Hardworking Associate Director knowledgeable about business practices in the trust industry. Adept at supporting and enhancing operations with a decisive leadership style and strategic approach to decision making.
Seasoned Assistant Director knowledgeable about areas of business operations. Offering 19 years of experience.
Overview
32
32
years of professional experience
Work History
Associate Director
Julius Baer Trust Company (Singapore) Limited
09.2013 - Current
Managed cross-functional teams for projects, successfully completing each on time and within budget constraints.
Maintained compliance with industry regulations while adapting to changes in legislation or best practices as needed.
Assisted in organizing and overseeing assignments to drive operational excellence.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Trust Administrator
Merrill Lynch Bank Trust Company
11.2005 - 09.2013
Collaborated with legal, tax, and investment teams to ensure optimal management of trust assets.
Reduced risk exposure with thorough reviews of trust agreements and careful monitoring of account activities.
Conducted annual account reviews to maintain compliance with regulatory requirements and identify areas for improvement.
Contributed to the growth and success of the organization by meeting or exceeding client retention and new business development goals.
Enhanced client satisfaction by effectively managing trust accounts and addressing their individual needs.
Cultivated a positive team environment that fostered collaboration, communication, and continuous learning among colleagues.
Facilitated clear communication between clients, beneficiaries, attorneys, and other involved parties throughout the entire administration process.
Identified potential risks within the portfolio by conducting regular risk assessments on trusts under management.
Assisted in the onboarding of new clients, smoothly transitioning them into the company''s trust services.
Ensured the timely and accurate distribution of trust assets to beneficiaries in accordance with the terms of the trust agreements.
Maintained accurate records of all transactions, ensuring proper documentation for audit purposes and regulatory compliance.
Managed sensitive information discreetly while adhering to strict confidentiality standards and regulations.
Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
Conference Coordinator
Conference Connection Inc.
01.2001 - 01.2005
Created comprehensive post-event reports analyzing performance metrics leading towards continuous improvement strategies.
Evaluated post-conference data to identify areas of improvement and implement changes in subsequent events.
Worked closely with security personnel implementing safety protocols guaranteeing the well-being of all participants during conferences.
Liaised with catering services providing diverse menu options that catered to various dietary restrictions of attendees.
Selected appropriate venues based on event requirements, budget constraints, and location preferences.
Oversaw on-site staff during conferences, maintaining a high level of professionalism and responsiveness to attendee needs.
Negotiated favorable contracts with vendors, resulting in cost savings and improved event quality.
Managed budgets effectively to optimize resource allocation without compromising event standards.
Streamlined registration processes for increased efficiency and reduced wait times for attendees.
Enhanced conference attendee experience by meticulously coordinating logistics and event schedules.
Coordinated seamless audio-visual setups, ensuring uninterrupted presentations and smooth transitions between speakers.
Provided exceptional customer service to conference attendees, addressing inquiries promptly and efficiently.
Managed event logistics and operations.
Managed administrative logistics of events planning, event booking, and event promotions.
Implemented contingency plans to address last-minute changes or unforeseen events.
Negotiated contracts with venues, vendors and suppliers to obtain best rates and services.
Oversaw event registration process by collecting and tracking attendee information.
Coordinated travel and accommodations for event attendees.
Researched and identified new vendors and suppliers to obtain competitive pricing.
Developed and distributed event surveys to gather feedback and assess event success.
Family Business
Not Applicable
01.1998 - 01.2000
IT related family business.
Secretary Manager
British Petroleum Singapore
01.1993 - 01.1997
Enhanced office efficiency by streamlining filing systems and implementing effective organizational strategies.
Improved cost management by negotiating favorable contract terms with vendors and suppliers.
Supported executive team with timely and accurate document preparation, leading to increased productivity.
Implemented robust record-keeping practices that improved the overall organization of physical files and digital records alike.
Coordinated travel arrangements for executives, optimizing itineraries to minimize costs while maximizing convenience.
Streamlined administrative processes by identifying inefficiencies and implementing appropriate solutions for improvement.
Maintained strict confidentiality in handling sensitive information, protecting company interests and employee privacy.
Organized successful company events that strengthened team morale and fostered positive workplace culture.
Managed daily schedules and appointments for senior staff, ensuring seamless coordination of meetings and events.
Facilitated smooth communication between departments by acting as a liaison and promptly addressing any concerns or issues that arose.
Handled sensitive information with discretion while maintaining confidentiality at all times.
Created organized filing system to manage department documents.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Created reports, presentations and other materials for executive staff.
Coordinated office events, seminars and meetings for staff and clients.
Negotiated and executed contracts on behalf of department.
SECURITIES TRADE PROCESSING OFFICER (Bonds/ Structured Products) (Contract Expired) at BANK JULIUS BAER SINGAPORESECURITIES TRADE PROCESSING OFFICER (Bonds/ Structured Products) (Contract Expired) at BANK JULIUS BAER SINGAPORE