bao Z.

Account Relationship Manager

About

Entrepreneur and director with extensive experience in asset & wealth management, healthcare marketing, and cross-border business development. Currently leading Patient Connect Pte Ltd, a Singapore-based medical concierge company that bridges high-net-worth individuals with premium healthcare resources, including top specialists, advanced health screenings, and tailored medical services. With a strong background in finance (MSc in Asset & Wealth Management, NTU Singapore; ACCA-qualified) and proven entrepreneurial track record across multiple industries, I bring a unique perspective that combines business acumen with patient-centric healthcare solutions. Passionate about building trust, delivering measurable results, and creating meaningful connections between clients and Singapore’s leading medical ecosystem.

Country

City

Singapore

Industry

Wine & Spirits

Skill

会计, 税务会计, 管理会计, 成本核算, 银行会计, accounting, 资产管理, Alternative Investment Strategies, 量化模型, • Client Relationship Management, 业务开发, Medical Concierge, Private Wealth Management, Financial Reporting, Microsoft Excel, Financial Accounting, Budgets, Microsoft Office, Payroll, Microsoft Word

Experience

Account Relationship Manager

Redbeacon asset management

2026-1 - Present · 9 mos

新加坡

共同创始人

Patient connect Pte Ltd

2024-1 - Present · 2 yrs 9 mos

新加坡

Patient Connect is a Singapore-based medical concierge company dedicated to bridging high-net-worth individuals with premium healthcare resources.

Accounts Director

DOM WINE PTE LTD

2018-7 - Present · 8 yrs 3 mos

Singapore

Review monthly expenditure account and submit to managing director’s approval Review monthly bank statement reconciliation, generating cash-flow statement, solve the discrepancies on monthly basis. Perform and supervise quarterly GST computation and make sure the GST Submitted accurately and timely. Review and analyze financial information to prepare the financial statement including monthly and annual accounts Review and monitoring the company’s inventory report, finalize stock re-order form. Review the payroll procedures, including staff salary, reimbursements, allowance and sale commission. Prepare, examine and analyze the overall accounting records, financial statements and other financial reports to assess the accuracy, completeness and conformance to reporting and procedural standards Liaising with external auditor and tax agent for financial year end closing. Supervising proper record of file bank statements, notices, reports and other supporting documentation.