Next Horizon has been acquired by Infitecs since 2014.My primary role is to lead and manage the company's Research and Analytics service line by overseeing 4 research projects: Financial Research, Medical Research, Energy Research and Market Research.* Lead the project pricing increase negotiation with clients and successfully achieved the targets.* Monitor the project team P&L and ensure the monthly target is achieved.* Develop and maintain good client relationship by delivering good quality work on time, offering solutions when there are problems and addressing client's concerns and inquiries with no delay.* Perform various tasks like pre-sales preparation and risk assessment, company strategic planning and business development.

Next Horizon has been acquired by Infitecs since 2014.My main responsibility was to build and run various research project teams by building up good client relationship and performing internal management.* Built up the project teams at the start-up stage by doing on-site transitions, recruiting and training new team members, creating the standardized work flow, composing SOPs and setting up the KPIs.* Maintained and grew project teams by adding additional scope of services to existing accounts.* Increased the team's productivity and project delivery accuracy rate by providing in-depth on-the-job training, hosting group knowledge sharing and smoothing the staff attrition rate.

Blackmont Capital is the Macquarie Private Wealth department, owned by the Macquarie Group Limited, a global provider of banking, financial, advisory, investment and funds management services. My role was to establish and maintain long-term business relationship with both institutional and individual clients by managing existing investment portfolios and developing new business.* Developed long-term relationship with clients by preparing investment strategies to help them achieve their financial goals, offering advice and information on various investments to guide them in managing their portfolios.* Monitored client's investment portfolios and ensured that investment transactions were carried out according to industry regulations.* Carried out investment orders by buying and selling stocks, bonds, treasury bills, mutual funds and other securities for individual investors, and companies such as banks and trust companies.* Followed up on client's trades to ensure the proper settlement and delivery, informing appropriate departments to take actions.