Member of Happy Alliance
Vivian joined Sino Suisse in August 2019 with key responsibilities including client onboarding and servicing; embodying an extensive range of service from order management, onboarding KYC, cash flow management, corporate actions, and administration matters.
Before joining Sino Suisse, Vivian has accumulated over 3 years of private banking experience. In 2012, Vivian began her career with renowned Swiss private bank, Julius Baer where she was liable for client onboarding; being the quintessential point of contact in the Merrill Lynch (ML) Integration project during a time where JB bought over ML’s wealth management arm.
Subsequently, Vivian moved to IG Asia Pte Ltd as a sales trader executing Contracts for Differences (CFD) across an array of asset classes including equities, foreign exchange, indices, commodities, and cryptocurrencies for global clients. Vivian’s outperformance lead to her being selected for a secondment to the headquarters in London for 1 year with a broader range of product coverage to include AIM-listed Equities, Equity forwards and Options. In addition to her responsibilities, she was tasked to lead sales presentations in Mandarin to High-Net-Worth (HNW) Chinese clients representing the Premium Client Team.
Following her stint in IG, Vivian returned to Julius Baer as an Assistant Relationship Manager for Intermediaries APAC, where she was the key support to the Team Head and established relationships with External Asset Managers (EAMs) across Singapore, Hong Kong, and Australia. Vivian’s expertise lies in high volume order placements across a wide range of asset classes including structured products (accumulator/decumulator, ELN, DCI), Funds (Equity, Money Market, Hedged, NTF), and Options (Exchange Listed, OTC), and various types of client onboarding.
Vivian graduated with a Bachelor of Science (BSc) in Management from University of Manchester.