Manager, Advisory:• Sourcing and maintaining long-term relationships with business partners and direct clients across all industries in Southeast Asia, New Zealand, and Australia for transaction activities.• Conducting industry research, building financial models, reaching valuation conclusions for fund raising, M&A, or exit.• Managing due diligence assessments: Intangible assets, commercialization growth strategies, business valuations, probability weighted scenarios, composite… Show more Manager, Advisory:• Sourcing and maintaining long-term relationships with business partners and direct clients across all industries in Southeast Asia, New Zealand, and Australia for transaction activities.• Conducting industry research, building financial models, reaching valuation conclusions for fund raising, M&A, or exit.• Managing due diligence assessments: Intangible assets, commercialization growth strategies, business valuations, probability weighted scenarios, composite WACC, comps, and more. Show less

Analyst:• Construct and balance portfolios of S$1bn AUM in total from core/satellite and bespoke products mix.• Perform due diligence analyses of existing and new investment asset classes.Advisor:• Provide advice on clients' funds allocations for their requirements and investment journeys.

• Active acquisition and prospecting of new priority banking onshore clients.• Adhered to clients’ wealth management needs and cultivated their relationships through professional consultative analyses.• Provided market updates regularly and single contact point customer services.

• Provided in-depth credit and fundamental analyses including assessments and valuations of multiple asset classes(e.g. equities, bonds, derivatives, structured products, properties etc) as potential collateral.• Analysed regional market and corporate activities (e.g. privatization, takeover, rights issue, IPO etc).• Prepared legal documentations and ensured maximum compliance for activation of credit facilities.

Product Development:• Supported new creations and variations of investment products (e.g. Private Bank New Product Approval Policy).• Maintained system enhancements and provided specialist input on investment products to Compliance, Legal, Credit, Finance, Operation, Technology, Business Management Support, Operation Risk, Market Risk, and Sales.• Developed proprietary product documentations (e.g. trade termsheets, relationship manager marketing materials etc).Training:•… Show more Product Development:• Supported new creations and variations of investment products (e.g. Private Bank New Product Approval Policy).• Maintained system enhancements and provided specialist input on investment products to Compliance, Legal, Credit, Finance, Operation, Technology, Business Management Support, Operation Risk, Market Risk, and Sales.• Developed proprietary product documentations (e.g. trade termsheets, relationship manager marketing materials etc).Training:• Developed and staff learning roadmaps via internal and external classroom trainings and e-learning.• Administered Client Advisor Competency Standards (CACS) CPD hours requirement through variety of training activities. Show less

• Planned offshore business expansion projects – Indonesia, Taiwan, China, and NRI markets.• Assisted offshore fund remittance legal contracts, AUM pledging, clients onboarding and re-grading journeys, holistic banking ecosystem, global wealth research, acquisition marketing, institutional banking business, and budget and results tracking.• Worked on pioneer derivatives projects with private banking FX team.

• Marketed real estates and properties achieved sales target – subsequently promoted twice in 2016.• Utilized strong negotiation skills in marketing processes and identified interests and needs to achieve optimal results.• Analysed records of client relationships and improved investment life cycles.• Part of top division in Huttons – Ken Low Group.