Lai Fong Chee
Summary
Proven Assistant Relationship Manager with expertise in banking and a strong track record at Azimut Investment Management Singapore Ltd. Excelled in streamlining workflow processes and enhancing client relationships, particularly adept at account setups and maintaining reliability across various banks including BOS and UBS. Demonstrated ability to ensure compliance and improve operational efficiency.
Overview
9
9
years of professional experience
Work History
Assistant Relationship Manager
Azimut Investment Managemen Singapore Ltd
12.2017 - 04.2024
- Ensured compliance with regulatory requirements by keeping up-to-date with industry changes and implementing necessary adjustments within processes.
- Managed a variety of administrative tasks such as preparing reports, maintaining accurate records, and updating client profiles, streamlining workflow processes within the team.
- Facilitated smooth transitions during account onboarding by guiding clients through required documentation procedures and promptly addressing any issues that arose.
- Liaised with internal teams such as operations, treasury, and legal departments to ensure seamless execution of transactions on behalf of clients.
- Checking of bank retrocession fees.
- Support 3 Relationship Manager of different Nationalities.
Assistant Relationship Manager
EFG Bank
08.2016 - 10.2017
Assistant Relationship Manager
BSI Bank
12.2014 - 08.2016
Education
Broadrick Sec School
Singapore, Null, Singapore12.1972
Skills
- Banking
- Account Set Up
- Reliability
- Client Relationships
- Works well with Various Bank Eg BOS, BJB, UBS
Hiking
Enjoy hiking during the weekends and at times I do travel overseas to hike too. Felt happy and peaceful
Timeline
Assistant Relationship Manager
Azimut Investment Managemen Singapore Ltd
12.2017 - 04.2024
Assistant Relationship Manager
EFG Bank
08.2016 - 10.2017
Assistant Relationship Manager
BSI Bank
12.2014 - 08.2016
Broadrick Sec School
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