工作经历

• Personal Wealth Executive

  United Overseas Bank

  2025.10-至今

  (1 年)

  Conducted client portfolio analysis and suitability assessments, aligning risk profiles with tailored investment strategies and asset allocation recommendations across multi-asset wealth solutions. Monitored global capital markets, macroeconomic trends, and portfolio performance metrics to identify investment opportunities, manage downside risk, and rebalance client portfolios. Drove AUM growth through proactive client acquisition, relationship management, and cross-selling of investment and structured wealth products, expanding client investment engagement. Delivered end-to-end wealth advisory and portfolio management support, improving client retention, satisfaction, and long-term investment participation through personalised financial planning.
• Growth Analyst

  Kiasu Foodies PTE LTD.

  2023.01-2024.02

  (1 年)

项目

• FITQUEST

  2024.11-2024.11

  A gamified fitness data analytics platform using VS Code and GitHub on user behaviour and activity pattern analysis, presenting insights on engagement, performance tracking, and revenue potential to judges.

教育经历

• Singapore Institute of Management, University of London (SIM-UOL)

  Bachelor in Economics and Finance

  2023.01-2025.01

  (2 年)
• Singapore Institute of Management

  Diploma in International Business

  2022.01-2023.01

  (1 年)

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