Experience

Progressive Global Investment Advisor Limited

• Taiwan
• Banking
• 1 - 100 Employee

• Fund Operation Manager

  • Apr 2014 - Present

   Manage queries from investors, fund administrator and counterparties  Liaise with fund attorney for documents generating or revising to fulfill related Authority request in terms of regulation update; fund document revise  Full responsible on offshore company annually Economics Substance declaration  Support in daily fund operations  Prepare monthly sales report, client shareholdings checking  Perform due diligence on investors, follow up with investors on KYC/AML documents, ensure trade orders are processed  Assist in new funds set up, handle registration process, securities account and bank account opening  Draft and review partnership agreement  Assist partners deal with securities order placing or statement issues  Visit investors periodically Show less



Manulife Asset Management

• Singapore
• Investment Management
• 1 - 100 Employee

• Fund Operation Officer

  • Aug 2013 - Mar 2014

  Support in daily fund operations Perform due diligence on investors, follow up with investors on KYC documents Ensure trade orders are processed Handle account opening for new investor Support in daily fund operations Perform due diligence on investors, follow up with investors on KYC documents Ensure trade orders are processed Handle account opening for new investor



PAM Universal Fund Series SPC

• Administrative Officer

  • May 2007 - Feb 2013

  Recruitment, human resource management Office management Project management Support in daily fund operations Recruitment, human resource management Office management Project management Support in daily fund operations


Bowei Technology Limited
• Administrative Assistant

  • Nov 2006 - Apr 2007