Can you tell us about yourself and your background?
I’m a Director of Distribution at Pallas Capital, responsible for servicing high net worth investors, family offices and institutional investors in Australia and the Asia Pacific.
Fluent in both English and Mandarin, I migrated from China with my family about ten years ago. When I first set foot in Australia, I was instantly drawn in by the pleasant climate and stunning surroundings. Since then, I’ve fallen in love with this patch of land and Melbourne has become my second hometown.
I have an educational background in both finance and law, and have worked extensively in fund management across Asia Pacific during my career.
In addition to being RG146 compliant with ASIC, I’m a Certified FRM-financial risk manager and a Level 3 Chartered Financial Analyst (CFA) candidate. In fact, I was recently fortunate enough to be awarded a CFA women’s scholarship.
How did you come to be part of the Pallas Capital team?
Pallas Capital had already become something of a ‘unicorn’ in Australia’s non-banking industry when I first met with Mark Spring and Craig Bannister (Pallas Capital Executive Directors).
The business boasted many qualities that were highly prized, not just in Australia but internationally.
I was also really attracted to the sincere and responsible attitude Pallas Capital took towards its investors, based on similar principles to my own, so when the opportunity presented itself, I was very happy to join their lovely team to build a bright future together.
What does a typical workday look like for you at Pallas Capital?
At the heart of Pallas Capital’s DNA is self-discipline. Strong time management and multitasking abilities are a must.
Day-to-day, my role is to expand and service our high net worth, family office, and institutional investor base throughout Australia and Asia Pacific. Many of my clients are highly accomplished individuals with demanding time schedules. They’re also often based overseas, which means it can be difficult to connect with them during typical Australian business hours.
From a service perspective, this requires a high level of flexibility, especially when compared to the way traditional financial institutions operate. Fortunately, it’s something which I thoroughly love.
What has been your highlight at Pallas Capital so far?
Pallas is looking to increase its presence within the Chinese community and I’ve been quite involved in that project. It’s an exciting new channel that opens up many new opportunities.
I feel very lucky because our leadership really understands the potential, and is providing the support we need to do everything the right way. It’s all very intriguing.
I am certainly willing to put in the effort with the wider Pallas Capital team, as we wait for the fruits to bloom.
What are your personal goals for 2022 outside of Pallas Capital?
As a Level 3 Chartered Financial Analyst candidate, my personal goal this year is to pass the final level of the CFA exam and become a full Charter holder. Achieving this will allow me to support Pallas Capital investors with an even higher level professional services.
If you would like to speak to Esther email her at firstname.lastname@example.org