Natalie Ho

Energizer
DISC Type : I

Head of Asia Equity Operations Change and Strategy at Morgan Stanley

Hong Kong, Hong Kong SAR

Overview

Natalie is a results-oriented professional with over 14 years of experience in management consulting and strategic transformation in Hong Kong and London. At Morgan Stanley, she drives digital, organizational, and process changes, drawing on her experience at top firms like Credit Suisse and PwC. She is a graduate of The London School of Economics and Political Science.

Natalie holds dual certifications as a Certified Public Accountant (CPA) and a Certified Anti-Money Laundering Specialist (CAMLS), combining financial expertise with deep regulatory knowledge.

Personality Overview

Relationship Oriented

Informal

Enthusiastic

They are friendly, approachable and love to make new connections.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Business Transformation
Her current role at Morgan Stanley and entire career focuses on driving strategic change and transformation for major financial institutions across Asia and Europe.
Operating Model Design
She has extensive experience designing and implementing Target Operating Models, having led this capability for Global Wealth Management during her time at Credit Suisse.
Regulatory Strategy
Holds a Certified Anti-Money Laundering Specialist certification and has a background in helping firms mitigate regulatory effects and ensure compliance from her time at PwC.

Media Appearances

Natalie has no verified media appearances

Work History

1-2024
Head of Asia Equity Operations Change and Strategy at Morgan Stanley
11-2021 - 1-2024
Vice President, Global Wealth Managment at Credit Suisse
6-2018 - 10-2021
Program Manager, Operations Transformation at Deutsche Bank
4-2016 - 6-2018
Manager, Capital Markets Consulting at PwC
11-2013 - 2-2016
Manager, Management Consulting at KPMG

Education

Bsc. (Hons.) from The London School of Economics and Political Science (LSE)

More Information

Social Presence :

Prographics :

Exp : 12 Location : Hong Kong, Hong Kong SAR Job Level : Mid-senior Designation : Head of Asia Equity Operations Change and Strategy at Morgan Stanley
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Insights For Selling To Natalie

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Natalie is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Natalie

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Natalie move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Natalie take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Natalie

Personality Compatibility


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