Emmanuel Burdet
Kuala Lumpur
Summary
Accomplished professional with expertise in strategic business development and market entry, asset and wealth management exceeding USD 100 million, and regulatory compliance across multiple jurisdictions including MAS, SC Malaysia, and Swiss FINMA. Demonstrates proficiency in cross-cultural client relationship management, fund management, product structuring, and Islamic finance advisory. Proven track record in team leadership and institutional brand building, complemented by multilingual communication skills in French, English, German, Malay, and Indonesian. Adept at strategic business unit setup and committee leadership with a focus on marketing strategy development. Committed to driving business growth through executive leadership and innovative sales strategies.
Overview
1
1
Language
1
1
Certification
30
30
years of professional experience
Work history
Chief Executive Officer
JIA AM Sdn Bhd
Kuala Lumpur
01.2019 - Current
- Drove licensing process to register Jia Am as fund management company.
- Owned corporate strategy, assembled senior local team, and advanced proprietary fund products.
- Directed institutional partnership development and cultivated high-net-worth and institutional client pipeline.
- Steered complex project management, ensuring timely delivery on commitments.
- Negotiated high-value contracts for significant profitability increase.
- Boosted employee morale with proactive communication and positive leadership.
- Directed human resources activities to enhance employee productivity.
- Fostered organisational growth for establishing a strong market presence.
- Launched new business lines to diversify revenue streams.
- Championed product innovation for competitive differentiation in the marketplace.
- Oversaw risk management, mitigating potential business threats.
- Managed risk profiles to maintain acceptable levels in line with board requirements.
- Advised on annual budgets and financial strategy to achieve company targets.
- Took feedback from employees to develop internal policies for positive company culture.
- Maintained organisational compliance with applicable legislation and regulations.
- Created and led successful business culture focused on performance.
- Worked with board of directors to establish objectives and decisively lead operations.
- Partnered with management team to optimise operations and reduce costs.
Board Member & Strategic Advisor
Jupiter Investment Asia Group
Singapore
01.2019 - 08.2026
- Provide strategic guidance on market positioning, regulatory alignment, and regional expansion across ASEAN.
- Fostered an environment conducive for innovation, stimulating company growth.
- Chaired committee meetings for productive discussions and deliberations.
- Improved board meeting efficiency by streamlining decision-making processes.
Chief Representative & Partner
PT Lumen Capital Investors Representative Office
Jakarta
09.2016 - 12.2018
- Launched and led operations in Jakarta, promoting brand visibility and cross-border investment flows.
- Crafted effective sales strategies, contributing to increased profit margins.
- Developed a strong company culture by implementing leadership development programmes.
- Established new partnerships for enhanced industry reach.
- Streamlined internal processes to enhance work efficiency across teams.
- Secured key client accounts for sustained firm growth.
- Orchestrated successful marketing campaigns to increase brand visibility.
Founding Partner
Lumen Capital Investors Pte Ltd
Singapore
08.2011 - 12.2018
- Co-founded and scaled a boutique wealth management firm, achieving USD 90 M AUM within 18 months and maintaining USD 100 M thereafter.
- Led strategy, client acquisition, and product innovation focused on Malaysia and Islamic finance.
- Ensured full compliance with MAS regulations and cross-border reporting.
- Pioneered customer-centric initiatives, improving client satisfaction levels.
- Identified potential investment opportunities, resulting in portfolio diversification.
- Developed strategic partnerships, bolstering the company's market position.
- Developed key operational initiatives to drive and maintain substantial business growth.
Chief Representative & Partner
Lumen Capital Investors Representative Office
Kuala Lumpur
03.2012 - 09.2016
- Established and managed the firm’s legal presence in Malaysia.
- Built relationships with MIDA and Labuan FSA; conducted Islamic finance market analysis.
- Oversaw orderly closure following strategic refocus toward Indonesia.
Senior Relationship Manager, Private Banking
Bank Julius Baer & Co Ltd
Singapore
01.2008 - 01.2011
- Member of the inaugural Singapore private banking team; managed European and Middle Eastern client portfolios.
- Doubled AUM from USD 100 M to USD 200 M within a year.
- Enhanced customer satisfaction through prompt issue resolution.
- Presented regular reports to senior management, providing insight into customer trends.
- Utilised CRM software for efficient communication management.
- Developed new business with strategic outreach efforts.
- Assessed potential risks in client portfolios, ensuring financial stability.
- Monitored market trends and adjusted strategies accordingly.
- Advised clients on investment opportunities for wealth maximisation.
- Participated in industry events to foster professional connections.
- Managed client portfolios for optimal growth.
- Strengthened client relationships by conducting regular review meetings.
Relationship Manager, Private Banking
Bank Piguet & Cie S.A.
Geneva & Dubai
01.2006 - 01.2008
- Opened and managed the Dubai representative office; built and led a 10-person team.
- Expanded AUM to USD 500 M in the first year; served on the Geneva Investment Committee.
- Delivered comprehensive portfolio reports to clients, kept them updated on their investments performance.
- Built strong rapport with clients by conducting regular review meetings.
- Analysed emerging market trends, provided informed investment advice to existing clientele.
- Enhanced brand reputation with the provision of exceptional private banking services.
- Enforced compliance with financial regulations and fraud detection techniques to safeguard against suspicious activity.
- Prepared engaging presentations to clients, showcasing value propositions and solutions.
Relationship Manager, Private Banking
Credit Suisse A.G.
Geneva
01.2002 - 01.2005
- Managed UK and Irish private clients; promoted structured investments and advisory products.
- Ensured regulatory compliance in all transactions, ensured smooth operations.
- Delivered comprehensive portfolio reports to clients, kept them updated on their investments performance.
- Promoted new products and services based on individual client needs.
- Built strong rapport with clients by conducting regular review meetings.
- Collaborated closely with other departments to deliver seamless service experience for clients.
Relationship Manager, Retail Banking
Credit Suisse A.G.
Geneva
01.1997 - 01.2002
- Delivered investment advisory services to onshore private clients.
- Mentored apprentices and junior bankers under the talent development program.
Skills
- Strategic Business Development & Market Entry
- Asset & Wealth Management (AUM > USD 100 M)
- Regulatory Compliance & Licensing (MAS, SC Malaysia, Swiss FINMA)
- Cross-Cultural Client Relationship Management
- Fund Management & Product Structuring
- Islamic Finance Advisory
- Team Leadership & Institutional Brand Building
- Multilingual Communication (French, English, German, Malay, Indonesian)
- Strategic business unit setup
- Regulatory compliance knowledge
- Committee leadership
- Marketing strategy development
- Executive leadership
- Business development
- Sales strategy development
Certification
- Capital Markets Services Representative License (CMSRL) – Securities Commission Malaysia (ECMSRL/C648/2022)
- Representative License – Monetary Authority of Singapore (No. BEX 200158187)
- Swiss Federal Certificate in Banking – CFC Banque, Lausanne (1993–1996)
- Bachelor’s in Banking Proficiency – Credit Suisse Business School, Zurich (2003–2004)
- Certificate in Derivatives & Options Strategies – Credit Suisse Business School (2002)
- Diploma in Business – École Commerciale de Lausanne (1991–1993)
- College Diploma – Préverenges School, Switzerland (1991)
Additional Information
Languages: French (native), English (fluent), German (intermediate), Malay & Indonesian (basic)
Additional information
- Leadership: Served in the Swiss Army, developing strategic and operational discipline.
- Global Network: Extensive connections across private and public sectors in Switzerland, UAE, Singapore, Malaysia, and Indonesia.
Timeline
Chief Executive Officer
JIA AM Sdn Bhd
01.2019 - Current
Board Member & Strategic Advisor
Jupiter Investment Asia Group
01.2019 - 08.2026
Chief Representative & Partner
PT Lumen Capital Investors Representative Office
09.2016 - 12.2018
Chief Representative & Partner
Lumen Capital Investors Representative Office
03.2012 - 09.2016
Founding Partner
Lumen Capital Investors Pte Ltd
08.2011 - 12.2018
Senior Relationship Manager, Private Banking
Bank Julius Baer & Co Ltd
01.2008 - 01.2011
Relationship Manager, Private Banking
Bank Piguet & Cie S.A.
01.2006 - 01.2008
Relationship Manager, Private Banking
Credit Suisse A.G.
01.2002 - 01.2005
Relationship Manager, Retail Banking
Credit Suisse A.G.
01.1997 - 01.2002