Experience

Bank of Singapore, Asia's Global Private Bank

• Singapore
• Financial Services
• 700 & Above Employee

• Marketing Associate

  • Jul 2013 - Present

  - Providing client service support to relationship managers (RMs) in the International Desk in building and maintaining successful relationships with new and existing private clients, external asset managers and family offices - Responsible for administrative matters ranging from account opening, ensuring documentations are kept up to date in compliance with policies as well as handling client daily enquiries and requests - Assisting RMs with trade execution while ensuring compliance with investment suitability and monitoring of client cash management Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Client Advisor Assistant

  • Sep 2011 - Jun 2013

  - Assisting relationship bankers in the UHNW Taiwan team with trade rollovers, executing trade orders timely and accurately, following up promptly on clients’ requests and queries and ensuring proper cash management for clients’ accounts - Handling a wide scope of administrative matters, such as supporting the relationship manager in preparing the necessary documentations and observing adherence of risk management standards (e.g. annual KYC and account review performed by stipulated deadline, investment suitability checks have been met for trades and credit reviews etc) Show less



DBS Bank

• Singapore
• Banking
• 700 & Above Employee

• Relationship Officer

  • Jun 2007 - Sep 2011

  - Support relationship managers (RMs) in the North Asia team in providing service to clients to achieve client retention and growth - Assisting RMs on the sales front, such as liaising with clients on trade initiation and rollovers together with investment counsellors or linking clients up with relevant product advisors to give updates on products performance and market outlook - Handling of administrative matters, including ensuring completion of account opening documentation, ensuring timely transaction processing and delivering prompt responses and solutions to clients’ queries and requests Show less



ABN AMRO Bank N.V.

• Netherlands
• Banking
• 700 & Above Employee

• Client Service Officer

  • Jun 2006 - Jun 2007

  - Handling any issues or enquiries raised by corporate clients and financial institutions related to Treasury trade activities in a timely and professional manner, from trade execution to settlement - Preparing FX and FX Options mark-to-market reports and audit confirmations for clients - Investigation of NOSTRO account cash breaks and handling claims negotiation - Tracking and ensuring receipt of outstanding confirmations for Treasury products to minimise operational risk - Handling any issues or enquiries raised by corporate clients and financial institutions related to Treasury trade activities in a timely and professional manner, from trade execution to settlement - Preparing FX and FX Options mark-to-market reports and audit confirmations for clients - Investigation of NOSTRO account cash breaks and handling claims negotiation - Tracking and ensuring receipt of outstanding confirmations for Treasury products to minimise operational risk