Joy Chua, Tep Email & Phone Number

Singapore

Singapore

* Lead development of AlAS' comprehensive HNW proposition, achieving the distribution activation, VoNB and strategic targets.* Support all distribution channels (Tied Distribution/Agency, Partnership, International Wealth), by implementing innovative wealth propositions that encompass tax-efficient strategies, trust arrangements, and estate planning to maximize clients’ financial legacies.* Collaborate with legal and tax professionals to provide clients with holistic solutions that address their insurance needs while optimizing tax implications and wealth transfer complexities.* Develop and provide related training, sharing sessions and communication materials to upskill sales teams.* Provide thought leadership and insights to future HNW proposition development and support related projects.* Contribute mindshare towards strategy and incentive programs to reward and motivate high performing sales people.

Singapore

Singapore

Responsible for assisting high net worth clients in Asia with complex inter-generation and cross-border planning issues. Experienced in offshore trust structuring, multi-jurisdictional tax planning and asset succession strategies.Works closely with Private Wealth Advisors to service relationships with existing clients by identifying gaps at certain life stages. Facilitate prospecting efforts by proactively identifying new opportunities with regulatory changes and immigration trends.

Hong Kong

Goldman Sachs Family Office builds, develops and manages relationships with ultra high net worth individuals, their families, family offices and foundations. We assist clients with building and preserving their financial assets by creating and implementing long-term wealth planning solutions.- Serves as a technical, marketing and developmental expert and resource on matters of trust, estate and wealth planning for Asia's Private Wealth Management (PWM) business - Enhance the value proposition of the PWM business by helping private clients understand, navigate and position themselves in relation to estate planning, immigration, asset protection, insurance, family governance and philanthropic aspects of wealth- Currently updated in tax/trust knowledge and other new developments in the region such as FATCA and CRS - Member of pioneering team to launch UHNW Insurance Referral Business and Network Service Platform (i.e. white-gloved conceiege services) to PWM Asia- Involvement in departmental projects to provide clients with integrated wealth planning solutions such as, the Wealth and Estate Analysis Report (Lifebook) initiative- Preparation of presentation material for internal educational seminars to PWM teams- Member of focus group for Finance Asia Global Best Private Bank 2018 pitch. PWM clinched top place.

Hong Kong

Assumed all rounded trust management and support functions in servicing of a portfolio of client relationships. Facilitated and coordinated with different function units within HSBC Private Bank, other HSBC units, service providers and professional advisors (lawyers, tax accountants, asset managers, etc) to meet clients' ever changing needs. Assisted in the review of trust structures and assets for intergenerational and cross border family planning.Ensured trust structures are administered in accordance with the parameters set down in individual trust and company instruments and the laws or regulations in various jurisdictions.

Hong Kong

Provided quality and efficient support to Trust Relationship Managers servicing China, Hong Kong and Taiwan markets including ongoing documentation, business reviews and ad hoc projects in all related areas. Specialising in Discretionary Settlement and Settlor-directed Trust setups, probate, immigration and other Private Wealth Solutions / Private Banking products.Participated actively in front-end User Acceptance Tests for Hong Kong and Cayman Islands, Global Private Solutions platform synchronisation for on-track target completion in Q2 2017.

Singapore

Assisted Team Head in the retention, development and portfolio growth of high net worth client relationships. Developed knowledge on property and tax intricacies relating to legacy planning for the wealthy in global markets with specific exposures to Indonesia, United Kingdom and United States-domiciled clients.Participated actively in front-end User Acceptance Tests for Singapore's integration into new Global Private Wealth Solutions platform for go-live September 2014.

Singapore

Country lead for Hong Kong and London branches, responsible for group-wide Enterprise Performance Management month-end reporting. Funds Transfer Pricing (FTP) in-charge for South Asia countries, managing configurations to meet each country’s charge/credit requirements while remaining in line with the group's standards and policies.Involved in the launch of iQuotes (straight-through Yield Curve Rate processing system) and maintenance of the bank’s Data Framework platform with aim of streamlining procedures and minimising manual workarounds.

Pudongxin District, Shanghai, China

Achieved grade A upon successful completion of Singapore Polytechnic Industrial Training Programme.Liaised with overseas office for end-of-day Profit and Loss positions for reconciliation of FX and non-FX (commodities and equities) products, launched investigations into front-end general ledger entries to resolve outage between accounts. Ensuring all documents meet regulatory capital reporting requirements.

Bachelor Of Commerce (Bcom), Finance, General

Diploma In Banking And Finance, Banking And Financial Support Services

Activities and Societies: Vice President, Student Entrepreneurs Club