Hao Jie Chew
Summary
Energetic and optimistic individual with over 4 years of experience in Fintech, proficient in both front-end and back-end operations. Seeking to leverage my skills and knowledge to contribute to the Finance sector and explore new opportunities for growth.
Overview
4
4
years of professional experience
Work History
Credit Risk Analyst
Webull Singapore
08.2022 - Current
- Oversee daily business-as-usual (BAU) operations, meticulously monitoring margin calls for all retail clients
- Conduct weekly User Acceptance Testing (UAT) to ensure optimal system performance and efficiency
- Spearhead the implementation of a streamlined debt recovery process, resulting in improved debt resolution outcomes
- Analyze reports to ensure strict adherence to regulatory credit standards, safeguarding client credit profiles
- Lead weekly enhancement projects to continuously optimize the system's functionality and user experience
- Assess credit increase requests from clients based on comprehensive analysis of trading account and related information.
Client Success Manager/Dealer
Webull Singapore
02.2022 - 08.2022
- Efficiently manage day-to-day operations, promptly resolving client inquiries through phone calls, tickets, and live chat
- Played an integral role in the startup phase, contributing to the successful establishment of phone call systems and comprehensive website FAQs
- Collaborate cross-functionally with various departments to implement additional functionalities and services
- Instrumental in setting up the margin process, ensuring seamless trade execution and client satisfaction.
Business Development Manager
Standard Chartered Bank Singapore
11.2021 - 01.2022
- Proactively drove business revenue growth in the corporate sector through targeted cold-calling and lead generation strategies for new clients and prospects.
Client Service Associate
Saxo Capital Markets
04.2020 - 11.2021
- Delivered prompt and professional responses to inbound inquiries via phone calls, emails, live chat, and ticketing, ensuring outstanding customer service
- Collaborated with various departments to resolve complex client matters, diligently escalating and coordinating solutions
- Acted as a vital conduit for customer feedback, facilitating continuous improvements in service quality
- Contributed to the comprehensive training of new joiners, ensuring the seamless integration of client services team members
- Successfully managed a team of 4 individuals, fostering a high-performing and supportive environment.
Customer Service Officer
HSBC Bank
05.2019 - 04.2020
- Provided attentive and informed assistance to customers regarding banking and finance products and services
- Conducted proactive outbound calls to address escalated issues, effectively resolving customer concerns within defined service level agreements (SLAs)
- Upheld a professional and positive company image, building lasting relationships with customers
- Executed precise administrative duties, maintaining up-to-date and accurate records within the system
- Valued and incorporated customer feedback into service improvement initiatives.
Education
Bachelor of Arts - Business Administration
University of Birmingham
Singapore11.2022
Skills
- Microsoft Office suite, including Word, Excel, and PowerPoint
- Customer service: Addressing customer needs and resolving inquiries in a professional and friendly manner
- Experience in managing team of 4 people
- Proficient in data analysis as an analyst
Accomplishments
- Certifications: - CMFAS 1a (Capital Markets & Financial Advisory Services) - CMFAS 6 (Futures and Options) - CMFAS 6a (Securities and Futures)
Timeline
Credit Risk Analyst
Webull Singapore
08.2022 - Current
Client Success Manager/Dealer
Webull Singapore
02.2022 - 08.2022
Business Development Manager
Standard Chartered Bank Singapore
11.2021 - 01.2022
Client Service Associate
Saxo Capital Markets
04.2020 - 11.2021
Customer Service Officer
HSBC Bank
05.2019 - 04.2020
Bachelor of Arts - Business Administration
University of Birmingham
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