Jamie Ong

• Led business development efforts to identify and secure strategic partnerships to drive deposit and revenue growth for market expansion.
• Conduct market research and analysis to identify potential partnership opportunities and market trends.
• Manage internal and external business partnerships from working level to C-level executives.
• Lead and coordinate cross-functional teams including Legal, Compliance, Finance, Marketing, Operations and Product Partners to conceptualize and implement of business plans and framework.
• Development relevant metric analysis to measure effectiveness and ROI on campaigns/business plans, present outcomes of programs to business unit leadership.

Career Highlights

• Launched Deposit Campaign in 2023, deposit growth achieved 230% against business projections.
• Launched Product Campaign, number of new-to-bank accounts and total deposits grew by 15% and 49% respectively year-on-year.
• Part of UOB CNY Committee (7-men team) in 2022, which coordinated decentralized customer dinner and CSR event. Successfully raised record of S$1.88M in donations.[Source: Business Times, 8 March 2022]

• Spearheaded business development initiatives in 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 partners
• Collaborate with sales teams to develop effective sales strategies and ensure alignment with business objectives.
• Conduct production presentation and sales pitches to partnerships, 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 timely and accurate manner.
• Analyze 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 diverse portfolio of high net-worth clients, providing tailored investment advice and maintaining strong client relationships.
• Monitored market volatility and adjusted trading strategies to optimize risk and returns.

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

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