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Results-driven Financial Advisor with extensive experience in developing tailored financial plans and investment strategies that effectively enhance wealth management. Proven expertise in client relationship building, needs assessment, and portfolio management to optimise asset growth while mitigating risk. Established a track record of fostering trust with clients, leading to sustained engagement and the successful achievement of financial objectives. Dedicated to continuous professional development and staying informed on market trends to deliver strategic and informed financial advice.

Seasoned Financial and Investment Analyst with expertise in financial market research, portfolio management, and financial modeling. Demonstrated success in identifying market trends and conducting risk assessments to develop strategic investment recommendations that drive growth. Proven track record of optimizing portfolios and enhancing decision-making processes through in-depth analyses, contributing to effective financial strategies and positive investment outcomes. Highly productive and efficient, specializing in critical thinking, analytical problem-solving, and effective communication within complex investment environments.

Experienced investment portfolio manager with a proven track record in drafting, negotiating, and maintaining complex trading agreements with external counterparties and investment managers. Skilled in ensuring global compliance with regulatory mandates, staying abreast of evolving regulations, and implementing robust data governance practices to safeguard the accuracy, security, and compliance of investment data. Proficient in developing and implementing regulatory frameworks, as well as amending legal agreements and credit support annexes to ensure compliance. With over 7 years of experience in managing vendor relationships, mitigating investment risks, and optimizing portfolio performance, I have a strong focus on data management and governance, ensuring reliable and secure tracking for performance, decision-making, and compliance. Known for exceptional organizational skills, a keen eye for detail, and the ability to manage multiple projects simultaneously while fostering cross-functional collaboration and supporting senior leadership.

Accomplished Senior Investment Manager with a proven track record at Square Yards, adept in developing strategies that have significantly enhanced portfolio growth. Expert in market research and investment portfolio management, I excel in mentoring teams and building robust investor relationships. Demonstrated success in negotiating and managing high-value transactions, ensuring over 20% ROI through strategic planning and execution.

Cheo Hai Liang Alvin

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Chairman Investment Advisory Committee

Member, Investment Advisory Committee

Financial Advisor

Education

Chartered Financial Analyst, CFA

CMFAS Module 1A, 2A And 3

M5, M8, M8a, M9, M9a HI, BCP, PGI, COMGI

BBA - Finance And Marketing

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BBA - Finance And Marketing

Chairman Investment Advisory Committee

Member, Investment Advisory Committee

Financial Advisor

Chartered Financial Analyst, CFA

CMFAS Module 1A, 2A And 3

M5, M8, M8a, M9, M9a HI, BCP, PGI, COMGI

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