I am a recent Accountancy and Finance graduate from the National University of Singapore, and I aim to have an exciting and fulfilling career in the private banking industry. However, I am also open to considering something new and challenging. I am currently looking for full-time opportunities, and would be excited for a chance to discuss my qualifications.
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Private Banking Summer AnalystCredit Suisse Jun 2018 - Aug 2018Singapore• 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 -
Fintech Consulting InternEy Mar 2017 - Jun 2017Singapore• 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 -
Private Wealth Management InternUob Kay Hian Pte Ltd May 2016 - Jul 2016Singapore• 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
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Financial AdvisorPrudential Assurance Company Pte Ltd Sep 2015 - Dec 2015Singapore• 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
Marcus Chua Education Details
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Cfa InstituteCfa Exam -
Accounting And Finance
Frequently Asked Questions about Marcus Chua
What is Marcus Chua's role at the current company?
Marcus Chua's current role is Fresh Graduate from National University of Singapore.
What schools did Marcus Chua attend?
Marcus Chua attended Cfa Institute, National University Of Singapore.
Not the Marcus Chua you were looking for?
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Marcus Chua
Singapore -
Marcus Chua
Banking & Finance Student At Ngee Ann Polytechnic | Aspiring Wealth Management ProfessionalSingapore -
MARCUS CHUA
Fmp®, Sfp® By Ifma Professional Credential:Registered Workplace Safety & Health Officer Registered Fire Safety Manager | Accredited Sustainability Professional (Procurement), AspSingapore -
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