Marc Lu
Summary
A highly motivated and strategic Business Development Manager with a proven track record of driving revenue growth, expanding market share, and forging high-value partnerships. Equipped with more than a decade of years of experience in financial advisory, portfolio management, relationship management, and business development, I possess a set of strong inter-personality skills capable of quick rapport building and market adaptability.
Overview
12
12
years of professional experience
Work History
Business Development Manager (UOB Partnership)
Prudential Assurance Company Singapore
09.2021 - Current
- Fostering and developing strategic collaborations and partnerships strategies with bank partner and internal stakeholders to drive growth, expand market reach leading to overall growth in business drivers.
- Managed a portfolio of 2 Wealth Clusters with close to 100 Bankers, while maintaining a high level of partnership loyalty through communication and issue resolution. Took on an additional portfolio of Wealth Protection Specialists, further driving growth in the Health and Protection space.
- Coaching and mentorship of newer vintage bankers, prioritizing on a supportive and growth oriented environment where individuals could confidently navigate the complex banking environment.
- Spearheaded initiatives (customer and sellers campaigns) which led to 15% growth in YoY APE, resulting in new partnership records in March and June 2022.
- Developed and executed strategic customer digital purchase journey plans to further expand the company’s customer base outreach.
- Leveraged on Microsoft PowerBI to design and create compelling, interactive presentations that transform complex data into actionable insights, allowing business to dive into targeted strategies.
- Selected to be part of a transformative Talent Catalyst Programme designed to identify, nurture, and accelerate high-potential individuals into future leaders and innovators. This structured development initiative combines mentorship, skill-building, and real-world challenges to unlock potential.
- Resident Event Host for Partners’ Events, with a proven ability to captivate audiences, manage live events, and create memorable experiences.
Citigold Relationship Manager
Citibank Singapore
10.2017 - 09.2021
- Strategised and executed wealth management services and asset diversification services for high-net-worth clients
- Cultivating and managed relationships with high-net-worth clients, providing personalised financial advice and solutions tailored to their individual needs and objectives
- Advisory in a wide range of financial instruments including fixed income securities, mutual funds, foreign currencies premium account, leverage investment and complex products involving embedded derivatives
- Cross-border client servicing and offering solutions to foreign expatriates
- Designed and organised sales plan targeted at new clients acquisition, leads generation which led to organic growth of portfolio AUM
Branch Relationship Manager
OCBC Bank Singapore
04.2014 - 09.2017
- Worked closely with branch manager to formulate sales pitching tools to guide junior bankers in better engagement with clients
- Coached and mentored junior bankers on branch sales and operational processes, ensuring strict adherence to regulatory compliance standards
- Championed a harmonious working culture through collaboration and communication
- Periodically organised and executed out-of-office retreats and overseas team building trips
Personal Financial Consultant
OCBC Bank Singapore
03.2015 - 10.2016
- Provided full range of financial services to clients based on evaluation of their financial needs through a unique Goal Based Advisory Model
- Acquisition and onboarding of new to bank clients through account creation and wealth products advisory
- Devised and implemented strategies to enhance clients’ financial position
- Maintained the highest standards of customer services, and strong compliance to regulatory requirement
Bancassurance Specialist
DBS Bank Singapore
04.2013 - 03.2014
- Risk and Wealth Management in relation to client’s protection and retirement needs
- Established strong banking relationships with clients by designing and customising financial plans tailored to each individual needs
Education
Bachelor of Science - Finance
Singapore University of Social Sciences
Singapore10.2013
Skills
- Building Collaborative Partnerships
- Relationship building and rapport
- Strategic Account Oversight
- Events Management
- PowerBI Dashboard
Timeline
Business Development Manager (UOB Partnership)
Prudential Assurance Company Singapore
09.2021 - Current
Citigold Relationship Manager
Citibank Singapore
10.2017 - 09.2021
Personal Financial Consultant
OCBC Bank Singapore
03.2015 - 10.2016
Branch Relationship Manager
OCBC Bank Singapore
04.2014 - 09.2017
Bancassurance Specialist
DBS Bank Singapore
04.2013 - 03.2014
Bachelor of Science - Finance
Singapore University of Social Sciences
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