Leading 4 teams of Relationship Managers who advise ultra-high and high-net-worth individuals and families on investments and legacy planning.
Leading a team of senior coverage bankers to advise ultra-high-net-worth families and family offices.
Collaborating closely across the core UBS divisions of investment banking, institutional asset management, and wealth management to offer bespoke One Bank solutions to complex client investment and wealth planning objectives.
Leading 3 teams of relationship managers advising ultra-high-net-worth clients in Singapore.
Leading a team of senior relationship managers covering ultra-high-net-worth clients in the SEA region.
Built and managed a book of ultra-high-net-worth clients in the SEA region.
Worked closely with product partners and advisors to provide bespoke wealth solutions to clients.
Provided bespoke capital market solutions to wealth management clients.
Advised wealth management clients on their long-term investment objectives.
Built bespoke investment portfolios in line with clients' risk profiles, asset allocation, and return targets.
Leading sales teams
Investments
Corporate Finance
Relationship Management