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Established in 1991, AIMS Financial Group (AIMS) is a diversified financial services and investment group(AUM over A$3 Billion), active in the areas of mortgage lending, securitization, investment banking, funds management(SGX listed REITs).AIMS is headquartered in Sydney with offices in Singapore and Shanghai.

• Financial Modelling for Regulatory Compliance: Used financial models to analyze various data sets, including banking product margins and balances, to support business plan submissions to APRA. This analysis helped align product strategies with regulatory expectations and informed key decision-making.• Market Research and Product Innovation: o Conducted in-depth market research within fintech and payments, identifying emerging trends and investment opportunities. o Initiated and managed the development of a cross-border payment solution integrated with Alipay, enabling Australian-Chinese users to pay BPay bills in CNY. o This solution addressed a major market pain point, becoming a core business unit and significantly improving customer satisfaction and revenue.• Investment Facilitation and Strategic Insights: o Acted as a liaison during investment meetings with Chinese private equity firms, securing crucial investment for banking initiatives. o Collaborated with the CEO to analyze industry data, providing strategic insights that shaped remittance product design and market positioning.• Product Development and Stakeholder Engagement: o Contributed to the design of banking products like a multi-currency wallet tailored for migrant communities, enhancing product differentiation and competitiveness. o Built relationships with financial institutions and technology providers, expanding service offerings through successful integrations such as point-of-sale (PoS) systems and banking portals.

• Financial Product Research and Analysis: Conducted in-depth research on a wide range of financial products, analysing market trends to support the development of tailored investment strategies for high-net-worth clients.• Portfolio Management Support: Assisted in managing client portfolios by providing detailed reports and insights, enabling informed decision-making. This involved continuous performance tracking and suggesting asset allocation changes based on market conditions.