Experience

RHB Singapore

• Singapore
• Financial Services
• 200 - 300 Employee

• Credit Control Executive - Middle Office

  • Apr 2021 - Present

• Credit Control Executive (Contact) - Middle Office

  • Jun 2020 - Mar 2021

  • Monitor and track the expiry dates of collaterals and insurances and perform insurance renewals.• Perform loan maintenances for credit reviews and ensure the timely escalation of overdue credit reviews.• Respond to Business Units’ requests and inquiries within a stipulated timeline.• Monitor compliance of credit facilities with approved collateral margin requirements, including the revaluation of collateral such as shares, bonds, unit trusts, and structured deposits.• Monitoring of collaterals to ensure the adequacy of collateral to cover the Bank’s exposure during the tenure of the facility.• Monitoring and tracking of facility excesses and collateral shortfall. Ensure that the facility excesses are being regularized in the event of a shortfall.• Ensure accuracy, efficiency and meet the agreed turnaround time with the Business Units while avoiding operational risks and losses• Supports the effort to improve productivity and efficiency• UAT Show less



R.E. Lee International, LLC

• Insurance
• 1 - 100 Employee

• Administrative Assistant

  • Jul 2019 - May 2020

  • A middle desk role that works closely with sale representatives, bankers and assists in handling HNW client relations, enquiries and administration tasks • Knowledge and exposure to the full products and services of our wealth management business • Assisting in reviewing client’s portfolio for necessary updates • Assisting in selecting new products and preparing the relevant information kit • Arrange and coordinate client serving for representatives with client or bankers • Conducting all required Know Your Customer (KYC), AML process and account opening documentation Other ad-hoc duties as and when assigned Licensed with active RNF. Show less



Professional Investment Advisory Services Pte Ltd

• Singapore
• Financial Services
• 500 - 600 Employee

• Financial Services Advisor

  • Aug 2017 - Jul 2019

  • Management of client portfolios • Procure leads through cold-calling • Online Marketing through Facebook postings. • Liaise with the client to attend our seminars. • Provide holistic financial advisory service including Insurance, Investment, Financing, Tax Planning, Estate Planning, and Mortgage referral. • Work under the regulatory framework of CRS to service clients through KYC/CDD to give financial advisory based on FHR. • Management of client portfolios • Procure leads through cold-calling • Online Marketing through Facebook postings. • Liaise with the client to attend our seminars. • Provide holistic financial advisory service including Insurance, Investment, Financing, Tax Planning, Estate Planning, and Mortgage referral. • Work under the regulatory framework of CRS to service clients through KYC/CDD to give financial advisory based on FHR.



SilkAir

• Airlines and Aviation
• 200 - 300 Employee

• Flight Attendant

  • Mar 2014 - Feb 2015

  Be vigilant of passenger behaviours and items on board - Ensure the safety of passengers on each flight -Attend to emergency situations - Make sure passenger feels comfortable throughout the trip -Preparation of administrative duties for each flight - Housekeeping Be vigilant of passenger behaviours and items on board - Ensure the safety of passengers on each flight -Attend to emergency situations - Make sure passenger feels comfortable throughout the trip -Preparation of administrative duties for each flight - Housekeeping