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Sophia Wu

Residency: Campbell, California

Nationality: China (Singapore PR)

United States Work Eligibility : H4 Visa

DOB: 01/17/1992

Singapore Contact No. : +65 9154 8930 United States Contact No. : +1-669-***-**** Email: ad3wq8@r.postjobfree.com

Career Objective

As a team member in Private Wealth sector, my career objective is to leverage my strong interpersonal skills and relationship management skills to develop lasting relationships with the clients. I aim to provide exceptional service and customized solutions to help clients achieve their financial goals, while also driving revenue growth for my organization. With a commitment to continuous learning and professional development, I seek to stay up to date on industry trends and best practices, and to work collaboratively with colleagues to deliver results that exceed expectations with over 8 years of experience in business development and customer relations.

Professional Experiences

Oct 2023 – Current : Assistant Manager, Client Acceptance, Private Wealth, Vistra (https://www.vistra.com/),

Singapore

• Primary scope of assisting new business onboarding at Commercial Business Development

(BD) and effective transition to Trust Relationship Management (TRM)

• Assist BD in communicating and liaising with intermediaries/clients for onboarding purposes

• Engagement with internal stakeholders of TRM to effect smooth transition of Private Wealth solutions’ life cycle from onboarding to account management

• Compliance to ensure that commercial activities and new business onboarding comply with relevant laws, regulations and internal policies and standards

• Review KYC information and documents for intermediary onboarding purpose Jul 2021 – Current : Assistant Manager, Business Development, Company Formation, Vistra (https://www.vistra.com/), Singapore

• Fulfill client requirements, ensure superior service, and provide regular updates to the client on financial markets developments and on client’s portfolios.

• Constantly meeting team’s target for sales revenue and economic substance revenue.

• Working with professional intermediary firms like private banks, law firms and corporate secretary firms etc.

• Establish companies in different offshore jurisdictions for high-net-worth clients and the provision of ongoing services.

• Arrange client events, conduct presentations and attend networking events. 2

• Supervise and look after the account management team.

• Work with private banks and corporate secretary firms. Feb 2020 – Jun 2021 : Business Development Manager, New Pos Network,

Singapore

• Identify new market segments, partners and business opportunities for Lazada online marketplace.

• Prepare technical proposal and commercial offer for potential customers.

• Launched ‘LazEat’ campaign and recruited 47 partners in 3 months.

• Maintain and build excellent rapport with company clients like Grab, Lazada etc.

• Project management, monitor the progress of company projects online and offline. August 2016 – Feb 2020 : Account Specialist,

Reed Exhibitions,

Singapore

• Top sales executive in Building cluster team. Generating new business of $700,000 to $800,000 in one year’s sales cycle (10 months).

• Account management for Reed’s clients in Building & Sustainability sector.

• Event organizer for International Build Environment Week led by Building Construction Authority (BCA) Singapore.

• Work with my project manager to develop growth strategies to be premier events in SEA region.

November 2014 – August 2016 : Account Executive,

Global Yellow Pages,

Singapore

• Sales representative, consistently developing new networks and new business. Acquired 59 new named accounts in 12 months.

• Grew territory revenue from 0 to $167,213 in 12 months.

• Recognized as one of the top three sales performers 11 times in 12 months.

• Client relationship management, closely follow up with clients and monitor their advertisement performance to deliver business outcome improvement.

• Expanded range of products introduced to clients including digital offerings and on-line services.

September 2012 – August 2014 : Assistant Supervisor, Celavi (Former Ku De Ta - www.celavi.com/en/singapore/) Singapore

• Reported to executive, planned staff roaster and organized staff training.

• Reception: registered and checked-in guests into system, answered guest inquiries, handled guest complaints and table management.

• Call center: answered phone calls, helped guests to make reservations and coordinated with event team.

3

Educational & Professional Qualifications

July 2010 – November 2012 : Diploma in Hotel Management Shatec, Singapore

Professional Courses and Seminars

• November 2011 : Participation in Hospitality Asia Platinum Awards (HAPA)

• July 2019 : RX Asia Pacific Regional Sales and Marketing Academy in Shanghai

• October 2019 : Persuasive Selling Secrets course,SNEF Corporate Learning Centre, Singapore Special Skills/Achievements

• Fluency in spoken and written English and Mandarin

• Frequent user of Salesforce, Viewpoint, Prism, Microsoft office software, Opera system (PMS), Respak and Windows computer operating system

• Good in presentation and interpersonal skills

• Able to work efficiently under pressure.

• Team player, with effective interpersonal and communication skills

• Able to grasp new concepts quickly.

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