1. 1
G John Liang
64 Flora Road, #02-09, Singapore 506911 | jhliangje@gmail.com | +65 98576288 / 6802 8728
PROFESSIONAL EXPERIENCE
AIA Singapore Pte Ltd. May 2016 – Present
High Networth Client Personal Wealth Manager, USA Million Dollar Round Table (MDRT)
Qualified Professional Member 2017
Key Achievements include:
• January 2017 Secured the S$ 9.6 million Sum Assured Investment Linked Policies with High
Networth Clients.
• August 2016 Secured the S$ 2.4 million Sum Assured Investment Linked Policies with High
Networth Client. Expanding the High Networth Clients in Singapore, China and Malaysia for AIA
Singapore Pte Ltd.
• Secured the promotion from Financial Services Consultant to High Networth Client Personal
Wealth Manager, Million Dollar Round Table Achiever within three months of working with
AIA Singapore Pte Ltd.
Al Masah Capital Asia Pte Ltd, Private Equity Firm. February 2015 – August 2015
Director
Key Achievements include:
• August 2015 Secured the US$ 30 million investment in Healthcare MENA Limited with a
China PE Group with US$ 200 billion Asset Under Management. This is a 20-year strategic
investor relationship.
Other transactions include:
• August 2015 Secured the Chinese Family Office CEO relationship in China, Hong Kong,
Singapore and Malaysia to cooperate in new private wealth management business revenue
generation with Chinese High networth clients such as the CEOs of USA listed China
Corporations to invest US$ 10 million in end Q4, 2015.
• Jun - Aug 2015 Initiated the discussion with a a Chinese Financial Advisory Investment
Platform Group based in Shanghai, China to look at the Wealth Management Collaboration
to secure the investment of Chinese high networth clients with a potential initial US$ 50
million investment.
• Feb – Aug 2015 Expand the private wealth management business by working with the
Chinese high networth private wealth individuals with US$ 100 million or more networth
within my network in Zhuhai, Guangdong, Wuhan Hubei, Hong Kong, Shanghai and Beijing.
MUNIVEST PTE LTD, A Private Company, MALAYSIA. July 2005 – Dec 2014
Self Employed Consultant
Key Achievements include:
• 9 Years of competent consulting on Accounting & Financial Statement Analysis, Law of
Trust and Tax Advice on investment, Professional Investment asset allocation, Investment
Compliance & Legal Advice on family & estate governance, Contracts and Trust Deeds.
• Marketing to and Managed 15 high networth clients’ each of financial assets to S$500K ..
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COHEN BROWN MANAGEMENT GROUP ASIA PTE LTD July 2003 – June 2005
Training Consultant, Financial Services Industry
Key Achievements include:
• Acquired Hong Leong Bank as a new Consulting pilot client in Sales and Service Excellence
in 2004.
• Acquired The KB BANK’S Sales & Service Consulting Contract after Conducting research
with KB Bank in Seoul, South Korea on their needs of Retail Banking Sales Force
Effectiveness and Sales Leadership in 2004 and made recommendations on the possible
sales and service transformation consulting solutions. Dr.Marty Cohen personally rated the
consulting research as good.
Other transactions include:
• Facilitator of Cohen Brown Training Programmes in Asia in Extraordinary Sales Leadership
Programme for the executive management of DBS, OCBC & UOB
• Proactive Relationship Management (PRM) Lab of Private Banking for Barclays Private
Bank in Hong Kong and Singapore.
AVIVA LIMITED, SINGAPORE Dec 2001- July 2002
Market Manager, Bancassurance
Key Achievements include:
• Structured and sold US$ 50 million of a 50% European Small Cap Equity and 50% A-rated
Bank 5-year zero-coupon bond for capital principal protection Investment Linked Insurance
Policy and successfully launched the US$50 million fund of sales in Singapore.
ABN-AMRO BANK N.V., SINGAPORE May 2000 - March 2001
Vice President, Corporate Banking, Relationship Manager
Key Achievements include:
• Contributed SG$ 5.5 million corporate banking revenue per annum to the bank. Equivalent
to 700% revenue increase focusing on the MNC Oil & Gas Industry.
• Closed in December 2000 the Caltex Corporation US$ 900 million club deal as a
relationship bank with upfront fees by dealing with the Chief Financial Officer (CFO).
• Other transactions include:
INDUSTRIAL BANK OF JAPAN ASIA LIMITED, HONG KONG July 1997- Apr 2000
Associate Director, Fixed Income Institutional Sales
Key Achievements include:
• Sold US$ 30 million of a US$ 400 Million of investment grade Malaysian Government
guaranteed US$ bonds to Singapore Government Investment Corporation (SGIC).
• Secured as the team leader an UOB Singapore’s commitment to underwrite US$ 25 million
of a US$ 100 million primary loan of PT Bukaka of Indonesia.
• Increase the sales revenue three times for IBJ Asia modelled on the US Investment Bank.
• As the Head of Asian Sales built the wealth management business from zero base to a
respectable business contributing 300 to 400% revenue versus costs in Asia.
• Established the bank as an emerging market investment house and the clientele base in
Asia. Increased the Asian sales revenue by 300% of Closed Ended Investment Funds of
EMLIP Unit Trust Fund, Regent Russian Debt Fund, Collateralised Bond Obligations Fund.
3. 3
EDUCATION
MBA, IMD International Management Development Institute, Lausanne, Switzerland
Excelled in Corporate Financial Statement Analysis & Corporate Finance and Corporate Strategy
Consulting.
• Strategy Consulting Skill: Conducted the Swiss Watch Industry Competitive Analysis to
identify the KSFs of the industry, Company Analysis to analyse the competitive KSFs and the
Issue Analysis of Tissot & Company, recommended the fixed cost reduction to the Company,
reorganisation of the sales force to generate the revenue which was implemented.
Bachelor of Laws LL.B., (Honours), University of London, England
• Excelled in Company Law especially on Corporate Governance legislation and rules of UK.
• Law of Trust, Taxation, Contract Law, Land Law, Family Law, Law of Succession, and Tort.
Bachelor of Science B.Sc. Electronics, University of Kent, Canterbury, England
• Specialised in IT software, Communication Engineering, Electronics to medicine.
Monetary Authority of Singapore (MAS) registered Financial Advisor
Singapore College of Insurance Certificate (Life Insurance) & ( Health Insurance) Financial
Advisor
• Singapore Capital Markets Financial Advisory Service (CMFAS) M5 – Rules and Regulations For
Financial Advisory Service 75% and above passed on 4th
March 2016.
• Singapore Capital Markets Financial Advisory Service (CMFAS) M9 – Life Insurance and Investment-
Linked Policies 70% and above passed on 19th
February 2016.
• Singapore Capital Markets Financial Advisory Service (CMFAS) M9A – Life Insurance and Investment-
Linked Policies Part Two 70% and above passed on 30th
March 2016.
• Singapore Capital Markets Financial Advisory Service (CMFAS) Health Insurance 70% and above
passed on 4th April 2016.
• Singapore Capital Markets Financial Advisory Service (CMFAS) Personal General Insurance 70% and
above passed on 24th January 2017.
PROFESSIONAL SKILLS
• Language Skills : English (Native), Chinese Mandarin & Cantonese & Fujian (Native), Malay &
Bahasa Indonesia ( Native), French & German ( Business Conversation)
! Training Skill: US COHEN BROWN MANAGEMENT GROUP Certificate of Achievement of Results
Consultant Performance Training to build a Sales and Service Culture, LA, California, USA.
! Professional Skills: USA 2017 Million Dollar Round Table (MDRT) Qualified Member
! General Securities Registered Representative (RR) Series 7 Examinations (88% score). (90%
score) top scorer in Singapore.
! US National Futures Association's Commodities Futures Registered Representative Series 3
Examinations (90% score)
! US State Law (State Blue Sky) Examination for RR Series 63. (88% score)
! The Institute of Banking & Finance, Singapore DEALER’S REPRESENTATIVE EXAMINATION on
the SGX Listed Shares regulations.
