Zong Hao Vincent Tay

Lead business development in white-labeled trading platforms and connectivity solutions (FIX and API integrations).

Identify emerging market trends and strategic opportunities to strengthen the firm’s competitive edge.

Maintain an excellent network of institutional clients and key vendors to support business growth.

Design and propose tailored trading solutions aligned with client requirements and market dynamics.

Drive operational excellence through timely order execution and continuous system performance optimization.

Oversee the entire trade lifecycle, ensuring seamless flow from order initiation to settlement.

Provide strong client servicing and professional support, ensuring responsive and reliable engagement.

Collaborate with cross-functional teams to uphold regulatory compliance, risk management, and system reliability.

Performed trade booking, inception, and reversals in T24 system, ensuring accuracy and compliance.

Managed security code creation, and handled account blocking and lifting to support smooth trade settlement.

Conducted end-of-day reconciliation and trade matching between internal systems and broker confirmations.

Investigated and resolved trade discrepancies on trade settlements

Coordinated with front, back, and IT teams to rectify system errors and enhance workflow efficiency.

Executed ad hoc operational and analytical tasks to support process improvement and control enhancements.

Executed trades and provided investment advisory across local and foreign equity markets.

Managed equities portfolios, dividend/growth strategies, and CFD/margin products.

Maintained strong client relationships, overseeing onboarding, presentations, and CRM initiatives to enhance engagement.

Conducted risk assessments and coordinated with Back Office to resolve operational issues efficiently.

Supported complaint resolution and delivered timely solutions, ensuring high client satisfaction.

Consistently achieved performance targets while maintaining client-centric service standards.

Managed client portfolios, assessing creditworthiness, risk tolerance, and trading limits.

Oversaw fund and share transfers, ensuring AML and regulatory compliance.

Conducted KYC and onboarding due diligence, supporting traders on credit issues within SLA.

Monitored trade patterns and account operations, ensuring margin compliance and mitigating operational risk.

Prepared credit proposals, cash flow projections, and risk reports for management approval.

Executed trust account reconciliations and aging reports, strengthening internal controls.