Teo Zi Wei

• Source and bring in quality fundraising projects
• Set up new VCC fund in Singapore and helps to oversee and manage the underlying strategies
• Set up and manage SPV structure for investment in Singapore
• Reach out to institutions, platforms, corporates and family offices for collaboration and fundraising
• Leverage on existing network to build and independently maintain effective sources for fundraising
• Seek opportunities and collaborations with potential partners to drive quality investment and/or partnerships
• Develop and maintain good relationships with partners to ensure consistent flow of funds for investment

Notable Projects ongoing :

• Direct contact with a Brunei SFO for their investment into Singapore and future set up plus licensing
• Fundraising for a local (by Singapore UHNW individuals) newly set up investment firm for their acquisition projects in Malaysia and Singapore (Shopping mall, hotels and healthcare centres)
• Fundraising for a well-known public listed company in Malaysia for their ongoing projects

• Set up fundraising structure and grow PT Idana’s presence in Singapore
• Set up and manage SPV structure for investment in Singapore
• Reach out to institutions, platforms, corporates and family offices for collaboration and as a lender
• Responsible for the acquisition of UHNW / HNW / A.I clients as a lender
• Set up proper structure for cross border investing and insurance protection through proper legal channels and collaboration with licensed entities
• Leverage on existing network to build and independently maintain effective sources for fundraising
• Seek opportunities and collaborations with potential partners to drive quality investment and/or partnerships
• Develop and maintain good relationships with partners to ensure consistent flow of funds for investment
• Achieve or exceed assigned sales targets
• Weekly meeting with headquarters to update about the progress and development in Singapore
• Quarterly meet up with Head of operations for PT Idana, Indonesia

• Responsible for the acquisition of new clients (UHNW / HNW / A.I)
• Promote Aurous Capital value proposition and products to UHNW / HNW / A.I investors
• Leverage on existing network to build and independently maintain effective client acquisition sources
• Identify acquisition opportunities and collaborate with external partners to drive quality acquisitions
• Develop and foster strategic tie ups with potential referral partners
• Actively engage partners to generate a consistent pipeline of prospects
• Source and build on EAM channel with various private banking platforms
• Maintain good working relationship with external partners to grow AUM via EAM channel
• Convert leads into sales
• Actively source for referrals
• Achieve or exceed assigned sales targets
• Deliver best in class customer service to all internal and external clients

• Cross-sell Citigold proposition to individual customers, companies, and affluent segments
• Organize Citigold events and prepare marketing materials
• Telesales activity to affluent segment clients
• Engage Branch Banking Managers and Citigold Relationship Managers to organize Citigold events and increase overall NTB Citigold for assigned branch
• Maintain regular MIS of Citigold acquisition sales for department
• Maintain relationships with internal partners such as product managers to ensure attractive or exclusive offers for Citibank at work channel

• Manage a team of 11 individuals
• Involve in weekly segment review of Citigold & Citigold Private propositions
• Attending weekly & monthly Citigold platform review with the management team
• Involve in planning of Citigold events and marketing materials
• Engaging Branch Managers, Citigold Relationship Managers & internal stakeholders to boost the acquisition channel activities and pipelines
• Cross-sell Citigold proposition to individual customers, companies, and affluent segments
• Ensuring monthly / weekly targets are met according to business plan
• Provide 1on1 training/coaching on sales process/sales closing/customer service
• Guiding new hires and ensuring service/sales quality of highest standard of individuals

• Lead a team of an average 8 players
• Roadshow planning activities
• Follow up & solve customer's enquiries & feedbacks/complaints
• Handle account openings & ensure smooth-flowing of application processes
• Assist in cross-selling of products
• Acquiring new accounts/customers & provide service to existing customers
• Build rapport with new & existing Customers to generate referrals, leads or cross sell opportunities
• Customer retention & service recovery
• Attend business meetings/updates
• Plan/Pace run rate accordingly to meet with business plans
• Conduct constant reviews, trainings & coaching to ensure the high level of performances by individual officer
• Ensure the team/officer meet/exceed the plan/targets monthly
• Handles various kind of paper works daily
• Generate/drive & manage sales figures of individual player & team
• Conduct 1on1 training/coaching on sales process/sales closing/customer service

• Acquire New/Existing Customers thru Road shows, Cold-Callings, Referrals
• Build Rapport with New & Existing Customers
• Handle/Solve customer's enquiries & issues
• Proactively providing services and/ or cross-selling multiple products
• (e.g
• Credit cards, personal loans, savings account)
• Meet all assigned targets monthly & quarterly

• Conducting IPPTs & ensure safety of all testees
• Handles weekly pay-out of incentives
• Overlook justification of IPPT results
• Coordinating with service colleagues to send NSFs for enrichment classes
• Handle invoices & payments of enrichment classes from service colleagues