Audrey Yeo

• Complex portfolio coverage with excellent ownership of client relationships end-to-end.
• Including but not limited to FI, NBFIs, International Large Corporate with global presence, MNCs, Asset management, Investor, Sponsors, Brokers/Dealers, Sovereign wealth, Fund management
• Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
• Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
• Negotiated and closed complex deals with key clients, securing significant revenue streams.
• Collaborated with C-level executives and stakeholders to develop long-term financial plans.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

Treasury and Trade solutions, payments and Liquidity management, ALM, FX, working Capital, syndications.

• Effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
• Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
• Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
• Prepare Credit proposals write up and reviews, credit risk analysis and assessments Credit memos, internal business reports, customer proposals and call reports supported by sufficient depth of analysis and succinct insights and recommendations)
• Transaction execution and Negotiation - Compile and prepare all necessary documentation to establish account and extend facilities
• Deal and agreement negotiation, pricing, annual account review, credit limit reviews, and Implementation
• A Key team member - key contributor to Singapore team revenue, representation to clients and collaborate with internal stakeholders of a widely spread-out team
• Share insights for Institutional banking business at the Singapore Branch training

• Optimized network management by implementing scalable solutions to support business growth.
• facilitate funds flows engaged with Financial Institutions for business as the company's payment providers
• Strategically manage and contributing significantly to projects and initiatives that help drive the company's priorities

• Regional Portfolio Countries Coverage within APAC and beyond
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth between 5%-20%.
• Negotiated and closed complex deals with key clients, securing significant revenue streams.
• Collaborated with C-level executives and stakeholders to develop long-term partnership through effective communication and strategies to maintain ongoing dialogue with clients.

I.e. Financial Institutions and NBFI - Sovereign wealth fund, Asset management, Investment banks, Hedge Funds, Fund Houses, Central Banks, etc.

• Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• across Treasury and Trade solutions, Cash Management, Payments and Liquidity management
• Balances, Account Concentration, Notional Account Pooling, Foreign Exchange, Cross border Payments,.
• Credit facilities, Trade Financing, Working Capital solutions, Risk participation and Asset/Trade Distribution)
• Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
• Achieved high levels of client satisfaction through meticulous attention to client needs and preferences.
• Main Contributor to Dashboard updates for global circulation and market insights

• Spearheaded the team with successful contract negotiations among major suppliers, securing favorable pricing structures without compromising on quality or service levels.
• Managed procurement team to ensure timely delivery of products and services while maintaining quality standards.
• Built relationships with vendors to negotiate ideal terms for purchases.
• Evaluated internal needs and developed plans for maintaining optimal supply levels.
• Set up and negotiated contracts to obtain favorable pricing and delivery structures.
• Supported organizational growth through the timely acquisition of essential goods and services required for business expansion initiatives.
• Developed strong relationships with vendors, fostering a collaborative environment for mutual benefit.
• Collaborated closely with internal stakeholders to understand their needs and align procurement objectives accordingly.
• Optimized procurement processes for increased efficiency and reduced administrative burden.
• Developed and implemented procurement policies and procedures to enhance compliance with company standards.
• Reviewed and issued contracts and blanket purchase orders after choosing ideal vendor and drive procurement process.
• Proficient use of Navision and SAP system for Payment processing
• Well verse with Personal Data Protection Act

• portfolio administrator on all related matters on discretionary in house fund
• Enhanced productivity through developing and implementing effective standard operating procedures.
• Increased response to unit reports and challenged management to quickly respond to and act on reports.
• Contributed to business development efforts to drive revenue and meet corporate objectives.
• Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
• Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
• Established and maintained productive staff relationships to Improve workplace morale, increase productivity and enhance personal growth.
• Efficiently and effectively identified and solved all problems that impacted direction of business.
• Built and strengthened relationships across functional leadership areas to keep revenue development and operational plans interconnected and effective.
• Proficient use of Bloomberg for updates and research purposes
• Provided excellent customer care to maintain and improve customer relations, strengthen loyalty and increase product and service sales.