Leo Wong
Partnership Services Specialist at St. James's Place – Asia & Middle East- Claim this Profile
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Cantonese Native or bilingual proficiency
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English Full professional proficiency
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Mandarin Full professional proficiency
Topline Score
Bio
Experience
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St. James's Place – Asia & Middle East
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Singapore
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Financial Services
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300 - 400 Employee
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Partnership Services Specialist
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Jul 2023 - Present
- Provide resolution for partner on any missing fee/Client Transfer/BSP/Internal System Issue throughemail/call- Facilitate Partner BSP Process (Loan Term negotiation/ Loan Agreement Drafting/ BSPImpact Assessment)- Partner Loan Execution (Ensure partner repayment/ payment restructure are recorded onMonthly Paysheet/ consistently reporting on partner repayment performance and reporting toline manager)
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Partnership Services Coordinator
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Jul 2021 - Jun 2023
• Report on Partner Performance and Financial Status i.e. Credit Report, Loan Log• Assist in Partner’s Policies Buy-Sale Purchase Processi.e. Request for Policies Valuation, Loan Agreement Drafting, Collecting Loan Deed Signature• Daily Mailbox Management for Partnership Service Teami.e. Solving Partner’s Queries, Monitoring on Solving Duration• Ad hoc duty from Line Manager
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Hactl - Hong Kong Air Cargo Terminals Limited
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Hong Kong
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Transportation, Logistics, Supply Chain and Storage
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100 - 200 Employee
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Finance Officer
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Dec 2019 - Feb 2020
• Posting and processing journal entries to ensure all business transactions are recorded • Update accounts receivable and issue invoices • Assist company’s stock-taking and construct stocktake report through Excel • Accomplish ad hoc duties assigned by Supervisor • Posting and processing journal entries to ensure all business transactions are recorded • Update accounts receivable and issue invoices • Assist company’s stock-taking and construct stocktake report through Excel • Accomplish ad hoc duties assigned by Supervisor
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Monash University Student Association
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Malaysia
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Higher Education
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1 - 100 Employee
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Monash University Hong Kong Student Association- Treasurer
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Jan 2019 - Nov 2019
• Responsible for handling association’s Income Statement and Balance Sheet • Manage the association’s cash flow and report the financial status to committee members in monthly meetings • Hold meetings with the Chairperson and Event Director to create a budget plan based on the association’s needs and upcoming events • Responsible for handling association’s Income Statement and Balance Sheet • Manage the association’s cash flow and report the financial status to committee members in monthly meetings • Hold meetings with the Chairperson and Event Director to create a budget plan based on the association’s needs and upcoming events
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Education
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Monash University
Bachelor's degree, Banking and Finance