Feb 2023 – Nov 2024 · 1 yr 9 mos · Sydney, New South Wales, Australia · On-site

Jan 2022 – Sep 2022 · 8 mos · Sydney, New South Wales, Australia

• Manage the relationship of affiliates, institutional traders and VIP clients in Oceania/APAC region.
• Outreach to KOLs, investors and asset managers. Develop new affiliate network and improve the performance of existing affiliates across multiple regions.
• Achieved 350% ROI in BD traffics which led to an increase of $6M net deposit + $90M trading volume.
• Handled real-time client enquiries and resolved issues related to products, API issues and connectivity. Up-sell & cross-sell trading products including Spot, Futures/Perps Options and Block Trading.
• Conduct daily market research + analysis including global financial markets, macro trend and competitor analysis.

Oct 2019 – Dec 2021 · 2 yrs 2 mos · Sydney, New South Wales, Australia

• Managing key client relationships for Australia's fastest-growing trading platform & investment brokerage. Specialized in FX, indices, commodities and cryptocurrency trading.
• Managing book of 3,000+ active clients that generate over $150 million per month in trading
• volumeacross FX and commodities markets.
• Support HNW clients with trading tools including technical indicators, fundamental markets analysis, price action strategy & algorithmic trading.
• Manage communication channel of key partnership such as IBs, affiliates and prop traders.

Sep 2018 – May 2019 · 8 mos · Greater Sydney Area

• Conducted risk-based assessments for over 4000 individuals portfolio. Provided guidelines for financial advice practices to meet ASIC requirements and mitigate compliance costs.
• Incorporated products and system knowledge to improve the speed and accuracy of the audit process.
• Entrusted by the project manager to present team reporting data and project status in daily scrum meetings.
• Provided mentorship to fellow business analysts on policy and system training. Chaired weekly training workshops to ensure consistent reporting quality across the team.

Jul 2018 – Oct 2019 · 1 yr 3 mos

• Conducted top-down research and analysis with a focus on the digital asset markets.
• Analyzed & published independent investment reports on early-stage VC projects.
• Delivered value-added analyses to support traders and shareholders in their investment decision-making process.
• Developed a model to track the performance of investment records and analytical products.

Jun 2017 – Nov 2017 · 5 mos · Greater Sydney Area

• Chosen as one of the top three consultants to participate in the HSBC Learn to Lend program.
• Worked closely with 10 Relationship Managers in supporting the client relationship management process which includes onboarding, portfolio maintenance and preparation of meetings.
• Leveraged product knowledge and system proficiency to provide a timely and accurate response to client requests.
• Effectively handled the mortgage variations process including loan discharge and restructuring. Ensured compliance with the HSBC Group standard throughout the entire process.

Jul 2016 – Apr 2018 · 1 yr 9 mos · Greater Sydney Area

• Maintained the banking portfolio of HNW clients. Generated over 600 new HSBC banking facilities including personal loan, credit card, mortgage, and general insurance policy.
• Awarded HSBC’s “Top Performer” and “Role Model” in 2017 for demonstrating consistent sales performance and relationship management skills. Consistently exceeded yearly targets by an average of 235% across all KPI's.
• Actively engaged with internal stakeholders to resolve critical system issues and customer complaints. Enhanced team sales activities and improve customer banking experience.
• Served as a mentor and facilitated training including systems, processes, and products to junior staff and provided a central resource point in dealing with complex client relationship issues.

Jan 2015 – Apr 2016 · 1 yr 3 mos · 10 Spring Street, Sydney NSW 2000

• Implemented over 170 investment advice including geared equities investment, index warrants, margin loans, superannuation, and other risk products.
• Prepared materials for advice presentations and client reviews including portfolio valuation, risk questionnaire, investment and insurance applications.
• Handled ad-hoc client affairs including right issue, corporate action and proxy voting.
• Conducted stress-testing on investment portfolios against new asset allocations. Performed quarterly rebalance of investment portfolios with a total value of over $300 million.

Oct 2013 – Apr 2014 · 6 mos · Sydney Area, australia