Farida Abbas
Summary
· Assistant Relationship Manager with 13+ years’ experience.
· Extensive knowledge of Private Banking / Private Wealth Management and Banking Operations with a solid background in financial services and advisory offerings, insurance and customer service.
· Strong computer skills with a sound knowledge of MS Office (Powerpoint, Excel,)
· Core Banking Application usage for Dual Currency Pricing, Structured Products, Fixed Coupon Notes, FX Trades and other Investment-related products
· Certified in Client Advisor Competency Standards (CACS) Paper 1 & Paper 2
Overview
15
15
years of professional experience
1
1
Certification
Work History
Client Advisor
Lighthouse Canton Pte Ltd
2020.01 - 2022.08
- Servicing UHNW Clients in their Financial Planning, legacy planning ,Trust administration, alternative asset management while closely working with the internal teams
- Coordinate with external stake holders like service providers, Bankers, Fund houses for investments and onboarding of funds and other financial instruments
- Manage and oversee account onboarding both at the organization and in various banks.
- Ensuring timely regulatory filings and secretarial compliances including quarterly and annual filings with Monetary Authority of Singapore (MAS), Accounting and Corporate Regulatory Authority, Singapore (ACRA)of 13 X and 13 R clients. Played key role in new projects with the organization like consolidation of statements, improving onboarding processes, preparing model portfolios with investment teams.
- In addition grew and activated 20% of the dormant portfolios to participate in the wealth management products.
- Informed and suggested new banking products to customers.
Client Relationship Officer
Bank Pictet & Cie
2018.12 - 2019.12
- Onboarding clients for the new NRI team; follow up and monitor the on-boarding of client assets with respective teams
- Ensure relevant documentation flow from clients to Operations team
- Ensured efficient and prompt administration of all aspects of client service delivery, including security trades, foreign currency conversions, loan drawdowns and rollovers, payments, invoicing and remittances
- Maintained and built close relationships with customers through regular contact and visits.
Assistant Relationship Manager
BNP Paribas
2016.10 - 2017.08
- Responsible for executing and processing trades as well as monitoring of the clients' investment positions. Working cl osely with Front Office, Sales, Credit and Middle Office / Operations.
- Other Operational Responsibilities include: Trade booking and settlement, resolving settlement and funding issues, account and collateral related issues. Also responsible for prepare performance reports for clients while identify possible investment opportunities on an ongoing basis.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
Marketing Assistant
BNP Paribas
2010.05 - 2013.05
- Acting as the main point of contact for a portfolio of clients, dealing with day-to-day administration across the range of services and products:
- Preparing ad-hoc reports and statements for HNW clients Addressing and solving clients’ administrative enquiries
- Performing daily operations and transactions on clients’ accounts in order to provide high quality personalized service.
Service Relationship Officer
Citibank
2007.06 - 2010.04
- In charge of document flow and follow-up for HNW Individuals based on instructions from RM Assisting the customers with investment and banking related queries and issues
- Preparation of documents for various Bank Offerings and Investment Services (investments, loans, FX deals, MFs etc.) Interact with clients, including, but not limited to, activities such as providing account information and responding to client questions and requests
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
Education
Digital Marketing
FirstCom Academy
Singapore07.2023
Bachelor of Arts (B.A) With Majors in Psychology - Psychology
Mumbai University
India05.2000
Skills
- Relationship Management
- Investment advice
- Investment planning
- Financial planning
- Customer service
- Investigate Investment Opportunities
Certification
Certified in Client Advisor Competency Standards (CACS) Paper 1 & Paper 2
Banking Certifications: CACS 1, CACS 2, CMFAS Module 6, CMFAS Module 1B, Module M5 and Module M8. Attended several trainings on Banking Processes and Operations Workflow, Compliance and Audit Training, Trading in FX / Premium Deals and Investment / Product Related
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Gujarati
Bilingual or Proficient (C2)
Arabic
Elementary (A2)
Timeline
Client Advisor
Lighthouse Canton Pte Ltd
2020.01 - 2022.08
Client Relationship Officer
Bank Pictet & Cie
2018.12 - 2019.12
Assistant Relationship Manager
BNP Paribas
2016.10 - 2017.08
Marketing Assistant
BNP Paribas
2010.05 - 2013.05
Service Relationship Officer
Citibank
2007.06 - 2010.04
Digital Marketing
FirstCom Academy
Bachelor of Arts (B.A) With Majors in Psychology - Psychology
Mumbai University
Certified in Client Advisor Competency Standards (CACS) Paper 1 & Paper 2
Banking Certifications: CACS 1, CACS 2, CMFAS Module 6, CMFAS Module 1B, Module M5 and Module M8. Attended several trainings on Banking Processes and Operations Workflow, Compliance and Audit Training, Trading in FX / Premium Deals and Investment / Product Related
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