Katherine Chua

As a member of the Morgan Stanley at Work Global Private Market Relationship Management team, I am responsible for cultivating, advising, managing, and growing client relationships at all stages of their private life cycle. This includes working with early-stage and pre-IPO companies, as well as managing their corporate activities, such as liquidity offerings, and other equity-related transactions. I previously managed some of our clients from North America and EMEA, but for the past two years, I have focused exclusively on the APAC region.

As a Client Relationship Manager in our Equity Plans Solutions Team, I manage a portfolio of Link's equity plan clients by understanding, anticipating, and managing their needs and expectations while maximizing client satisfaction, loyalty, and revenue potential. Responsible for premium delivery of services to Link's clients and their employees. First, and (in some instances, the only) point of contact for all client matters, to ensure all equity plan tasks achieve the desired outcomes and manage companies in administering their plans in accordance with Plan rules.

As a Client Services Manager at ZTI, I am the point of contact for the company's clients. In this role, I am responsible for analyzing the financial position of clients, assisting in structuring financial strategies, coordinating with banking partners, assembling loan structures based on the strategy, monitoring the clients' strategy, structuring SMSF set-up and loan, acting as a sales/task administrator, and acting as a marketing consultant to generate prospective clients. As a Client Services Manager, my aim is to help others achieve their financial and business goals. My relationship management skills, my dynamic personality, and dedication to providing high-quality financial services support allow the company and its clients to see results quickly.

I was responsible for promoting the company's services to prospecting clients in need of financial planning services. I qualified clients in accordance with their financial position and set up appointments with financial consultants, mortgage brokers, or financial planners for monitoring. Additionally, I performed bookkeeping every end of the month, along with the marketing role. In this role, I demonstrated good personal judgment when assessing customer needs, providing confident reasoning on a face-to-face basis when explaining why decisions have been taken. I also proactively developed and strengthened customer relationships, with strong communication, to sufficiently support their needs at every stage.

As an appointment setter at Residential Projects Australia, I was responsible for cold canvassing of prospects to qualify and promote services throughout NSW, VIC, QLD, and SA. I took information from potential customers to assess their needs. I worked with a database of customers to secure appointments with our membership consultants.

I worked as Speech Craft Member, and Student Club Receptionist. I've assisted students with housing needs, partnered with establishments, and organized school activities. Assisted with clerical needs, including answering telephone calls, performing database management, and drafting correspondence. Greeted students and visitors, provided information, and directed them to appropriate personnel for maximum team efficiency.

I was part of the team that organized the 27th Confederation of Asia Pacific Chamber of Commerce and Industry Conference. Additionally, I was part of the team that conducted the 1st Philippine-China Trade and Investment Forum, and I also participated in organizing the events leading to the Cebu Business Month 2013. I helped develop and execute plans for campaigns, including budget issues, venue, contract negotiations, and worker safety.