Marcus Chua Email & Phone Number

Singapore

• Supported Singapore market teams on several projects such as Source of Wealth remediation, account transfer, and account service fee implementation, which cleared months of backlog in a few weeks
• Prepared financial analysis for market and team meetings, which contributed to greater financial performance and compliance management of the Singapore market
• Provided effective recommendations on training and development to the PB APAC Head of Talent Development, such that they were escalated to IWM Europe Head of Strategic Planning, and PB SEA COO

Singapore

• Pioneered EY’s Southeast Asian Fintech business by creating proprietary Fintech solutions and sourcing for potential clients, which started the revenue stream for EY’s APAC Fintech business
• Successfully served large clients for Fintech advisory, the largest of which brought in revenue of $500,000
• Planned, organized, attended, and networked during major Fintech events such as the Singapore Fintech Festival Investor Summit, which created a database of 1,000 Fintech start-ups and 500 investors
• Constructed and managed EY ASEAN’s first Fintech resource base, increasing efficiency in advisory projects

Singapore

• Supported the chief strategist and relationship managers with investment research, ensuring profitable investments
• Published an array of investment analysis to clients, which increased clients’ interest in the company’s wealth management services, and established the company’s investment expertise in the market
• Explored the possibility of incorporating robo-advisory services for the company, which provided the foundation for future partnerships with financial technology companies

Singapore

• Conducted presentations for prospective clients, which increased customer knowledge of products, and increased the number of product sales per month to working adults
• Experimented with ways to acquire key clients during training sessions, which developed company resource base for training and development, and helped other financial advisors to improve sales techniques

Cfa Exam

Passed Level I Exam and pursuing Level II Exam in June 2019

Bachelor Of Business Administration (Bba), Accounting And Finance

Activities and Societies: Tennis