Jamie Ong

• Lead the development and execution of strategic alliance initiatives to expand market reach and drive revenue growth.
• Identify and evaluate potential alliance partners, assessing their alignment with organisational goals and objectives.
• Build and maintain relationships with key stakeholders, including executive-level contacts, to foster collaboration and ensure partnership success.
• Negotiate partnership agreements, including terms and conditions, financial arrangements and performance metrics.
• Collaborate with cross-functional teams, including sales, marketing and product development, to align alliance activities with business strategies.
• Develop and implement joint marketing and sales programs to promote the value proposition of the alliance and drive customer acquisition.zzMonitor performance and evaluate key metrics, providing regular reports and analysis to senior management.
• Identify opportunities for process improvement and implement best practices for alliance management.
• Resolve conflicts and address issues that arise during the course of the alliance, maintaining positive and productive relationship.

Recent Highlights:

• Rolled out Deposit Campaign in 2022, deposit growth achieved 230% against business projections.
• Rolled out Product Campaign, number of new-to-bank accounts and total deposit grew by 15% and 49% respectively year-on-year.

• Spearhead business development initiatives in the Malaysia, Indonesia and North Asia, consistently exceeding revenue targets and market expansion goals.
• Identify and pursue new business opportunities through market research, competitor analysis, and customer needs assessment.
• Build and maintain strong relationships with key clients, understanding their requirements and providing tailored solutions to meet their needs.
• Collaborate with the sales teams to develop effective sales strategies and ensure alignment with business objectives.
• Conduct production presentations and sales pitches to potential clients, showcasing the value propositions
• Curated acquisition and lifestyle events to increase acquisition, cross selling of products and retention of clients

• Executed buy and sell orders for equities in a timely and accurate manner.
• Analyse market trends, economic indicators and company financials to make informed investment recommendations.
• Collaborate with research analysts to develop investment strategies and identify potential opportunities.
• Manage a diverse portfolio of high net worth clients, providing tailored investment advice and maintaining strong client relationships.
• Monitored market volatility and adjusted trading strategies to optimise risk and returns.

• Developed and implemented customised financial plans aligned with clients' goals, risk tolerance and financial situation.
• Conducted thorough financial assessments, including net worth analysis, cash flow projections and retirement planning.
• Managed investment portfolios, utilising strategic asset allocation and diversification to optimise risk-adjusted returns.
• Grow client assets under management (AUM) through client referrals and new business development.

• Developed and implemented customised financial plans aligned with clients' goals, risk tolerance and financial situation.
• Conducted thorough financial assessments, including net worth analysis, cash flow projections and retirement planning.
• Managed investment portfolios, utilising strategic asset allocation and diversification to optimise risk-adjusted returns.
• Grow client assets under management (AUM) through client referrals and new business development.