Results-driven professional with solid background in delivering impactful solutions. Proven track record in fostering team collaboration and adapting to changing needs. Skilled in strategic planning, project management, and client relations. Known for reliability, strong analytical abilities, and excellent communication skills.
Overview
9
9
years of professional experience
Work History
Client Operations Onboarding Associate
BlackRock (Singapore)
05.2017 - Current
Managed institutional and wealth clients in APAC, leading cross functional teams across business units
Engaged with internal partners, such as L&C, Product strategist, Contracting etc
To streamline reporting workflows and execute client-driven events
Spearheaded the digital strategy for client reporting, leading to time and cost efficiencies
Innovated procedures to automate data templates for scalability
Review IMA wording for reporting and act as representative during onboarding call to discuss challenges and capture exact requirements
Implement institutional & wealth client reporting in APAC
Create procedure and transition workflow to production team for distribution
Document high risk business processes, current control and action plans
Conducted root cause analysis to re-engineer processes, ensuring clients needs were met and operations ran efficiently
Resolved client queries, ensuring prompt and effective solutions were implemented to enhance client satisfaction
Partner with teams across the firm to deliver strategic projects
Review new local regulatory report request and design solution with stakeholders
Document and design reporting workflow for internal stakeholders
Provide coaching and training to junior members to ensure knowledge transfer
Achievements
Lead digital strategy and manage change for APAC client and internal stakeholders
Risk Champion in APAC
Time and cost savings for complex reporting
Financial Valuation Analyst
Northern Trust Corporation
06.2016 - 09.2016
Performed daily/monthly audit and customized checks to ensure data accuracy in client reports
Flagged exceptions that impact daily client reporting and performed adjustment to ensure accuracy
Collaborated with internal teams, including pricing and corporate actions to resolve data discrepancies and optimize reporting
Conducted root cause analysis for late and revised accounts, re-engineer processes to ensure client’s needs are met and improve efficiency
Resolved client queries in a timely manner
Product Executive
Standard Chartered Bank (Singapore) Limited- Retail Banking
Managed changing regulatory requirements by enhancing RAS functional design so that it is in accordance with MAS635
Conducted gap analysis to meet the requirements of MAS635 reporting and ensure compliance
Designed interim process for RAS to handle ad-hoc reinstatement request by customer
Participated in UAT regression testing for RAS reinstatement and review to ensure processes run smoothly in live production
Maintenance of RAS information on SharePoint and conduct training for front lines to align internal stakeholders
Handled product enquires, exception case handling and resolve customer complaints to improve customer experience
Produce weekly metrics to monitor and forecast sales performance
Performed monthly FATCA due diligence during RAS on-boarding
Performed market research and competitive analysis across all major financial institutions to ensure product offers differentiation advantage
Education
Bachelor of Science - Business, Major in Management Accounting
University of London
01.2015
Skills
Proficient in Microsoft Visio, SQL, Tableau, ATX, Advanced Excel skills, Artificial Intelligence, JIRA, Bloomberg Terminal
Attention to detail
Complex Problem-solving
Cross-functional teamwork
Process improvement
Collaborative teamwork
Client relationship management
Workflow management
Project coordination
Multitasking and organization
Languages
Fluent in written and spoken English
Reasonable command of written and spoken mandarin
Extra-Curriculum Activities
Part of WIN APAC, BPN, Associates Arena, Analyst Alley network committee member for communication (2020-2021) Completed lifesaving course exam in SLC and became a qualified lifesaver (2011 –2012) Represented NYP for SCS Splash Awards (2010) Represented NYP-String Ensemble: Annual concert (2009) Participated as NYP orientation group leader in planning and implementing games for up to100 freshmen for2 days (2009)
Timeline
Client Operations Onboarding Associate
BlackRock (Singapore)
05.2017 - Current
Financial Valuation Analyst
Northern Trust Corporation
06.2016 - 09.2016
Product Executive
Standard Chartered Bank (Singapore) Limited- Retail Banking
09.2015 - 03.2016
Bachelor of Science - Business, Major in Management Accounting
University of London
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