Tianbo lu

• Joined as one of the first C-Level in the UK and led on the growth of the business on a global scale.
• Work with the CEO in formulating and implementing corporate strategy. Partnered with Directors on how to optimize their business functions including organizational design, performance management and succession planning.
• Drive the company towards digital marketing and product focused transformation.
• Set up and overlook the firm’s Malaysia, Vietnam, Indonesia and Thailand regional offices; Business acquisition from Laos, Cambodia, MENA, Turkey and Japan.
• Established and leading on the upscale of the global service centre in Kuala Lumpur.
• Worked with directors to implement OKRs and KPIs across all department.
• Initiate and overlook the firm’s Indonesia broker and market maker license acquisition.
• Initiate and build the Zeal group crypto team on the crypto exchange project.

Key Achievements

• 400% ROI on investment in year one across 4 SEA regional offices;
• 100% growth in Year 2 and 80% growth in Year 3 in managed regions
• Global headcount grow from 120 to 500+

• Global business expansion, set up and overlook the firm’s China, Malaysia, Vietnam, Indonesia and Thailand regional offices.
• Sales, Marketing and CS team recruitment and training, management frame work set up.
• Key involvement in group risk management including group cash flow and liquidity oversight, trading exposure management, server and trading technology stability.
• Work closely with Accounting, Trading and compliance departments in meeting firm’s regulatory obligation. Project included BCP, ICAAP, COREP, GDPR, Gabriel and EMIR reporting and Compliance handbook & operating procedures.
• Leading role in group restructure throughout 2017 including significant product revamping, internal system redesign and migration and organisation redesign.

Key Achievements

• Global head count increase from 20 to 120
• 150% ROI in managed regions in year one
• 50% average year on year growth in managed regions

• KPI setting and manage China desk (5 members) BAU.
• Produce in depth reports and analytics in assistance with management decision making
• Carry out KYC and AML training. Regular review of the team’s conduct standard
• Resolved day-to-day queries from introducing brokers, money managers, eligible contract participants, White Labels and etc
• Implemented improved money manager performance fee calculation formula and procedure
• Lead projects including CRM construction (CS team related), partnerships plugin and client portal development, team restructure, and website optimisation.

Key Achievements

• Partnerships admin portal redesign saved 30 man hours per month
• Performance fee calculation process improvement saved 5 man hours per month