Teo Paul Simon
Associate Director
Singapore
Summary
Results-driven professional prepared for this role with proven ability to enhance client relationships and deliver custom solutions. Leveraged experience to manage client portfolios and drive retention and satisfaction. Focus on team collaboration and adaptability to meet changing client needs with strong communication and negotiation skills.
Overview
26
26
years of professional experience
2020
2020
years of post-secondary education
4
4
Certifications
2
2
Languages
Work History
Associate Director
Phillip Nova Pte Ltd (Formerly Phillip Futures Pte Ltd)
07.2022 - Current
- Led teams of up to 6 personnel, supervising daily performance as well as training and improvement plans.
- Established strong relationships with key industry partners, creating mutually beneficial opportunities for growth and collaboration.
- Mentored junior staff members, providing guidance on professional development opportunities and career progression paths within the company.
- Maintained compliance with industry regulations while adapting to changes in legislation or best practices as needed.
Senior Manager, Business Development, Client Relations and Sales Channel
Phillip Futures Pte Ltd
07.2017 - 07.2022
- Company Overview: Part of Phillip Capital Group of companies and is one of the region’s top brokerages for the trading of global futures, forex, energy, metals and commodity futures.
- Leading a team of 8 relationship managers, product specialists and market analyst to drive volume and develop new businesses for 3 core retail channels (High Net Worth, Mass Retail and Investors Centres)
- Develop strategies and processes to align with management’s directions and achieve targets for each channel.
- Provide training and coaching for staff to enhance competency for higher quality work when executing business plans.
- Work closely with internal departments to improve client experience.
- Involved in product and platform developments to ensure the company maintain a competitive edge in the marketplace.
- Successfully develop a new referral channel by collaborating closely with stocks remisers.
- Implemented automated push notification to update clients on potential Forex trading opportunities.
- Implemented and developed operational standards, policies and procedures.
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
Private Client Service manager (Forex and Futures)
Private Client Service manager (Forex and Futures)
07.2013 - 01.2017
- Leads a team of 2 relationship managers to drive volume and provide Forex advisory services to high net worth individuals.
- Develop market plans and execution processes with the team to meet KPIs set by management.
- Provide market outlook and technical analysis seminars to acquire leads and clients.
- Give media interviews to increase company and personal profile.
- Conduct regular market intelligence activities to be up to date with external competition.
- Exceeded Forex KPI in 2015 and 2016.
- Collaborate successfully with external organisations such as country clubs, Universities Alumni and professional bodies such as CPA to acquire high net worth leads and new accounts.
- Developed and conducted paid technical analysis courses for clients to equip them with Forex trading strategies and skills.
- Interviewed by Bloomberg, CNA, BBC and Money week for views on currencies and Gold as well as writing investment related articles for local papers such as Straits Times, Business Times, Today and Mypaper.
- Managed a diverse portfolio of clients across various industries, demonstrating adaptability and expertise in catering to specific needs.
- Identified potential upselling opportunities and presented tailored service offerings to existing clients, resulting in revenue growth.
Private Client Executive (Forex and Futures)
Private Client Executive (Forex and Futures)
08.2008 - 07.2013
- Responsible for acquiring and servicing high net worth clients in South East Asia region
- Leads generation and client acquisition by conducting activities such as seminars and coaching sessions.
- Provide advisory services to clients includes daily Forex and Gold commentaries, timely economic news updates and knowledge sharing seminars to keep clients ahead of market developments.
- Assist Team manager in developing partnerships/channels to acquire leads/referrals and new business opportunities.
Account Manager
The World Management Pte Ltd
09.2005 - 06.2008
- Company Overview: A leading Enterprise Resource Planning (ERP) solution provider in Singapore with its flagship product ACCPAC accounting system and SAP Business One ERP systems.
- Involved in the entire sales process from leads generation through marketing activities, requirements gathering to negotiations and closing.
- Led a business development project to add new functions and features to existing solutions which successfully helped to carve a niche market in project management processes.
- Contributed more than 50% of the revenue when company achieved country’s Top Channel Partner in the year 2006
Regional Sales Engineer
SignZ Pte Ltd
04.2002 - 07.2005
- Company Overview: Regional distributor of renowned Japanese brand Mimaki Digital printers
- Involved heavily in setting up and managing Indonesia branch office for distribution and after sales services. Organised and co-ordinated exhibitions and road shows to promote new products. Planned technical service schedule to ensure good after-sales service to clients.
- Consistently meeting sales target and generating new clientele base in very competitive market. (Exceeded individual sales target of $500k in 2004 by 35%)
National Service (6th Singapore Infantry Regiment)
08.1999 - 02.2002
- Trained as a personal signaller to Battalion’s S3
- Highest Rank Corporal
Education
Masters of Science - Finance
University College of Dublin (UCD)
Diploma - Electronics
Temasek Polytechnic
01.1996 - 01.1999
Skills
Highest qualification achieved, Masters In Science (Finance)
Well versed in Forex, Futures, Options and Commodities products/market knowledge
Possessed good public speaking skills for seminars and webinars
Provides training to new analysts in market reports/commentaries writing using fundamental and technical analysis
Relationship management
Client services
Networking strength
Account management
Public speaking/presentation
Certification
CMFAS
References
Reference Available upon request
Section name
- Current Salary $90, 900 annual
- Expected Salary (negotiatable)
Timeline
Associate Director
Phillip Nova Pte Ltd (Formerly Phillip Futures Pte Ltd)
07.2022 - Current
Senior Manager, Business Development, Client Relations and Sales Channel
Phillip Futures Pte Ltd
07.2017 - 07.2022
Private Client Service manager (Forex and Futures)
Private Client Service manager (Forex and Futures)
07.2013 - 01.2017
Private Client Executive (Forex and Futures)
Private Client Executive (Forex and Futures)
08.2008 - 07.2013
Account Manager
The World Management Pte Ltd
09.2005 - 06.2008
Regional Sales Engineer
SignZ Pte Ltd
04.2002 - 07.2005
National Service (6th Singapore Infantry Regiment)
08.1999 - 02.2002
Diploma - Electronics
Temasek Polytechnic
01.1996 - 01.1999
Masters of Science - Finance
University College of Dublin (UCD)