Lauren Fung

Kilde is a fintech platform which automate investment process in alternative fixed income that pays our investors 10-13% per annum. We connect our investor to non-bank lender who lend to SME (Small Medium Enterprise) and consumer such as Robocash, Stikcredit, FundBox, IuteCredit Europe and LF Tech. Www.kilde.sg *Work on existing leads and acquire new investor leads. * Engage with AI (Accredited Investors) with company investment opportunities. * Liaising with the deal origination teams to influence the terms and conditions of upcoming deals to the benefit of investors. * Representing the voice of the investor while pro-actively cooperating with the product management team to improve company’s product offering. * Participating in strategic planning process, KPIs reviews, and ideation of new initiatives. * Respond to MAS inquiries as required with the support of the BOD and senior management team.

* Perform execution orders for fixed income (bond) and listed securities (stocks, ETF, DLCs, Structured Warrants) on global exchanges * Generate fixed income/ETFs/stocks ideas * Service and support company’s existing customers * Involve in development of securities trading solution and enhancement of process flow * Set up new market access to global stock exchange and new counterparties * Involve in Product Development and ad-hoc project

~ Actively identify prospects and establish contact with the objective of converting them to client and raise capital, through established network and new referrals. ~ Serve as trusted partner advising clients on financial matters and overall asset allocation. ~Work closely with portfolio management team to offer insightful investment solutions to clients.

Raising capital with the aim to increase Asset Under Management through established network. * In-charge of making investment decisions and managing investment portfolio through trend analysis, media and stock market fluctuations. * Advising current and new investors in their investment plans and build trading strategies to independently manage portfolios in global equities with emphasis on Asia.

♦Who We Are A UK FTSE 100 company managing in excess of £100bn worldwide, St. James’s Place Wealth Management Group specialises in the provision of face-to-face wealth management advice to individuals, trustees and businesses. We provide advice to clients based on their individual needs and circumstances, adapting our advice as requirements change over time to ensure that recommendations remain appropriate. ♦What We Do Our relationship-based approach is greatly valued by our clients, no more so than in the current period of financial uncertainty. There is an increasing demand for trusted advice from experienced advisers backed by a strong organisation and brand. ♦What Makes Us Different? The relationships between Partners and clients endure because they are founded on mutual respect and trust, with the emphasis on building and maintaining a long-term relationship. The success of our approach can be seen from the fact that some 90% of new investments come from existing clients or from referrals and introductions from them. Once invested, clients tend to stay invested and we're extremely pleased with the consistent, year on year retention of funds under management of 96%. • Provided face-to-face financial advice to cater individual clientele’s financial planning needs. • Ensure my dealings with clients are sensitive to their needs.

Specialized in equity trading (Singapore and foreign markets) and product sales with a loyal client based in Asia Pacific. It includes risk assessment and analysis, client management and financial planning cater to individual client's circumstances. My client includes professionals in financial advisory and hospitality, lawyers, directors, engineers, accountant and entrepreneur.

In charge of structured product such as ELN (Equity Linked Notes), bond, IPO and margin financing.

In charge of mending helpdesk hotline on client's queries pertaining to online equity trading. That included type of trading account, fee for service, foreign market and functionality of iocbc system.