Jia Sheng Lim

Assistant Manager at Lim & Tan Securities

Singapore, Singapore

About

Experience

  • Lim & Tan Securities ()
    • Assistant Manager, Credit Control
      Jul 2022 - Present · 4 yrs 1 mo

      Lead a 4-member credit control team overseeing margin and collateral risk, force-selling governance, and exposure monitoring across the majority of the firm's Trading Representative book. Key responsibilities: - Team leadership — Mentor and develop the credit control team; ensure strict adherence to credit policies while supporting trading-volume growth. - Risk mitigation — Direct force-selling procedures and exposure governance on volatile margin positions. Navigated major market dislocations including Covid-19 lockdown volatility and the 2025 US tariff escalation, exercising independent judgment to minimise firm losses while maintaining regulatory compliance. - Process improvement — Spearheaded the FRA risk-system enhancement project with IT vendors, automating an average of 10+ risk and exposure reports annually and improving real-time monitoring capability. - Loss reduction — Strengthened bad-debt controls through enhanced escalation protocols and proactive dashboard monitoring. - Credit assessment — Hold authority to assess creditworthiness and approve trading limits for high-value margin and cash accounts, balancing firm protection with commercial growth. - Stakeholder management — Primary liaison between Trading Representatives, Finance, Operations, and Legal departments to resolve complex credit disputes and exposure escalations.

    • Senior Credit Officer
      May 2017 - Jun 2022 · 5 yrs 2 mos

      Senior member of the credit control team supporting risk operations across margin and cash accounts. Promoted internally to Assistant Manager in July 2022. Key responsibilities: - Team lead — Provided day-to-day guidance to junior credit officers; reviewed work quality and supported training. - Exposure monitoring — Conducted daily risk assessments on Singapore-listed equities, monitoring STI index movements and counter-specific risks to identify potential default triggers. - Reporting — Prepared and presented credit reports to senior management covering realised and unrealised contra losses and doubtful trade provisions. - Compliance — Reviewed and approved trading limits for clients and Trading Representatives in alignment with internal credit matrices. - Execution — Enforced force-selling protocols on overdue positions, negotiating settlement timelines where appropriate to maximise recovery.

  • Senior Executive at Duke-NUS Medical School
    Sep 2016 - May 2017 · 9 mos

  • Credit Officer at Lim & Tan Securities
    Oct 2013 - Sep 2016 · 3 yrs

    Started career in the credit control team during my first stint at Lim & Tan Securities. Returned to the firm in May 2017 after a brief role at Duke-NUS. Key responsibilities: - Daily exposure monitoring on Singapore-listed equities and margin accounts. - Trading limit reviews and approvals in line with firm credit policies. - Force-selling execution on overdue positions, working with Trading Representatives on settlement and recovery. - Preparation of credit reports and contra loss tracking for management review.