In this role, I led the creation and upgrade of the family office's financial data system. I seamlessly integrated a sophisticated, outsourced wealth management analytics solution, focusing on data accuracy and efficient reporting.

My primary focus was equity research and investment portfolio management using quantitative methods, specifically for small-cap companies in the United States and Canada. Additionally, I assist the team in valuing PE assets and supporting the investment process.

Strategically addressed the financial needs of high-net-worth individuals (HNWIs), crafting tailored financial plans to meet their unique requirements.Successfully expanded the client base and increased Assets Under Management (AUM) through targeted client acquisition strategies and effective portfolio management.Collaborated closely with various bank departments, particularly the International Wealth Management Group and Corporate Bank, to align job responsibilities with the bank's overarching goals, facilitating a cohesive and integrated approach to wealth management and corporate banking services.