Seasoned financial services professional with over 25 years of experience working with leading asset management companies and banks in various roles, including product development, corporate strategy, sales and distribution, product-related regulation, brand management and marketing, and transformation. I have extensive experience working in global, regional, and local work environments and am able to adapt well to different cultures and business practices. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
- Crafting and executing a 3-7 year business plan with financials and annual targets.
- Leading marketing and sales efforts to meet yearly targets.
- Collaborating with internal teams for seamless planning and execution.
- Possessing an in-depth understanding of the local regulatory landscape and collaborating with compliance and regulator to ensure ongoing compliance in all activities.
- Oversaw pre-merger team integration for effective collaboration
- Executed a 7-year revenue plan post-closure of 4 fixed income funds.
- Led 2020–2023 rebranding with regional marketing.
- Led product development and strategy team.
- Managed communication for closed funds under liquidation.
- Coordinated departmental integration and TMB/Thanachart Bank partnership.
- Supervised a team of 23 members
February 2016 - February 2020
- Assisted Executive Chairman in crafting firm’s blueprint, strategies, and channel-specific plans.
- Oversaw three departments: Product Strategy, Corporate Strategy, and Product Management.
- Dealt with regulators on industry initiatives, upcoming regulations, and key product approvals.
- Supervised Product Strategy’s team on training, communication, and ensuring a competitive product suite.
- Monitored industry dynamics, product trends, and regulatory developments.
- Managed end-to-end balanced scorecard process and aligned key processes to strategy.
- Initiated cross-functional initiatives for improved capability and cost efficiency.
- Represented the firm at conferences, fund house associations, forums, and media interviews.
Senior Vice President, Head of Product Strategy Department; July 2013 – January 2016
- Developed short/long-term product roadmaps and marketing strategies.
- Managed end-to-end product lifecycle from development to liquidation.
- Led the team as subject matter experts, providing training and support to all channels.
- Participated in product-specific investment strategy meetings with fund managers.
- Performed competitor and marketplace analysis.
- In charge of foreign fund passporting projects (ACIS, ARFP, AIFMD).
Senior Vice President, Head of Product Sourcing and Private Wealth Management Department; June 2009 – June 2013
**Sales & Distribution**
- Supervised HNW private fund sales, product sourcing, 3rd-party mutual fund distribution.
- Led private fund sales team and 3rd-party distribution team.
**Product-Related**
- Initiated/assisted in new product development/maintenance, liaising with global partners.
- Led product content management, supervised prospectus drafting and filings.
- Led sales team, grew AUM to USD 150 million in 8 months.
- Supervised marketing, PR, campaign development, and brand building.
- In charge of product development, internal/external SEC filings.
- Headed direct sales/business development team, expanded distribution channels.
- Developed onshore products for Private Wealth Management clients.
- In charge of internal product approval/due diligence and coordinated with regional marketing team on client’s investment roadshows.
- Worked with the regional office on local fund and fund house selection, approval, and annual review.
- Managed a team of three investment analysts.Developed ongoing investment sales training and grew the bank’s investment assets under management.
- Launched CitiGold Wealth Management Banking and developed the bank’s new investment products and services.
- Managed investment product and marketing control processes and implemented the bank’s integrated customer profiling system.
· Developed market research deliverables for global consumer product companies (e.g Coca-Cola Thailand)
· Analyzed market situation, competitive environment, pricing, and distribution of each product category
· Made issues-based presentations and recommended marketing strategy to clients on a continual basis
Team Member and Analyst in a retail banking distribution project managed by A.T.Kearney, January – April 1999
· Coordinated in the information gathering tasks within the bank
· Gathered the required information from the government offices
· Participated in conducting the customer research (e.g. focus group)
· Participated in the analyzing tasks (e.g. bank’s branch performance evaluation)
Marketing Officer, Deposit Marketing Division, April 1997 – December 1998
· Developed and conceptualized deposit products for retail banking business (e.g. Thai Danu Smart Gift Card)
· Led marketing campaigns/programs for deposit products using the bank’s branch network
· Monitored the bank’s branch operation on deposit products (e.g. Thai Danu Plus Tax-exempted Accounts)
· Participated in the marketing research project
Product Strategy
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