Maydelyn Ng
Marketing Associate at Bank of Singapore, Asia's Global Private Bank- Claim this Profile
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Bio
Credentials
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RNF
Monetary Authority of Singapore (MAS)Dec, 2017- Nov, 2024 -
CACS paper 1 & 2
The Institute of Banking and Finance (IBF)Apr, 2017- Nov, 2024
Experience
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Bank of Singapore, Asia's Global Private Bank
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Singapore
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Financial Services
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700 & Above Employee
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Marketing Associate
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Nov 2017 - Present
• Supervise & administer clients’ portfolio to ensure full compliance to all guidelines. (Eg, AI, W8-BEN, US person restrictions, etc) • Perform cash & liability management such as loan drawdown, loan rollover, FX for settlement & money transfers • Manage all clients communications effectively & promptly • Quote & execute trades for suite of financial instruments such as equities, fixed income, mutual funds, FX & derivative products • Regular check on client’s margin to ensure that they are healthy and arrange for immediate rectification in the event of margin calls, limits excesses • Perform annual credit reviews for all clients with lending & trading facilities • Perform periodic reviews for all clients on timely basis • Inform & manage corporate actions in clients’ portfolio • Constant upgrade of oneself to keep up with the constant changes in bank’s systems & procedures • Maintain knowledge on all bank products so as to provide prompt services to clients • Liaise with various teams to ensure smooth on boarding of accounts (from KYC procedures to documentation). • Participate in various focus group discussion for improvement of systems, process and procedures and perform User Acceptance Testing (UAT) for new systems. • Mentor & guide new hires on daily BAUs, bank processes and client management • As a team coordinator, disseminate information like credit reviews, periodic documentation outstanding, product downgrade reports and other matters to RMs & ARMs for follow-up • Assist team head with admin matters like basic AML checks on potential clients, organise team gatherings, collate adhoc reports (new accounts opened in 2020), etc • Stand-in to cover colleagues who left the bank for their respective RMs while waiting permanent hires to join the team Show less
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NAB
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Australia
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Banking
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700 & Above Employee
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Private Client Associate
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Jul 2015 - Nov 2017
• Proactively assist RMs to service existing high net-worth clients (above AUD 500k) on their accounts via email, phone and face-to-face in a professional & timely manner • Active acquisition of new clients through referrals from existing clients & perform necessary account opening documentation • Worked with RMs, investment specialists and relationship service team to aid clients’ in better managing clients’ wealth planning needs • Assist RMs in monitoring collaterals & executing margin calls on clients to safeguard the bank’s interest and present clients’ with timely market information. • Prepare and process lending documentation and instructions (partial capital reduction, loan currency switch) from clients • Closely monitor & chase up overdue loan payments with the respective clients via various communication modes to ensure payments are fulfilled by the proposed deadline. • Write-up to credit manager for various lending request from clients (eg. discharge of cross-collaterised properties, extension loan facility disbursement) • Assist RM to liaise with client, lending specialists on documentations & balance equity to ensure smooth loan disbursement. • Processing customers’ daily deposits instructions (TD roll-over, interest rate improvement, TD withdrawal, Call account transfer, etc) • Prepare and check investment documentation and instructions from clients • Performs AML and KYC for new on-boarding clients and existing clients to ensure internal guidelines & procedures are in compliance and properly documented • Engage in meetings with various departments to propose solutions to improvise work processes and procedures • Seek for approvals from head of department for special request(s) by customers (eg waiver of loan late penalty fees, approval for account(s) statements re-printing & waiver reprinting fees) • Perform proper documentation and filing for miscellaneous administrative stuff Show less
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OCBC
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Singapore
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Banking
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700 & Above Employee
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Customer Service Officer
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Sep 2011 - Feb 2015
• Phone or face-to-face with customers to inform them on various banking matters like incorrect remittance details, late payment, update of personal details, etc • Handle emails and phone calls of internal departments on operational matters • Perform call-backs with various customers to verify huge amount transactions (TT, cheques, authorization to debit) or instructions. • Perform due diligence through identifying & monitoring of suspicious transactions and report to relevant within given time frame • Handle & resolve customers’ complaints on banking matters via various communication modes (Gift & face-to-face customers) • Approval of various transactions performed by tellers (account transfer, ATM application, • Check & rectify account openings by financial consultants to ensure it complies with account opening guidelines (eg, E-name checks, US tax residents) • Seek for approvals from respective departments for special request(s) by customers (eg waiver of fees and charges) • Process outward remittance as well as some special approvals inward remittance • Cash handling • Conduct high-risk client check (E-name checks) on company to ensure it complies with banking guidelines and assist on corporate clients’ enquires (Eg Company’s change of directors) • Reconciling control stock (such as ATM cards, cashier’s orders, Fixed Deposit advices, demand drafts of various currencies, cheque books) Show less
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Education
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2012 - 2016
Singapore Institute of Management (Unisim)
Bachelor in Science (Finance), Finance, General
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