Summary
Overview
Work History
Education
Skills
Websites
Certification
Self Introduction
Projects And Awards
Leadership Experience
Languages
Timeline
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Zi Xuan Loh

Summary

A dedicated professional committed to lifelong learning, I aspire to continuously acquire new skills and knowledge, particularly in response to the evolving landscape where AI and automation are reshaping industries. In the face of these changes, my goal is to remain relevant, widen my horizons, and contribute positively to corporate objectives through passion, hard work, and a relentless pursuit of personal and professional development.

Overview

7
7
years of professional experience
1
1
Certification

Work History

HOME BASED ENTREPRENEUR

SELF-EMPLOYED
10.2022 - 12.2023
  • Established and managed a successful home-based business specializing in Korean products.
  • Built business to over 400 customers by implementing effective marketing and customer engagement plans
  • Single-handedly oversaw all aspects of business operations, including sales, inventory management, logistics, marketing and promotions, customer relationship management, financial tracking and budgeting
  • Introduced new methods, practices, and systems to reduce turnaround time
  • Ensured a high level of customer satisfaction with prompt resolution of inquiries, complaints, or concerns from customers
  • Coordinated transportation schedules, ensuring timely deliveries and customer satisfaction

FX SALES SUPPORT ANALYST

DBS BANK
09.2021 - 09.2022
  • Support wealth management solutions (DBS Private Bank and Treasures Private Client)
  • Assist fx desk with daily indications, barrier notifications, fixing files, booking trades, sending trade confirmations, preparation of product and training materials
  • Performing data analytics to support desk strategy
  • Identifying opportunities and gaps for team driving the digital agenda: assist team to enhance product offerings on digital platforms
  • Assist in new product launch
  • Running fx learning workshops with RMs and ARMs
  • Enhanced sales processes by analyzing performance data and identifying areas for improvement.
  • Streamlined communication between sales and support teams, resulting in increased efficiency.
  • Supported sales team with timely and accurate sales reports, contributing to informed decisionmaking.

CUSTOMER SERVICE ASSISTANT

FWD INSURANCE
12.2020 - 02.2021
  • Follow up calls on update of payment gateway provider
  • Assist with customer enquiries
  • Built strong relationships with customers and colleagues by providing friendly and personable service.
  • Utilized problem-solving skills to address customer queries and complaints.
  • Collaborated with team members to improve overall customer experience and boost company reputation.

JUNIOR OPERATIONS SPECIALIST

CATHAY UNITED BANK SINGAPORE
04.2019 - 07.2019
  • Clearance of compliance backlogs (actimise related alerts on suspicious transactions)
  • Enhanced compliance by conducting thorough investigations on potential money laundering activities and suspicious transactions
  • Monitored financial transactions and immediately reported suspicious activity to authorities.
  • Scrutinized and reported on discrepancies in financial records and documents.
  • Identified and implemented effective methods for examining and analyzing financial documents.
  • Assisting client onboarding team with adhoc projects and kyc (data-cleanup, name screening).

AD-HOC SALES ASSISTANT

ISETAN DEPARTMENT STORE
12.2016 - 03.2019
  • Assisted customers with prompt and polite support in-person and via telephone.
  • Managed efficient cash register operations.
  • Established rapport with customers using active listening and interpersonal skills.
  • Handled customer inquiries, complaints, and returns professionally, ensuring a positive experience for all clients.

PRIVATE BANK FINANCE INTERN

DBS BANK
09.2018 - 02.2019
  • Assisting relationship managers and assistant relationship managers with day-to-day admin matters such as preparing reports, maintaining accurate records, and updating client profiles, streamlining workflow processes within the team.
  • Assisted Relationship Managers in managing a diverse portfolio of clients, ensuring optimal satisfaction levels.
  • Preparing excel spreadsheets on customers' portfolio
  • Maintained accurate, up-to-date financial spreadsheets and databases fore reliable reference.
  • Account opening for client on-boarding
  • KYC compliance checks
  • Creating investment portfolios on factset
  • Operation of bloomberg machine.

Education

Bachelor of Commerce - Double Major in Accounting And Finance

University of Queensland
Brisbane, Australia
06.2021

Diploma in Banking And Finance - Finance

Singapore Polytechnic
Singapore
03.2019

GCE 'O' LEVEL -

Chung Cheng High School (Yishun)
Singapore
10.2014

PSLE -

Raffles Girls Primary School
Singapore
11.2010

Skills

  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Words
  • R-Studio
  • Bloomberg
  • FactSet
  • Accountability
  • Adaptability
  • Financial Oversight
  • Operational Planning
  • Revenue Generation
  • Business Planning
  • Resource management
  • Project management
  • Strategic thinking
  • Financial management
  • Effective communication
  • Marketing strategy
  • Networking abilities
  • Time management

Certification

Test Of Proficiency In Korean (TOPIK Certificate), TOPIK II - 78th, 11/23/24, Level 4 (Score: 186)

Self Introduction

I am a positive and resilient performer who enjoys working with people. I see myself as a highly driven individual who works well under pressure. Having found passion in the field of finance, I am able to learn and retain information quickly. I am passionate and committed to help the organization to the best of my abilities. I look to step out of my comfort zone and take the opportunity to explore opportunities worldwide.

Projects And Awards

  • SOCIAL ENTREPRENEURSHIP (TIMS3304), University of Queensland, 03/01/19, 06/01/21, Plastic Waste Management in Australia
  • DBS FINAL YEAR PROJECT, Singapore Polytechnic, 04/01/18, 07/01/18, Millennial in Singapore are not investing enough to achieve their financial goals. Suggest viable ways for millennial to start investing as soon as possible.
  • OVERSEAS SOCIAL INNOVATION PROJECT (OSIP), Singapore Polytechnic & The University of Da Nang Science and Technology (Vietnam), 09/01/17, 10/01/17, How might we help the Farmers of TuyLoan (village) to improve their irrigation process., Using Design Thinking methodology to co-create innovative prototype solutions to real-life issues, Develop an understanding of the issues faced by the overseas community in the context of their social, economic, and political culture and analyze these issues from multiple perspectives
  • EDUSAVE GOOD PROGRESS AWARD (GPA), Singapore Polytechnic, 09/01/17, 09/01/18, This award is awarded to students who are within the top 10% of their school's level and course in terms of improvement in academic performance and have demonstrated good conduct.

Leadership Experience

  • UNIVERSITY OF QUEENSLAND SINGAPORE STUDENTS SOCIETY (UQSSS), Sports Committee Member, 07/01/19, 06/01/21, Organizing and executing of bonding events for Singaporean students studying in University of Queensland
  • SCHOOL OF BUSINESS OUTREACH CLUB (SBO), Head of Logistics (Executive Committee), 01/01/17, 01/01/18, Organizing and executing of a range of events, from social activities to sports and even academic events for the Business School population in Singapore Polytechnic.
  • SCHOOL OF BUSINESS AMBASSADORS (SBA), Sub-committee Member, 01/01/16, 12/01/16, Assist executive committee in planning and execution of events for Business School Population.

Languages

English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Korean
Upper intermediate (B2)

Timeline

HOME BASED ENTREPRENEUR

SELF-EMPLOYED
10.2022 - 12.2023

FX SALES SUPPORT ANALYST

DBS BANK
09.2021 - 09.2022

CUSTOMER SERVICE ASSISTANT

FWD INSURANCE
12.2020 - 02.2021

JUNIOR OPERATIONS SPECIALIST

CATHAY UNITED BANK SINGAPORE
04.2019 - 07.2019

PRIVATE BANK FINANCE INTERN

DBS BANK
09.2018 - 02.2019

AD-HOC SALES ASSISTANT

ISETAN DEPARTMENT STORE
12.2016 - 03.2019

Bachelor of Commerce - Double Major in Accounting And Finance

University of Queensland

Diploma in Banking And Finance - Finance

Singapore Polytechnic

GCE 'O' LEVEL -

Chung Cheng High School (Yishun)

PSLE -

Raffles Girls Primary School

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Zi Xuan Loh