CALVIN THNG
Consultant, HNW Community Builder
Singapore
Summary
Remisier and Portfolio Manager with 8+ years' experience in stockbroking and equity capital
market (ECM). Managed more than 5000 accounts from asset management firms, listed
companies, equity funds, HNWs and retail clients.
Build a network of buy and sell sides clientele across Southeast Asia and North Asia with
combined AUM of over 500 million USD.
Private equity deals and successful start-ups funds raising amounting to 5 million SGD.
Overview
14
14
years of professional experience
8
8
years of post-secondary education
Work History
Principal Consultant
MavenGlobal
Singapore, Singapore
06.2021 - Current
- Co-founded and advise a private membership and lifestyle collaborative platform - Maven
- The private club has 400 plus members, connecting listed companies, SME business owners, entrepreneurs and funders (private equity, debt, loan financing institutions, funds and family offices)
- Website: www.maven-intl.com
SENIOR PARTNER
CGS_CIMB SECURITIES
07.2018 - 12.2020
- Client Advisory Led acquisition of HNW clients across emerging markets in Southeast Asia and North Asia
- Managed over 20 clients with combined AUM of 200 million USD
- Established and improved relationships with key ultra high net worth clients
- Understand clients' individual needs and tailor product recommendations of investment instruments to grow wealth and achieve financial freedom
- Served as client adviser and recommend different traditional and alternative investment instruments to maximise portfolio returns according to client financial status and requirements
- These include company acquisitions, commercial projects, bonds, securities, and property investments
- Acquired UHNW clients by organising and curating lifestyle networking events across Southeast
- Asia
- Significant Achievements Expanded HNW clientele base by 25% and increased AUM of existing portfolio by 30%
- Achieved equities and bonds sales turnover target of 200 million SGD within first year of joining
- CGS-CIMB Securities within Singapore, US and Hong Kong markets.
PORTFOLIO MANAGER
Maybank Kim Eng Securities
05.2015 - 07.2018
- Managed total of 600 plus accounts and HNW Singapore-based clients
- Responsible for understanding clients' financial planning needs and developing personalised portfolios based on their risk appetites
- Liaised closely and actively with team of analysts to identify market trends
- Conceptualised and proposed alternative investment approaches
- Handled customer accounts servicing, including customer concerns and complaint resolutions
- Provided personal financial care to clients to strengthen long-term relationships.
OPERATIONS AND TRAINING OFFICER
Singapore Armed Forces
01.2009 - 05.2015
- Trained officer cadets and curated training syllabus in Officer Cadet School (OCS)
- Commanded and led a company in an Armoured Battalion (42 SAR)
- Handled and coordinated training, national events and operational demands in an Armoured
- Brigade (4 SAB)
Education
Bachelor of Business Management - Operations Management
Singapore Management University
01.2005 - 01.2009
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Hwa Chong Junior College
01.2001 - 01.2002
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The Chinese High School
01.1997 - 01.2000
Skills
Sales Fund Raising Portfolio Management Investors Relation and Networking Dealsundefined
Additional Information
- AWARDS , Academic Training Award (ATA), Singapore Armed Forces
Timeline
Principal Consultant
MavenGlobal
06.2021 - Current
SENIOR PARTNER
CGS_CIMB SECURITIES
07.2018 - 12.2020
PORTFOLIO MANAGER
Maybank Kim Eng Securities
05.2015 - 07.2018
OPERATIONS AND TRAINING OFFICER
Singapore Armed Forces
01.2009 - 05.2015
Bachelor of Business Management - Operations Management
Singapore Management University
01.2005 - 01.2009
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Hwa Chong Junior College
01.2001 - 01.2002
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The Chinese High School
01.1997 - 01.2000
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