Tim Ng Email & Phone Number

Toronto, Ontario, Ca

Toronto, Ontario, Ca

Responsibilities:1. Coverage of all bank relationships for Manulife across the Asia-Pacific region by working with the financial institutions group teams and gatekeepers to build strong, mutually-beneficially partnerships.2. Work with the Business Development Head to engage GMs/CEOs and MAM Investment Offices to develop a regional strategy to expand Manulife’s third party distribution. As required support the strategic planning process in each country3. Develop presentations/documentation which communicate strategic plans and activity to a range of stakeholders including Manulife’s Wealth Management Asia Board, GMs/CEOs, staff and distributors.4. Build strong working relationships within key distribution partnerships and ensure Manulife provides ‘best in class’ service, demonstrating initiative and understanding of the business issues for mutually beneficial results.5. Build strong working relationships with colleagues in country and in complementary regional functions to identify and develop new business opportunities, maximize existing ones and work with local teams to strengthen capability (as required). 6. Work with regional distributors, implement activity schedules across Asia positioning Manulife as a core provider of wealth management solutions. Requires close collaboration with country teams in delivering programs focused on maximizing regional opportunities.7. Leverage best practice from different countries across the region. 8. Coordinate the ongoing development of MIS aligned to Manulife’s strategic plans improving the effectiveness of the WM team in achieving business targets. 9. Provide insight into the market including competitor activity, new opportunities, product development and other issues impacting third party distribution in Asia. Facilitate the inclusion of relevant information into the business process to provide a benefit for Manulife.

Responsibilities include:1. Expansion of alternative distribution - building strategic proposals, as well as, working on RFP’s, RFI’s and DDQ’s to expand distribution for Manulife in HK and parts of Asia other than the traditional Agency force. Working closely with other areas including finance, product development, operations and marketing to pull together strategic proposals to present to potential business partners.2. Product Development – working with product development, marketing, operations and 3rd providers to develop new and innovative products that enhance Manulife’s ability to expand into alternative distribution channels.3. Expansion of new business partnerships – looking to secure business partnerships with 3rd party asset managers, insurance companies, banks to enhance Manulife’s ability to provide the industry’s premier products and services.Accomplishments The key driver of the RFP proposal for a bancassurance partnership with CITIC Bank International. Responsible for the proposal and strategized with senior management to maximize the likelihood of a successful bid. Won the primary bancassurance partnership in June 2011.

Head of the sales and marketing efforts for the Derivatives Products Group (DPG) across Canada. Introducing HSBC’s global derivative capabilities to such clientele as third party distributors and advisors, asset management firms, banks and insurance companies. Working closely with HSBC Bank Canada, HSBC Private Bank, HSBC Securities to provide them with greater knowledge and access to the group’s resources. Part of the product development committee for HSBC Bank in Canada.Accomplishments:• Achieved the group’s PNL targets in the first 8 months• Increased penetration within various groups at HSBC by 170% in the first year• Established relationships with other financial institutions to take advantage of HSBC’s structuring expertise• Established website, manuals and guides for DPG

Saxon Financial Inc. (currently part of Mackenzie Financial Corp) 2005-2006Vice-PresidentResponsibilities included helping expand and build into third party distribution for Canada by working with clientele head office contacts to obtain access to their distribution networks. Introducing the firm’s capabilities to key advisor networks across Canada. Helping with corporate branding, marketing strategy and product development.Accomplishments:• Responsible for helping in the successful launch of the first structured note in the firm’s history. Roles included product development, sales and marketing strategy and sales• Established distribution agreements with new third party channels• Established and trained an internal sales team to support the expansion into third party distribution• Help implement a CRM system for the sales group

A senior sales executive that was responsible for managing a territory with a 1 billion dollar asset base in Canada. Established and managed key relationships at a national account level.AccomplishmentsIncreased sales by 55% yoy in the first full yearEarned the 'Best New Initiative' Award in 2002 for the sales groupOn committees for product development, head office and national account initiativesHelp train and mentor new members to the sales group

Responsible for managing a key territory with a 1 billion dollar asset base. Working closely with third party advisors in increasing sales for key product offerings.