Oct 2024 – Present · 1 yr 6 mos · Singapore · Hybrid

• Laying the groundwork to better and improve the current credit markets and bring about a more inclusive eco system for all to embark on a sustainable decarbonization journey. Playing an instrumental role to liaise with stakeholders as well as kickstart pilot projects to do POC.
• Advising an 8 men team which is seated across strategic locations and harnessing the power of #AI to revolutionize the current carbon credit markets.
• Stay tuned to more exciting news and initiatives to be announced soon!

Apr 2024 – Present · 2 yrs · Singapore

• The World’s First AI Powered Wealth Manager - on a mission to revolutionize the entire wealth management journey and experience.

Jun 2023 – Apr 2024 · 10 mos · Singapore · On-site

• Built up the wealth management unit in Singapore and to work with both internal and external stakeholders to achieve success for the business. I was responsible for the business management and strategic development for the wealth management side of GTJAI. Working closely with the team in Singapore and Hong Kong, I was responsible for overseeing the coverage of select key clients, new client onboarding (KYC, AML etc) managing relationships and recruitment of client advisors. The role also included tracking execution progress versus GTJAI’s goals and strategic priorities. This included streamlining internal process flows, select project management and establishing business partners. Opened up the platform to collaborations and partnerships and scaled new heights for the business.

Oct 2021 – Jul 2022 · 9 mos · Singapore

• Was elected by my cohort to be the academic lead

Dec 2017 – Jun 2023 · 5 yrs 6 mos · Singapore

• Indosuez successfully acquire CIC and completed the acquisition in December 2017. An experienced and seasoned private banker with close to 10 years in the wealth management space. Passionate about building relationships across my clients, prospects as well as partners such as EAMs and business introducers.

Jul 2016 – Dec 2017 · 1 yr 5 mos · Singapore

• Private Banker with CIC Banque Privée- made the move to join the boutique niche private bank outfit. Developed my keenness for knowledge especially in the real estate front. Also continued to build up my connections and relationships in the multi family office space and external asset manager space.

Sep 2010 – Jun 2016 · 5 yrs 9 mos · Singapore

• Passionate about building strong relationships with my clients and prospects. Top performer for almost every quarter. Team player with ability to cross sell across multiple investment classes. Able to work with both internal and external stakeholders.

Jul 2009 – Mar 2010 · 8 mos · Singapore

• Assisted the company in its start-up phase to negotiate with Venture Capital firms such as Draper, Fisher & Jurvetson (DFJ), Richmond Management and Saudi Arabia General Investment Authority (SAGIA) ; Performed due diligence as well as wrote business plans involving financial projections as well as risks mitigation ; Identified potential areas of collaboration with certain companies such as Boeing and Lockheed Martin ; Flew to New York office regularly to meet with vital partners such as Boeing ; Played a key role in the Satellite 2010 Exhibition and Conference in Maryland such as negotiating deals with potential partners; Worked closely with IE Singapore representatives in various countries to formulate strategies; Liaised with press personnel for media purposes; played an instrumental role in the China business- and built up great connections in the Shandong and Shanghai areas.