Barbara Gonzales

• Partner with a network of private banks and trustees enabling access to HNW offshore insurance that integrates into wealth planning solutions of HNW clients in the region
• Drive the company's growth and foster robust alliances, involving a diverse array of responsibilities aimed at expanding the network, introducing partners and nurturing existing relationships
• Cultivate industry connections to uncover new market opportunities and gather valuable insights, monitor ongoing initiatives, promoting transparency and accountability within the partnership ecosystem
• Serve as a vital conduit to Grandtag's consultants, efficiently leading further exploration
• Epitomise Grandtag's proactive, relationship-oriented approach, underscoring the company's commitment to excellence in legacy planning and multi-generational wealth transfer
• Marketing: Build a strong online presence through social media engagement, converting engagement into in-person connections, and developing innovative marketing strategies that establishes the company as a trusted leader in offshore legacy planning and wealth management

• Key focus areas: Wealth Accumulation and Protection
• Guide clients through the complexities of the financial terrain with knowledge, providing the empowerment needed to shape a future in harmony with their goals and aspirations
• Advise clients in accordance with the Monetary Authority of Singapore (MAS) on Income Protection, Wealth Accumulation & Savings, Education, Accident & Critical Illness, Retirement, Estate & Legacy Planning, Enterprise Business Solutions
• Provide complementary solutions and auxiliary services include family office and tax advisory

Company Overview: An invitation-only digital lifestyle programme that empowers individuals who value time to live more, do more and be more while acknowledging the efficiency of AI and digital tools, it emphasises the importance of human interaction in catering to high-value clients personalized communication and a dedicated focus on individual needs create a stronger sense of connection and loyalty, ultimately leading to increased client satisfaction and retention. This approach goes beyond transactional interactions and cultivate deeper, more meaningful relationships with their most valuable customers

• Head of Department for Membership Service, supporting member acquisition and corporate partnerships in luxury travel, bespoke wellness, unique dining, and curated shopping
• Manage a team of Relationship Managers and Membership Service Specialists, guiding them in the execution of customer efficiencies focused on training, customer development, and problem-solving
• Ownership of both Membership Service and Member Engagement, providing a solid operational foundation for business continuity and sustainability, responsible for service and operations compliance-related aspects
• Guide strategic and operational decisions in improving user journeys on the digital platform by representing Voice of Customer, providing analytics and actionable insights in working closely with other departments
• Plan and execute CRM strategies with a strong focus on engagement, retention and loyalty; translating CRM and personalization strategies into inspiring and actionable marketing plans
• Responsible for the continuous enhancement of the CRM system to ensure comprehensive data management and accurate segmentation, resulting in deep customer insights and meaningful member engagement
• Drive a continuously improving member engagement plan, ensuring alignment with eCommerce and Partnership departments whilst delivering a member-first offering on all key marketing initiatives and member engagement
• In close partnership with Global Product Development team and eCommerce team, highlight voice of customer (VOC) to seek collaborations, leverage exclusive membership offerings, adopt and adapt to best meet both member’s and market needs
• Temporarily in-charge of the eCommerce side of the business for 1.5 years, importing various items from luxury goods to fresh produce from Toyosu Market Japan (Sugar CRM and Magento) on a pre-order basis, set-up the SOPs on repacking and local distribution, as well as create a food recall process

• Supervise membership operations and member relationship management
• Work closely with other managers and relevant business units to develop workflow for new programs & campaigns, and improve existing SOPs
• Champion compliance with Anti-Money Laundering regulations and monitor member’s transactions to detect and prevent money laundering activities
• Achieved a total of 4 Gold Star Awards for Service Excellence amidst practicing due diligence in ensuring strict compliance with SOPs and Casino Regulatory Authority (CRA) requirements
• Resolve and monitor key operational issues for Systems, Campaigns, SOP & Audit
• Conduct full inventory management for Point-Of-Sale (POS) items for member rewards

• Direct and supervise all aspects of client conferences, corporate events, and other special gatherings
• Function as both the Project Manager and Account/Financial Manager for the events handled, being solely responsible for creating and following timelines and budgets
• Manage and maintain all client and vendor relations, and actively look out for business development opportunities in Singapore and around the region
• Represented the company in International Trade Shows such as the Asia-Pacific Incentives & Meetings Expo (AIME) in Melbourne, Australia, and the Gulf Incentives, Business Travel and Meetings Exhibition (GIBTM) in Abu Dhabi, UAE
• Clients include Siemens, Subaru, Wincor Nixdorf, Mercedes Benz, Westin Group

• Manage a portfolio of corporate donors for global partnership with Habitat for Humanity International (HFHI), identifying growth areas existing and new donor companies
• Grow the HFHI’s fund base locally and regionally through new donor acquisition and developing existing corporate donor relationships, and implement existing area-wide resource development plans
• Work with HFHI’s Global Resource Development staff to market donor opportunities to global ethnic communities in support of Area programs
• Market specific Habitat programs, activities and special events to relevant audiences

• Nurture and fortify the Foundation’s relationships with several key accounts such as 3M, Citibank, IBM Singapore Pte Ltd, Creative Technology, MobileOne Asia
• Assist different companies and organizations in creating and implementing different programs on staff welfare and employee wellness through various health workshops, health talks, and other company activities

• Reporting directly to the Senior Vice President for Operations, assisting in the full spectrum of operational activities and processes in the company
• Facilitate weekly performance reviews of Team Captains, tracking and monitoring of all metrics and service levels across all of the call centre’s inbound and outbound accounts
• Supervise the company’s team of Administrative Assistants in providing24 hours a day/7days a week full support in the development and implementation of all operational activities
• Participate in all management meetings and executive staff meetings

• Manage and supervise strong, logical and thorough advertising programs for clients across industries, ensuring business needs of clients are always realized
• Prepares, sells and reports each business account assigned on every sales canvass
• Acquire new accounts to increase the company’s revenue base
• Achieved second highest new business acquisition for January2002

• Manage an annual revenue of directory advertising amounting to more than Php1,000,000
• Top Division1 Female Sales Executive for sales period7 (300.65%), sales period10 (243.70%), sales period15 (235.09%), and sales period21 (201.07%)
• Able to finish2 weeks ahead of the first grid deadline with a standing of169.75%YTD &300.65% for sales period7
• Top Female Account Executive for the2001 South Luzon Regional Telephone Directory with a standing of300%YTD

• Handles bulk of work required for executing all marketing research projects
• Assists senior analyst in preparing questionnaires, pre-tests them and makes preliminary analyses of results
• Conducts personal interviews; does the editing and coding of questionnaires, data gathering results and statistical calculations
• Work with General Manager in developing business organization for Hunter Consulting, Inc
• And act as Office Manager