Developed strong analytical and advisory skills in fast-paced financial environment. Effective in interpreting financial data and offering actionable recommendations tailored to client needs. Seeking to transition to new field, leveraging solid foundation in finance and customer service to drive positive outcomes.
Overview
7
7
years of professional experience
Work History
CREDITS ADVISORY
UOB INVESTMENT FINANCE PRIVATE BANK
02.2024 - Current
Optimized client portfolios by identifying underperforming assets and recommending alternative investments based on market research.
Researched, reviewed and evaluated bank customer investment and insurance portfolios.
Increased client satisfaction by effectively managing a portfolio of high-net-worth individuals.
Collaborated with other professionals to optimize deal structures and secure favorable terms for clients.
Conducted reviews of client account reconciliation, daily holdings and cash balances to facilitate proper escalation of issue resolution.
Streamlined communication processes within the team, improving project efficiency and collaboration among members.
Maintained strict compliance with regulatory requirements, ensuring adherence to industry standards and minimizing risk exposure for both the firm and its clients.
Participated in continuous professional development opportunities to stay updated on changing regulations and best practices within the credit advising field.
Systems Engineer
ST Engineering
03.2018 - 08.2018
Key contributor to the development of in-building radio communication systems (IRCS) for the Ministry of Home Affairs Communications Network (MCN2)
Proficient in radio coverage planning and iBwave software, I optimized IRCS design, meeting Ministry requirements for public safety and security
Skilled in collaborative teamwork and mission-critical project success
Worked effectively in fast-paced environments.
Improved system performance by identifying and resolving technical issues in a timely manner.
Completed software updates and assessed security patches for optimized computer use.
Evaluated new tools and technologies for possible integration into existing infrastructure environments.
Analyzed system requirements, developing tailored solutions that met or exceeded client expectations.
Education
BACHELOR OF BUSINESS - International Business
RMIT UNIVERSITY
SINGAPORE
10.2023
Diploma in ELECTRICAL - ELECTRONIC ENGINEERING
REPUBLIC Polytechnic
Singapore
05.2019
Skills
Microsoft office
Risk evaluation
Credit policy development
Financial statement analysis
Portfolio management
Credit assessment
Banking operations
Underwriting expertise
Compliance
Teamwork
Confidentiality
Problem-solving
Time management
Attention to detail
Problem-solving abilities
Multitasking
Languages
English
Chinese
Personal Information
Date of Birth: 01/04/99
Nationality: Singaporean
Timeline
CREDITS ADVISORY
UOB INVESTMENT FINANCE PRIVATE BANK
02.2024 - Current
Systems Engineer
ST Engineering
03.2018 - 08.2018
BACHELOR OF BUSINESS - International Business
RMIT UNIVERSITY
Diploma in ELECTRICAL - ELECTRONIC ENGINEERING
REPUBLIC Polytechnic
Similar Profiles
Daniel Lye Tze LoongDaniel Lye Tze Loong
Senior Vice President at UOB Private BankSenior Vice President at UOB Private Bank