Charlene Chua

Client Advisor Assistant at UBS

Singapore

About

Experience

  • UBS (Full-time · 9 yrs 8 mos)
    • Client Advisor Assistant
      Jun 2018 - Present · 8 yrs 2 mos

    • Collateral Specialist
      Dec 2016 - Jun 2018 · 1 yr 7 mos

  • Client Analyst at Credit Suisse
    Jan 2016 - Nov 2016 · 11 mos

  • Intern at UBS
    Sep 2014 - Sep 2015 · 1 yr 1 mo

    Meticulously handled incoming collateral calls and follow up on outstanding collateral calls Assisted in the daily management of FX trade facilitation and reconciling trades performed by WM Responsible for overseeing all activities in regards to opening new WM accounts and queries and processed audit confirmation requests Prepared presentation materials for various weekly and monthly management meetings including risk events Participated in projects to help improve the efficiency of custodian handling process

  • Bank Assistant at DBS Bank
    May 2014 - Jul 2014 · 3 mos

    Monitored reconciliations between accounting systems on a daily basis for FX contracts, investigating and resolving any differences found and providing an ageing analysis for all outstanding items Innovatively contributed to the improvement of new financial systems used Carried out analysis of given data and draw correct inferences

  • Bank Assistant at DBS Bank
    Mar 2012 - Jul 2012 · 5 mos

    Meticulously undertook KYC tasks in accordance with agreed procedures Meticulously reviewed client profiles at onboarding to ensure conformity to minimum AML/CDD standards, producing client document requirements and Due Diligent analysis and conducting Enhanced Due Diligence on high risk clients using Factiva and Actimize Designed spreadsheets specific to varying projects with the help of Microsoft Excel on a weekly basis to collate data more efficiently Developed interpersonal skills and effective communication with relationship managers and colleagues