Jane Toh

Experience

• 

  ABN AMRO Bank N.V.

  Aug 2011 - Jan 2017

  • Provide support to Senior Relationship Manager, specialising in high net worth clients for the Indonesian market.• Perform account openings, closures, update checklists and interface with client.• Daily maintenance of account relations by understanding client’s requirements.• Initiation of client’s instructions, monitoring funds for payment, preparing clients’ fax instructions, forms and loan disbursement instruction.• Conduct controls related duties such as call back on client’s payment instructions and placement of trades on structured products and FX related trades.• Carry out reviews to ensure regulatory compliance including updates on client’s KYC profiles.• Partner client, Business Support and service providers to ensure timely transaction processing and service delivery of client’s requirements.• Processing credit reviews, investments, deposit transactions and special projects e.g. undertaking of loan. Show less • Provide support for business management and support unit by conducting internal control functions to verify the adherence of executing Outgoing payments, FX transactions, securities and structured products trades by the client facing staff• Involve in outgoing payment call confirmation as a independent third party between client and client facing staff• Conduct verification against recorded conversation that trades are executed in accordance to clients’ instructions • Prepare review reports to highlight to the attention of PC SG Management on any inconsistency or lapses (if any) found during the periodic review performed• Provide administrative support for respective relationship managers Show less

  • Assistant Private Banker

    Oct 2013 - Jan 2017

  • Internal Control Officer

    Aug 2011 - Oct 2013
• 

  DBS Bank

  Jan 2017 - Mar 2017

  Assistant Relationship Manager
• 

  Julius Baer

  Mar 2017 - Jul 2023

  Account Manager
• 

  UBS

  Jul 2023 - now

  Client Account Manager