Summary
Overview
Work History
Education
Skills
Websites
Contacts
Timeline
Generic

YUMI JESCA CHEN

Singapore

Summary

A consistent high-performing individual and well-rounded team player skilled in account management across a portfolio of top-tier clients in both corporate and consumer, drives inbound business development and partnerships in FX sales and promotes solutions in FX hedging risk management. I am also passionate across cross-functional collaboration to drive key business objectives for customer success and profitability for company's growth.

Overview

9
9
years of professional experience

Work History

CLIENT MANAGER

OFX
03.2022 - Current
  • Awarded APAC Annual Performance Award for FY23 and attained Quarterly Performance Awards in Q1 and Q3 of FY23 by achieving established KPI for company, Asia and individual performance through teamwork and customer focus
  • Acting lead and key pioneer team player in Singapore office, supervised and coached the team in daily operations, sales guide and risk/treasury functions to maximize revenue, customer satisfaction and provided appropriate solutions/follow ups to achieve complaints resolution and resolved complex business issues
  • Managed and grow a portfolio of key corporate top accounts to retain existing relationships and consistently exceeded revenue target
  • Resolved problems with high-profile customers and continuously improved relationships and contributed to increased in corporate revenue share YOY
  • Drive inbound sales, cultivate and secure new customer relationships and oversee their end-to-end customer journey, performed upselling of FX hedging tools and solutions across corporate clients and conducted partnerships sales presentation for wealth managers and high net worth clients
  • Supported cross-functional team, identified and debugged perplexed issues with product and techops to maintain a competitive edge for clients
  • Proven successful and adaptable with new workflows and changes in consumer and corporate FX landscape, exercised strong initiative and identified opportunities that benefited the business and then acted on them with leadership

SETTLEMENTS ASSOCIATE

CLSA
05.2021 - 01.2022
  • Perform trade reconciliation, pre-matching and settlements of SBL and FXMM trades
  • Monitor collateral and cash MTM movement across SBL and work on margin calls bookings and overseeing their settlement with custodian banks and counterparties
  • Perform daily funding projection reports and ensure adequate funding else highlight overdraft risk to management
  • Work directly with key stakeholders in front office trading desk for trade flows and client request/Middle Office for static issues/Controls/CashOps/Asset Services/Agent Bank//Counterparties/Finance and Treasury throughout the post trade lifecycle.

MARKET DEVELOPMENT MANAGER

OCBC Securities
06.2020 - 12.2020
  • Key relationship management with market data vendor, exchanges and foreign brokers
  • Engage both internal and external stakeholders to mitigate system related trading issues and perform first level investigation
  • Analyze key business metrics for monthly management reporting and driving market data related promotions to drive market revenue
  • Perform reconciliation and reporting of data requests by foreign brokers, exchanges, auditors and regulatory bodies.

DEALING ASSOCIATE

World First Asia
06.2018 - 06.2020
  • Responsible for servicing the unmanaged pool of online client across consumer, corporate and ecommerce business streams
  • Key contact between clients and compliance/investigation team for compliance queries/bank investigation issues pertaining to payment resolution
  • Collaborate with front line managers to enhance and streamline operational workflow for a more efficient and effective client experience in cross-border payments transfer
  • Support the sales managers and dealers on issues related to client transcations and provide well thought solution and reliable customer service experience.

MORTGAGE SPECIALIST

OCBC Bank
11.2017 - 04.2018
  • Performs in-depth assessment of clients profile and provide professional, accurate advice and recommendations on home loan products that suits individual client needs
  • Conduct Know Your Customer profiling, Compliance and Anti-Money Laundering checks by adhering to internal and external regulatory guidelines
  • Acquire new clients through networking events and referrals from agents, lawyers and developers Conduct sales presentations and educate potential homebuyers in property seminars & show flats on property purchase timeline and home loan financing options and process
  • Respond to enquiries and referrals, suggest appropriate purchasing and refinancing home loan services and solutions to clients.

CLIENT SERVICE ASSOCIATE

Covance Asia
02.2016 - 07.2017
  • Monitor the daily running of designated projects, including patientspecimen management receipt, liaising with clinical sites to resolve issues, following up with testing lab on pending reports
  • Provide dedicated support on task prioritization for sponsors as requested by Project Managers Maintain client relationships by providing effective communication and resolution to client in compliance with standard operating procedures
  • Perform study initiation duties involving loading of sites into database, consolidation of laboratory kits orders and working closely with logistics team on supplies/samples delivery issues
  • Report monthly metrics and work on process improvement strategies with management.

PRODUCT MARKETING EXECUTIVE

Samsung Asia
09.2014 - 11.2015
  • Perform regular demand planning and forecasting to manage demand and supply for AV category Forecast and manage the Profit & Loss for AV category
  • Work closely with marcoms to plan marketing activities to create brand awareness and drive sales for AV category
  • Manage AV product roadmaps, product lifecycle, pricing and launch process
  • Analyze competitive benchmarking for TV/AV category.

Education

KOREAN LANGUAGE -

Yonsei University Korean Language Institute, Seoul
01.2014

BACHELOR OF SCIENCE WITH MERIT IN APPLIED MATHEMATICS -

National University Of Singapore
01.2012

Skills

  • Business Process Improvement
  • Customer Relationship Management (CRM)
  • Key Client Relationships
  • Sales processes
  • Solution selling
  • Account Acquisition
  • Customer Portfolio Management
  • Sales Presentations
  • Client Services
  • Customer Complaint Resolution
  • Account Management
  • Client Base Retention

Contacts

Singapore, Yumi.Jesca@gmail.com, +65 8751 1681

Timeline

CLIENT MANAGER

OFX
03.2022 - Current

SETTLEMENTS ASSOCIATE

CLSA
05.2021 - 01.2022

MARKET DEVELOPMENT MANAGER

OCBC Securities
06.2020 - 12.2020

DEALING ASSOCIATE

World First Asia
06.2018 - 06.2020

MORTGAGE SPECIALIST

OCBC Bank
11.2017 - 04.2018

CLIENT SERVICE ASSOCIATE

Covance Asia
02.2016 - 07.2017

PRODUCT MARKETING EXECUTIVE

Samsung Asia
09.2014 - 11.2015

KOREAN LANGUAGE -

Yonsei University Korean Language Institute, Seoul

BACHELOR OF SCIENCE WITH MERIT IN APPLIED MATHEMATICS -

National University Of Singapore

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