Experience

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  Toyota Financial Services Singapore

  • Assistant Manager

    • May 2024 - Present

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  SeaTown Holdings International

  • Associate Director

    • Apr 2023 - Apr 2024

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  Citi

  • Client Services Manager

    • Jun 2018 - Apr 2023

    - Provides excellent service to corporate clients within Securities and Fund Services.- Monitoring of clients’ trades and cash flows.- Informs clients on any Corporate Action events, which they are entitled.- Assists clients in the queries pertaining to their custody accounts and products that Citibank provides.- Assists Client Executives (CE) in any queries which clients raise directly to them.- Work closely with CE to resolve in clients’ issues/queries pertaining to their custody accounts.

  • Implementation Manager

    • Aug 2016 - May 2018

    - Provides advice and guidance to corporate clients on account opening documentations and also assist to guide them in completing all documentations.- Proactively engage with internal teams to streamline processes and resolves issues pertaining to account opening.- Works with internal stakeholders to ensure smooth onboarding of clients.- Works with our sub-custodians in other countries to resolve documentation issues and resolves any issues or clarifications from clients.- Involves in projects to implement new products to existing corporate clients.

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  State Street

  • Client Service Manager

    • Oct 2014 - Aug 2016

    - Provides inquiry and operational support to internal and external clients on complex, high risk asset servicing functions.- Proactively engage with, resolve a broad range of questions for, and carry out processing work to resolve a variety of requests for internal and external clients.- Engage in exception resolution process; proactively resolves inquiries and exceptions on a case by case basis by working with functional teams and State Street colleagues.- Perform operational task as necessary.- Track and conduct research using internal and external sources to respond to, and resolve, complex inquiries and issues.- Maintain accurate records of research, follow up and client interaction.- Liaise with the operations teams to solve processing problems. Identify the need for escalation of issues.- Proactively identify service issues with client facing impact and bring them to the attention of the appropriate parties for resolution.- Provide training and guidance to less experienced Client Service Representatives.- Initiate communication to clients on complex asset servicing matters.- During the source of normal day to day operations, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.

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  Citi

  • Client Service Officer

    • Apr 2013 - Oct 2014

    Provides excellent service to corporate clients within Securities and Fund Services.Monitoring of clients’ trades and cash flows.Informs clients on any Corporate Action events, which they are entitled.Assists clients in the queries pertaining to their custody accounts and products that Citibank provides.Assists Client Executives (CE) in any queries which clients raise directly to them.Work closely with CE to resolve in clients’ issues/queries pertaining to their custody accounts.

  • Securities Processing Analyst

    • Jun 2010 - Mar 2013

    Processed clients’ requests in opening Custody accounts, CDP accounts (including CDI linkage), setting up of outgoing Settlement/Corporate Actions/Account Holding Statement messages, setting up of Funds Transfer Integration (FTI) message for cash account, opening of COPES account for Depository Agent (DA) clients and facilitates opening of Account Receivable (AR) within the agreed service level time.Responded to enquiries of the Custody Account Opening Processes and system set ups Liaised with internal and external stakeholders, such as Technology, Implementation team, Client Service team, etc, within the business that will enable greater understanding of our custody products and services.Initiated and participated in UAT on for custody system’s enhancements.Oversaw a successful migration of team’s functions from Singapore to KL, including a 2 month secondment to KL for onsite knowledge transfer.Participated in setting user requirements and performed UAT for a new Regional Customer Relationship Management system implementation.Achievement: Promoted in year 2012.Awarded Arc of Outstanding Performance (Team Award) in May 2012 for process improvement in reduction of trades falling into trade repair queue.Awarded Arc of Outstanding Performance (Team Award) in Apr 2011 for successful implementation of efficiency in Account Opening process.Awarded Arc of Outstanding Performance (Team Award) in Jan 2011 for successful implementation in opening custody accounts for a top SFS client.

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  ExxonMobil

  • HR Administrator

    • Dec 2009 - May 2010

    During my short stint with ExxonMobil, I served as an HR administrator for recruitment section. In this role, I had liaised with various business managers and candidates in order to meet the company's business needs.

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  Ministry of Manpower

  • Finance Officer

    • Jul 2005 - Jun 2007

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  Adam Khoo Learning Technologies Group

  • Coach

    • May 2005 - Jul 2005