Josephine Koh
Summary
A highly skilled relationship manager with a proven track record of identifying and driving growth and building strategic partnerships. Expertise in strategic planning for acquisitions and cultivating strong EAM relationships, leading to substantial revenue growth.
With an entrepreneurial mindset, skilled at generating business through a unique approach and delivering compelling value propositions that support the sustainable growth of EAMs.
Proficient in identifying market opportunities, negotiating contracts, and crafting tailored business strategies. Strong focus on stakeholder management, team collaboration, adaptability, and achieving results. Demonstrated expertise in market analysis, client relations, and business development.
Recognized for reliability and effective communication in fast-paced, dynamic environments.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Business Developer FIM (Managing Director)
UBS AG
05.2024 - Current
- Responsible for increasing client base by identifying new financial intermediaries market (FIM) opportunities and implementing strategic sales approaches through well-establish network in industry within Asia
- Evaluate competitor offerings to identify gaps in the market and capitalize on opportunities for growth.
- Foster and deepen existing financial intermediaries relationships, engaging in complex deals and opportunities (jet financing, FX structured deals, IB offerings)
Expert RM Cluster Head EAM (Managing Director)
Credit Suisse AG
06.2022 - 05.2024
- Responsible for managing a performance focused team of 3 RMs (including self) with AuM in excess of CHF1.8bil, generating gross revenue of CHF15mil.
- Single handedly managed AUM in excess of CHF1.2bil, generating net revenue CHF7mil in 2022.
- Leading the team as senior coverage providing mentorship and guidance in identifying opportunities and devising solution driven solutions to external manager partners.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Cultivated a positive work environment that fostered employee engagement, strict adherence to compliance, increased retention rates, and boosted overall team morale.
Expert RM EAM (Executive Director)
Credit Suisse AG
06.2016 - 05.2023
- Built a book of CHF1bil since rejoined in 2016 and and downloaded CHF200mil to peer RMs.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Adopted differentiated approach to build a personal branding as a RM cum consultant role to originate business with personal initiatives in key areas of interests in fostering and deepening relationship with partnering External Asset Managers: (i) provide private banking and EAM related industry developments in areas such compliance landscapes, business strategy, trends and emerging business models, (ii) partake in strategic discussion with EAM owners/senior managers in their business strategy as their trusted sounding board on business growth, (iii) Acts as navigator for EAMs through extensive network built for potential hires (administrative support, compliance officers, RMs etc) and solutions providers (trustee, lawyers, corporate services, compliance providers etc)
Deputy Team Lead / Senior RM IAM (Director)
Barclays PLC
07.2012 - 02.2016
- Built AuM in excess of USD300mil, generating revenue USD3mil within 3 years
- Strategically hired into Barclays Private Bank to develop and build new Independent Asset Manager (IAM) team and develop platform to penetrate the Asian IAM market
- Significant contribution towards Barclays' strategy in gaining a foothold in the highly competitive Asia IAM industry, with intensive involvement in devising IAM front office procedures and business operational workflow for this unique tripartite business model.
- Spearheading of marketing initiatives for the new business across Singapore and Hong Kong IAM industry with experienced asset managers to promote the bank's offerings and services of Barclays IAM platform.
Deputy Team Lead / Senior RM, EAM (Vice President)
Credit Suisse AG
04.2006 - 06.2012
- Jointly led team and built AuM excess of USD 800 million
- Pioneer founding member in CS EAM Desk when desk was formed in 2006
- Developed marketing strategies and campaigns to raise awareness of new CS EAM platform in Asia and attracting interest and new business partners
- Strong ability in identifying and targeting new market segments by anticipating and capitalizing on market trends in wealth management industry.
- Launched several successful and well-thought marketing initiatives such as Quarterly EAM Workshop and EAM appreciation sessions in collaboration with Events Marketing team, showcasing product offerings and solutions including private label funds, investment banking solutions, prime brokerage solutions
- Built extensive network and contacts across the EAM industry in both Hong Kong and Singapore
RM IWM (AVP)
Credit Suisse AG
06.2004 - 06.2006
- Managed european and HK based EAMs, supporting Head of International Wealth Management Desk (IWM) in client management, administrative, transactional and compliance related matters.
- Provided business risk and trade surveillance reporting on behalf of Market Leader as part of risk and business compliance requirements
Personal Banker & Customer Service Executive (AVP)
United Overseas Bank Limited
04.2002 - 06.2004
- Completed an extensive training program with rotations across multiple key functions: cash handling, branch operations, customer service, personal banking, credit loans, investment/insurance sales
- Gained hands-on experience in loan processing, financial products, and customer interactions, developing a holistic understanding of personal retail banking services
- Awarded several Top Sales/Achiever Awards for outstanding performance in investment sales, demonstrating strong sales acumen and product knowledge
Education
Book-keep Level 1 & 2
London Chamber of Commerce Industry
Singapore06-2002
Bachelor of Business Administration - Finance & Marketing
National University of Singapore
Singapore04-2002
Skills
- Business strategy development
- Client relationship management
- Enhancing operational efficiency
- Effective stakeholder engagement
- Employee talent development
Certification
Institute of Banking and Finance
- Certificate in Wealth Management: Relationship Management – High Networth (Job role IV) attained in March 2010
- Certificate of IBF Qualified (“IBFQ") completed July 2014
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Business Developer FIM (Managing Director)
UBS AG
05.2024 - Current
Expert RM Cluster Head EAM (Managing Director)
Credit Suisse AG
06.2022 - 05.2024
Expert RM EAM (Executive Director)
Credit Suisse AG
06.2016 - 05.2023
Deputy Team Lead / Senior RM IAM (Director)
Barclays PLC
07.2012 - 02.2016
Deputy Team Lead / Senior RM, EAM (Vice President)
Credit Suisse AG
04.2006 - 06.2012
RM IWM (AVP)
Credit Suisse AG
06.2004 - 06.2006
Personal Banker & Customer Service Executive (AVP)
United Overseas Bank Limited
04.2002 - 06.2004
Book-keep Level 1 & 2
London Chamber of Commerce Industry
Bachelor of Business Administration - Finance & Marketing
National University of Singapore
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