portfolios with tactical solutions (equities, fixed income, structured products, FX options, hedge funds, private equity) that are unique to each client’s needs• Advisory-led client engagement resulting in strong sales track record and enhanced client relationships

• Performed competitive analysis and positioning of J.P. Morgan Funds which were used for fund pitches to key regional product gatekeepers and consideration for fund onboarding• Created dashboards outlining prevailing opportunities across key regional clients which were leveraged across sales teams to drive product pitches in a targeted and effective manner• Developed a good understanding of the Asia Funds business, industry and market trends through rotations across the APAC CEO Business Management and Product Strategy teams

• Supported senior bankers and investors in managing relationships and driving sales• Conversant with diverse investment solutions (Equity, Fixed Income, Structured Products, Mutual Funds, Hedge Funds, Private Equity) and extensive client-facing experience in presenting investment proposals and portfolio reviews• Spearheaded various J.P. Morgan campus recruitment initiatives to attract and identify top talents for the Asset Management program

Global Investment Management

Portfolio construction, equity research, stock recommendations and improved marketing materials

Collaborated with senior management of SMEs to develop business reports

Processed deposits, loans and FX instructions