Sam Chan Mun Sum
Singapore
Summary
Experienced Client Service Manager specializing in collateral management and securities services for over a decade. Achieved a significant USD 600,000 ACV mandate with a Hong Kong bank, leading all aspects of onboarding and service delivery. Skilled in escalation management and maintaining regulatory compliance.
Overview
11
11
years of professional experience
Work History
Senior Client Service Manager
CloudMargin Pte Ltd
Singapore
01.2021 - Current
- Secured USD 600,000 annual contract value with Hong Kong bank, enhancing CloudMargin’s APAC revenue base.
- Led complex client onboarding projects across APAC, ensuring effective implementation of collateral management solutions.
- Collaborated with sales, product, and technology teams to address operational risk and regulatory requirements.
- Mentored junior team members on client handling, process improvement, and risk awareness.
- Conducted periodic client service reviews to ensure satisfaction and identify growth opportunities.
Client Account Manager
BNP Paribas Securities Services
Singapore
01.2020 - 01.2021
- Managed client onboarding and escalations for middle office services, ensuring seamless transactions and settlements.
- Acted as escalation point for high-value trade breaks, coordinating with brokers and custodians for timely resolution.
- Conducted weekly service reviews to assess operational issues and implement enhancement requests.
- Implemented process improvement projects using Excel macros, resulting in significant time savings in collateral reconciliation.
Associate, Fund Administration
BNP Paribas Capital Sdn. Bhd.
Kuala Lumpur
01.2016 - 01.2017
- Established new business unit for fund administration and financial reporting in Malaysia’s market.
- Developed core tools to facilitate process migration testing and enhance operational controls.
- Implemented process improvements, boosting daily production efficiency through streamlined workflows and Excel macros.
Supervisor
RBC Investor & Treasury Services
Cyberjaya
01.2015 - 01.2016
- Managed a team of 14 accountants to oversee OTC derivatives and ETD trade processes.
- Identified risk areas, implementing process changes to improve control and accuracy.
- Led fund migration projects, ensuring seamless transition of process ownership.
Education
Bachelor of Arts - Business Economics & Finance
University of Nottingham Malaysia Campus
01.2011
Foundation - Business Administration
University of Nottingham Malaysia Campus
01.2008
Skills
- Client relationship management
- Stakeholder engagement and onboarding
- Risk and regulatory compliance
- Process improvement strategies
- Problem solving techniques
- Strategic planning and leadership
Accomplishments
- Secured a USD 600,000 mandate from a Hong Kong bank following a year-long sales engagement, proof-of-concept delivery, and relationship management.
- Strengthened CloudMargin’s APAC revenue base and received promotion to Senior Client Service Manager in recognition of this achievement.
- Rescued a failing middle office client onboarding by leveraging advanced Excel macros to clean up corrupted data migration that had caused incorrect collateral cash balances.
APAC’s Largest Sales Win — 2024
Strategic Client Onboarding Recovery — 2020
Websites
References
References available upon request.
Timeline
Senior Client Service Manager
CloudMargin Pte Ltd
01.2021 - Current
Client Account Manager
BNP Paribas Securities Services
01.2020 - 01.2021
Associate, Fund Administration
BNP Paribas Capital Sdn. Bhd.
01.2016 - 01.2017
Supervisor
RBC Investor & Treasury Services
01.2015 - 01.2016
Bachelor of Arts - Business Economics & Finance
University of Nottingham Malaysia Campus
Foundation - Business Administration
University of Nottingham Malaysia Campus
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