Experience

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  The vibrant readers

  Dec 2015 - Jun 2017

  Tuition teacher

  1. Guided Primary School Children in their school works2. Monitored of individual students' progress3. Improving student's writing and speaking skills

• 

  Bee cheng hiang

  Jan 2016 - Mar 2016

  Sales assistant

  1. Be involved in stock control and management2. Being responsible for processing cash and card payments3. Gave advice and guidance on product selection to customers

• 

  Simon realty

  Jul 2017 - Dec 2019

  Real estate negotiator

  1. Rent, buy or sell property to clients2. Interviewed prospective clients, accompany clients to property site3. Drew up the real estate contracts

• 

  Minsure solutions

  May 2020 - Jul 2020

  Financial planning intern

  1. Investment and wealth accumulation2. Risk advisory and insurance3. Estate and trust manangement

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  Hong leong investment bank

  Aug 2020 - Oct 2020

  Clerical admin, compliance

  Assist in monitoring AML transactions/ alerts with internal policies and comprehensive compliance risk assessment and highlight for escalation if unusual activity indicated.

• 

  Euroclear fundsplace

  Oct 2020 - now

  Business Setup, Migration and Transfer Team- Project management and execution for all migration and mainstream transfer activity for client of MFEX (GFP).- Ensuring the team memebers maintain high quality performance on accounts setups, adhering to agreed timelines.- Managed risk documents and updated operational procedures regularly.- Enforce escalation protocols and report to higher management accordingly. - Facilitate operatinal improvements through system automation and knowledge sharing. - Mentor new team members, provide constructive feedback and guidance to enchance team productivity. Show less Processing Team - Confirmation, Cash and Corporate Action- Lead and perform end-to-end trade confirmation and trade booking processing within cut-off times through the GFP system, email, or phone.- Ensuring all payments are processed correctly and settled within cut-off times.- Perform daily cash and Nostro reconciliations including investigating and resolving queries between Transfer Agents and clients. Resolve the root causes and take corrective action to prevent repeat events.- Ensure all corporate action bookings are done accurately and timely. All clients are informed on events such as mergers, liquidations, AGMs, etc.- Handle escalation queries received from Transfer agents, Fund managers, and Clients.- Perform leadership by providing process training to analysts, and tracking individual performance targets. Show less

  • Manager

    Feb 2025 - now

  • Assistant Manager

    Jul 2023 - Feb 2025

  • Senior Analyst

    Apr 2022 - Jul 2023

  • Analyst

    Oct 2020 - Apr 2022