Michael Wang Email & Phone Number

Singapore

Singapore

Responsible for managing equities & fixed income orders for B2C and B2B clients ranging from Family Offices, Hedge Funds, Financial Institutions (FIs), Fintechs, FA companies and advisers Key Accomplishments:- Ensuring orders' accuracy and price superiority- Achieved revenue boost QoQ by responding to clients' needs on timeInvolved in IT enhancements for the frontend web platform, backend trading engine, mobile app and CRM systems through constant work processes review and competitor analysisKey Accomplishments- Achieved increased efficiency and productivity by reducing human errors and manual workload- Generated new product functions to improve revenue- Contributed ideas to improve the overall User Experience of our productConduct webinars for B2C clients, relevant departments and advisersKey Accomplishments- Produced educational slides, articles, libraries, EDMs, commentaries and tutorial videos for marketing, internal training and broadcasting to clients- Increased interaction and a better understanding of the needs of the participants for future product enhancementsSetting up new market access to global stock exchanges and onboarding of new counterparties for fixed income tradingKey Accomplishments- Offering clients access to new markets - Added new bond trading counterparties to achieve price efficienciesLed a team and responsible for recruitment for organic growth

Singapore

Building and maintaining relationships with both established and prospective clients. Provide investment advisory services to cater for clients' needs and improve their trading profitabilityKey Accomplishments- Structured business deals in margin financing and generated higher brokerage income plus interest income for the company- Achieved annual growth in brokerage revenue from increased trading activities as clients achieved higher trading profitabilityRisk Management- Exercise discretionary risk management on client's credit limit exposure- Responsible to perform account periodic reviews, transaction monitoring, review client account opening, KYC, AML risk profile and due diligence checks.