Eugene Yap

Eugene Yap

Frontline Customer Relations Officer(Part time)

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location of Eugene YapSingapore, Singapore

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  • Timeline

  • About me

    Fund Administration Professional | Strong background in Private Bank Operations | Data-Driven Problem Solver | Coffee Enthusiast

  • Education

    • Catholic Junior College

      2005 - 2006
      GCE A Levels Science Stream

      Activities and Societies: NEXUS Club B for MathematicsC for PhysicsC for Economics

    • St Gabriel's Secondary School

      2000 - 2004
      GCE O Levels Mathematics

      Activities and Societies: Student Council, Badminton School Team A1 for Elementary MathematicsA2 for Advanced MathematicsA1 for Combined HumanitiesB3 for Principles of AccountsB3 for ChemistryB3 for PhysicsB3 for Mandarin

    • University of London

      2009 - 2012
      Bachelor of Science Economics & Finance

      Activities and Societies: SIM Economics Society, SIM-Investment And Networking Club Graduated with 2nd Upper(Hons) for BSc Economics and Finance 2nd Upper Grades for Intro to Economics/ Macroeconomics/ Monetary Economics2nd Upper Grades for Corporate Finance/ Principles of Banking and Finance1st Class Grades for Mathematics 1/Mathematics 2Relevant Coursework: Economics /Finance / Basic Accounting classes

  • Experience

    • IRAS

      Feb 2009 - May 2013
      Frontline Customer Relations Officer(Part time)

      My main primary role is a receptionist where I provide the appropriate queue numbers and answer taxpayers enquiries. In addition, I provide over the counter solutions if possible and advices to taxpayers as well. In 2009, provide training regarding on Partnership E-filing to permanent staffs including managers. Being a senior temporary staff at IRAS, I also act as a mentor for new temporary staffs as well. Worked in 3 different divisions in IRAS. Namely Self-Employed Branch, Enforcement Division and Contact Centre. Show less

    • BNP Paribas Wealth Management

      May 2013 - Jun 2021

      Aside from fulfilling my main responsibilities of my role, I have also partake in projects to streamline and to automate further of our current processes using a combination of VBA and Macros. Ensuring that our Mutual/Hedge Funds Orders are placed/reported timely and accurately. Main Responsibilities• Receive, Follow Up and Execute all Mutual Fund Orders in a timely fashion.• Follow up with counter parties on the availability of the kind of funds that BNP can subscribe to.• Assist and Liase with Mastefile team to create codes for new Mutual Funds in Olympic System• Inform Front Office the Executed Details of their Fund Orders.• Transmit Orders to the Settlements Team.• Handle enquiries timely from Front Office with regards to the Operational Aspects of the various Mutual Funds and Hedge Funds• To keep abreast of the Operational Aspects of newly launched mutual funds as marketed by the Fund Advisory team. • Preparation of debit notes sent to fund houses for their payment of trailer fees.• Preparation of Quarterly Reports for Upper Management. Show less During my stint with Settlements Team, I identified some elements of the process which could be automated with the use of Microsoft Excel. With the belief that these elements can be further streamlined, I developed various automated solutions to improve efficiency and accuracy for the team. In addition, I was tasked by my supervisor to develop a solution using formulae to reduce the time needed to prepare the Quarterly Failed Trade Report for Higher Management. We have effectively reduced the time needed by 70% due with the new system in place. Main Responsibilities· Ensures that the daily processing of executed trade settlements are processed timely.· Verifying the trade confirmations matches both instructions from Traders and RM.· Maintaining Late/Failed trade reports and following up with the respective counterparties involved.· Perform Reconciliation of Swift Messages and daily faxes.· Ensures that procedures and control measures are strictly adhered to.· Preparation of Quarterly Failed Trade Report for Higher Management. Show less

      • Funds Execution

        Jul 2015 - Jun 2021
      • Equities/Funds Settlements

        May 2013 - Jun 2015
    • The Citco Group Limited

      Jun 2021 - Apr 2023

      Aside from fulfilling my main responsibilities of my role, I have also proactively helped with training new joiners and shared with them my personal step by step training guides so to allow them to get up to speed. Main Responsibilities:• Review subscription/redemption forms: Ensure they are filled out correctly according to the Subscription Agreement.• Verify order accuracy: Confirm that the booking team is placing orders correctly.• Handle client inquiries: Address operational questions and provide assistance.• Report funds inflow/outflow to IMs: Provide monthly updates on incoming and outgoing funds related to investor transactions.• Provide transactional details to auditors: Assist in audits during the end of the financial year.• Release notices for events: Inform clients about dividends, changes in the prospectus, or letters from fund managers.• Coordinate across departments: Act as a liaison between departments to deliver reports and solutions to clients.Achievements: Create step-by-step guides for personal training purposes and share them with the team, especially new joiners, to aid in their training. Show less

      • Senior Investor Relations Administrator (Hedge Funds)

        Aug 2022 - Apr 2023
      • Investor Relations Administrator

        Jun 2021 - Aug 2022
    • The Citco Group Limited

      Nov 2024 - now
      Senior Investor Relations Administrator (Private Equity)
  • Licenses & Certifications

    • CMFAS MODULE 6/6A Exempted

      CMFAS
    • CMFAS MODULE 1A

      CMFAS
      Sept 2018
    • Google AI Essentials

      Google Career Certificates
      May 2024
      View certificate certificate
    • Customer Service: Problem Solving and Troubleshooting

      LinkedIn
      Aug 2021
      View certificate certificate
    • WSQ Provide Specialty Coffee Service

      Bettr
      Oct 2024
    • Investment Management Specialization

      Coursera
      Sept 2017
      View certificate certificate
    • CFA Level 1

      CFA Institute
      Jul 2017
      View certificate certificate
    • Google Data Analytics Certificate

      Google Career Certificates
      May 2024
      View certificate certificate
  • Volunteer Experience

    • Race Official

      Issued by Singapore GP Pte Ltd on Sept 2010
      Singapore GP Pte LtdAssociated with Eugene Yap