Wei Heng Lim ( Harry )
Kajang
Summary
Education background from Accounting and Financial Mathematics. Well-versed in Microsoft Excel and customer engagement strategies, familiarity to basic programming language. Maximized department efficiency by streamlining processes and reducing errors. An organized, effective multitasking and thriving on challenge. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
7
7
years of professional experience
Work History
Trainee Dealer
iFAST Capital Sbd Bnd
01.2023 - 03.2023
- Proposing, sourcing and trading global securities for clients.
- Perform execution orders on bond trading.
- Preparing daily necessary transfer instruction ( FOP ) and report.
- Assisting on cash flow management and build stronger relationships with custody, counterparties, other stakeholders and other relative team player.
SETTLEMENTS EXECUTIVE
iFAST Capital Sbd Bnd
10.2020 - 12.2022
- Business support and define initial investor requirement and external parties requirement ( tracking and monitoring investor payment, resolution investor purchases requirement to ensure investor investment activities process on time, liaise with the
- Custodian Bank on coupon payment notice and corporate action notice )
- Technical support and define inter-departments requirement ( tracking system issue and raise the necessary deployment logic, resolving inter-departments question that related to investment activities )
- Participating in preparing daily necessary payment instruction ( subscription, redemption, bond ensure all the payment making to correct institution )
- Participating in perform daily and monthly necessary Recon
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
Internship Student
iFAST Capital Sbd Bnd
10.2019 - 12.2019
- Business support and testing new produce cycle
- Was responsible for the daily business progress and support cycle
Account Executive
Perniagaan Eden Sbd Bhd
09.2016 - 09.2017
- Participating in preparing daily Account Payable transaction ( tracking all the data input detail completed and with correct detail )
- Reporting monthly company account transaction ( To ensure the monthly closing balance tally )
- Business support and follow up with prospects several times throughout the sales cycle ( tracking the sales cycle and production cycle meet the accounting and audit reequipment )
Education
Bachelor of Science (Honours) - Financial Mathematics
UNIVERSITI TUNKU ABDUL RAHMAN (UTAR)
05.2020
DIPLOMA - ACCOUNTING
TUNKU ABDUL RAHMAN UNIVERSITY COLLEGE
05.2016
Skills
- Experienced on Word, Excel, PowerPoint and Project
- Basic knowledge of (Python, R, SQL, VBA)
- Multitasking
- Time Managing
- Self Discipline
- Teamwork
- Good Team Player
- Clerical Support
- Data Entry
Additional Information
- 24 FESTIVE DRUMS CLUB - Sponsorship -
- Final Year Project Competition - CASE STUDY ON INVESTMENT AND TRADING
- Study Tour (2018 ) - Zhejiang University, China
Languages
Chinese (Mandarin)
Advanced (C1)
English
Upper intermediate (B2)
Malay
Upper intermediate (B2)
Chinese (Cantonese)
Intermediate (B1)
INTERESTS
- Sports
- Travelling
- Photography
Timeline
Trainee Dealer
iFAST Capital Sbd Bnd
01.2023 - 03.2023
SETTLEMENTS EXECUTIVE
iFAST Capital Sbd Bnd
10.2020 - 12.2022
Internship Student
iFAST Capital Sbd Bnd
10.2019 - 12.2019
Account Executive
Perniagaan Eden Sbd Bhd
09.2016 - 09.2017
Bachelor of Science (Honours) - Financial Mathematics
UNIVERSITI TUNKU ABDUL RAHMAN (UTAR)
DIPLOMA - ACCOUNTING
TUNKU ABDUL RAHMAN UNIVERSITY COLLEGE
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