Experienced with a demonstrated history in commercial management and research with background in strategic planning, contract negotiation, and financial oversight. Known for fostering strong team collaboration and driving projects to successful completion. Highly adaptable, with focus on meeting organizational goals and exceeding expectations. Skilled in market analysis, stakeholder engagement, and risk management.
Diligent and Efficient with a degree in Bachelor of Arts (BA) in Business Management and Entrepreneurship. Highly driven with work experience of over 7 years in sales, business development and operations and 4 years in financial services sector with a proven track record of successful account management and sales conversions with a focus on maximizing profitability and growth while working across various asset class.
Knowledge of various industries and sectors through research, strategic planning, relationship management and have collaborated with leading Institutional and HNW clients on various projects.
Overview
9
9
years of professional experience
Work History
Commercial Manager, APAC
Ned Davis Research
02.2024 - 12.2024
Oversaw the management of hedge funds, asset management firms, and family offices for the asset class under my purview.
Defined business strategies and roadmaps to drive performance across sales, promotions and marketing departments.
Monitored plans to meet deadlines, budget and quality standards.
Organized region specific events for strategist, clients and prospects
Regular account servicing for APAC institutional and HNWI clients.
Senior Associate, Equities
Third Bridge Group Limited
12.2023 - 02.2024
Point of contact for a number of key accounts in the equities division. Working with Australian and Asian funds on various sectors and industries.
Led equity focused team in Hong Kong covering Australia, HK and Singapore, driving successful client trials, effective project management, and increase in adoption of products and services by clients.
Major KPI achievements (95% target achieved since taking on the role)
Managed client relationships, maintaining satisfaction and identifying opportunities for upselling.
Executed Internal associates training modules
Client Associate/Project Manager
Third Bridge Group Limited
05.2022 - 12.2023
Relationship management with institutional clients and industry experts.
Advised clients on optimum mix of products and distribution channels for greatest success.
Leveraged market and competitor data to identify market opportunities and gaps.
Research Associate
Third Bridge Group Limited
11.2021 - 05.2022
Research analyst for equities and credit accounts in APAC (mainly Australian and Singapore funds).
Kept files organized and up-to-date for accurate record-keeping purposes.
Data and information screening
Generated and presented research reports to internal and external stakeholders.
Senior Consultant
Westminster Business Consultants
09.2020 - 11.2021
Promoted from Junior to Senior consultant in the Business Development and sales department.
Guided clients toward improved organizational structures and better solutions for identified problems.
Senior Manager - Business Development & Operations
Sunny Int'l Trade Ltd
05.2016 - 07.2019
Family business. Trading in markets across South Asia, China and the Middle East.
Sales and Operations Lead
Barking Traders
06.2017 - 01.2019
Tracked and reported on KPIs, investigating variances and developing solutions to address bottlenecks or constraints.
Education
Bachelor of Arts - Business Management And Entrepreneurship
University of Westminster
United Kingdom
06-2021
No Degree - Introduction To Corporate Finance Course
Columbia Business School
Remote
05-2021
Associate of Arts - Business Management With Accounting & Economics
City University, London
United Kingdom
07-2018
Skills
Customer Relationship Management (CRM)
Forex/Equities/Crypto trading
Salesforce and HubSpot
Subscription Sales
Account Management
Client Servicing
Negotiations
Training and development
Key Performance Indicators
Research
Communication
Leadership
Complex Problem Solving
Languages
English
Native
Chinese (Cantonese)
Upper intermediate
Hindi
Native or Bilingual
Urdu
Native
Accomplishments
Student Fundraiser, Street Child, London: Collaboration with a charity "StreetChild" to raise funds for the education of less fortunate children in Leone, Africa and successfully raised around 2,500 GBP.
Athletic achievements in high school and university level cricket competitions.
References
Andrew Douglas (Managing Director/Chief Revenue Officer) at Ned Davis Research
Calvin So (Asian Credit & Equities Manager) at Third Bridge Group Limited
Nationality
Interest & Hobbies
Trading Luxury Watches
Travelling
Cricket
Football
UFC/MMA
Crypto Lover
Research
Politics
Timeline
Commercial Manager, APAC
Ned Davis Research
02.2024 - 12.2024
Senior Associate, Equities
Third Bridge Group Limited
12.2023 - 02.2024
Client Associate/Project Manager
Third Bridge Group Limited
05.2022 - 12.2023
Research Associate
Third Bridge Group Limited
11.2021 - 05.2022
Senior Consultant
Westminster Business Consultants
09.2020 - 11.2021
Sales and Operations Lead
Barking Traders
06.2017 - 01.2019
Senior Manager - Business Development & Operations
Sunny Int'l Trade Ltd
05.2016 - 07.2019
Bachelor of Arts - Business Management And Entrepreneurship
University of Westminster
No Degree - Introduction To Corporate Finance Course
Columbia Business School
Associate of Arts - Business Management With Accounting & Economics
City University, London
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