Experience

BPI Asset Management Trust Corporation

• Philippines
• Financial Services
• 1 - 100 Employee

• Operations Associate- Records Management and Client Support

  • Feb 2017 - Present

  1. Handles / processes various portfolio managed accounts such as processing a large volume of bond issuances, trades (buy/sell) of Government and Corporate securities, time deposit placements and cancellations, returned investments, security transfer to or from external banks, debiting and crediting client's settlement account and other investment related transactions. 2. Provides remarkable assistance to branch and relationship managers with the internal informations such as details of their clients, schedule of coupon payments, account status, maturity details, computations, documentation,processes and procedures required and other investment related transactions/ queries. 3. Develops an effective strategy to generate updated client details useful in performing daily functions. 4. Performs account maintenance on all amendments of client's records including updating and safekeeping of supporting documentations. 5. Established and maintained a strong relationship with the team, external clients, and other departments/ units. 6. Consistently connects to account referrers/ relationship managers in branches to help them assist their clients queries/ requests. 7. Performs end-of-day checking to ensure all transactions are completely processed and implemented. Show less



Standard Chartered Bank

• Singapore
• Financial Services
• 100 - 200 Employee

• Project Associate

  • Aug 2016 - Nov 2016

  1. Handled all administrative tasks for the project on archiving branch documents. 2. Assisted CSO in submission of documents and prepared necessary reports. 1. Handled all administrative tasks for the project on archiving branch documents. 2. Assisted CSO in submission of documents and prepared necessary reports.



Metrobank

• Philippines
• Banking
• 700 & Above Employee

• International Banking Associate

  • Mar 2016 - Jun 2016

  Prepared booking and trade transactions. Evaluation of documents and processing of transactions. Prepared booking and trade transactions. Evaluation of documents and processing of transactions.