Jessica Lee

Jessica Lee

Assistant Manager

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location of Jessica LeeHong Kong, Hong Kong SAR

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  • Timeline

  • About me

    Account Manager at Euroclear

  • Education

    • Sook Myung Women's Univ

      2002 - 2006
      Bachelor's degree Culture and Tourism
  • Experience

    • Crédit Agricole CIB

      Sept 2006 - Jun 2013
      Assistant Manager

      - Worked in Treasury back office mostly covering bond settlement and reconciliation of cash flows in clients' accounts. - Managed the execution of settlement and money transfer instructions. - Having a multi-tasking skills by processing the clients' instructions while answering clients' queries via phone and e-mails.

    • Euroclear

      Jul 2013 - Sept 2016
      Client Services Manager

      - As a single point of contact from clients, solve the problems that clients have on daily basis in their investment portfolios. - Covering all products and services that Euorclear provide to the clients such as Settlement, Money transfer, Securities lending and borrowings, Corporate actions, Income and etc. - As a senior member of client service team, covered my own dedicated accounts who are biggest clients from SE Asia market. - Fully focused on clients' need and facilitate clients' request regardless of tight schedules and deadline by effective communications with internal parties. Show less

    • Societe Generale Corporate and Investment Banking - SGCIB

      Oct 2016 - Apr 2020
      Client Relationship Manager

      - Single point of contact for clients mainly for Korean and Singapore market.- Focused on post trade service for cross asset (OTC Derivatives, Fixed Income, Delta 1)- Having on-site visits to clients to listen to clients' voice and work with internal stakeholders to improve SG's service.- Build and maintain sound relationship with APAC clients and fulfill their satisfaction in all sector of post-trade service. - Help the processing of digitalization of the company by onboarding clients into SG's online platform. Show less

    • Euroclear

      Jan 2021 - now
      Account Manager

      - Covering Korean clients mainly. - Providing solutions for all post-trade services such as Income, CA, Settlement, Triparty, Funding, Tax, E-paltforms, etc,. - Building a sound relationship by having business meetings and seminars in order to secure Euroclear’s market share. - Fully involved in clients accounts daily activities by proactive monitoring to ensure smooth circulation of their assets.- Ensure that all operational procedures are strictly followed to ensure consistent service level.- New client and new business on-boarding across all Euroclear services. Show less

  • Licenses & Certifications

    • Certified Yoga Teacher (RYT)

      Yoga Alliance
      Sept 2019