Almeta Han
Singapore
Summary
Experienced professional equipped with 11 years of experience in the equities and derivatives industry. Have strong understanding of the rules and regulations of the Singapore Exchange and Money Authority of Singapore, ensuring efficient execution of trade orders in accordance to the industry rules and regulations. Equipped with strong knowledge in equities and market research, always keeping clients informed accurately and in a timely manner. Quick to identify and analyze potential situations and resolve problems promptly. Years of experience in maintaining corporate / individual trading accounts. Organized and proficient in monitoring client’s trades and trade activities.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Investment Operational Manager
Zico Asset Management
11.2024 - Current
- Manage day to day delivery of operational and support functions relating to investment/portfolio management.
- Conducting operational due diligence of existing and prospective counterparties.
- Maintaining relationships with external counterparties.
- Assist in the onboarding process of company’s partners such as brokers, custodians, issuers and product/service providers.
- Coordinate with Fund Administrator to ensure smooth onboarding / subscription or redemption process.
- Assist in the onboarding process of investors to ensure adherence to AML/CTF guidelines, such as: client due diligence check.
VP - Corporate Broking
CGS-CIMB Securities
01.2007 - 10.2024
- Acquiring new client accounts, while managing existing corporate and individual trading accounts.
- Maintaining good relationship with all clients.
- Facilitating the execution of client’s trade orders in the local and foreign markets, upon client’s request for market orders, married trades or sales and purchase agreements in a timely manner and with accuracy.
- Ensure that all operations affecting clients and their trade executions are carried out in accordance to SGX and MAS rules and regulations.
- Performing regular review and ensuring the continued update of client’s information as part of “KYC” process.
- Maintaining up-to-date information on markets, companies and portfolio developments like margin policies and asset value to clients.
- Continued research on companies, reviewing and analyzing Income Statements, Balance Sheets and company annual reports in the servicing of clients.
- Monitoring of client’s activities, ensuring that all activities are compliant to SGX and MAS rules and regulations, and provide advice accordingly.
Marketing Executive
Planet Fitness Pte Ltd
01.2005 - 01.2007
- Responsible for all monthly marketing and promotional material.
- Successful planning and execution of major events like “Mega Combat”, held at Suntec City and Midnight Cycling, involving members of the club.
- Responsible for all monthly roadshows and big scale events, including successfully planning and launching of the VivoCity and Parkway Parade branches.
- Review and develop marketing strategies and promotions to increase membership growth and market share.
- Successful planning and implementation of the clubs’ pioneer membership loyalty program.
- Maintain company website, ensuring all information is accurate and updated timely.
Executive and Coordinator, Consumer/Merchant Marketing and Sales
QB Pte Ltd
01.2003 - 01.2005
- Planning and implementing corporate events, promotional activities and product launches.
- Provide pre and post sales support to “EZ Link tap and pay” customers and personalized EZ Link card printing customers.
- Responsible for preparing all roadshow marketing materials.
- Successful organizing and management of ad hoc events.
- Prepare monthly sales performance review report for presentation to management.
- Meeting with PR agency to discuss Media relations and information releases.
Education
Bachelor - Banking and Finance, 2nd Class (Lower) Honors
University Of London
01.2003
GCE A Levels - undefined
Serangoon Junior College
01.1999
GCE O Level - undefined
St Nicholas Girls Secondary School
01.1997
PSLE - undefined
St Nicholas Girls Primary School
01.1993
Skills
- Market Analysis
- Analytical Thinking
- Compliance Knowledge
- Account Management
- Microsoft Office application
- Decision-making
Certification
- CMFAS certification in Module 1A, 1B, 6 and exempted for Module 6A
- Internal course on Anti Money Laundering
- Internal courses (SGX) Rules and regulations and to identify potential market misconduct
Other Information
With the ability to work independently and strong interpersonal skills, I am able to perform well under pressure in a fast paced environment and deliver exceptional results. I am self motivated and a great team player which will make me a valuable addition to your team. My passion for my work drives me to deliver high-quality output which I believe can contribute additional values to your organization.
Hobbies and Interests
Movies, Traveling, Reading
Timeline
Investment Operational Manager
Zico Asset Management
11.2024 - Current
VP - Corporate Broking
CGS-CIMB Securities
01.2007 - 10.2024
Marketing Executive
Planet Fitness Pte Ltd
01.2005 - 01.2007
Executive and Coordinator, Consumer/Merchant Marketing and Sales
QB Pte Ltd
01.2003 - 01.2005
GCE A Levels - undefined
Serangoon Junior College
GCE O Level - undefined
St Nicholas Girls Secondary School
PSLE - undefined
St Nicholas Girls Primary School
Bachelor - Banking and Finance, 2nd Class (Lower) Honors
University Of London
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