Singapore
Tackling challenges with a grounded mindset. Looking for opportunities in adversities faced. Finding the things that spark joy in life. Adding value to people I meet, improving processes wherever I go. I pursue personal growth and value finding meaning the things that I do.
• Researched on AML & CFT Regulatory Requirements, sanctions and procedures. • Launched risk based analysis on Private clients. • Project Management (UAT, AML & CFT Regulations, KYC automation, FATCA reporting). • Led client due diligence - Onboarding, Distribution & Injections, Termination.
• Conducted Market research and fund management, facilitated portfolio rebalancing and tailored wealth management solutions according to clients risk profile. • Provide corporate solutions, including employee enhancement packages. • Estate Planning, Will Writing & Trusts Certification - Associate Estate Planning Practitioner (AEPP).
• Led Financial documentation and information administration. • Developed Microsoft Excel and VBA spreadsheets to streamline documentation and data sets presentation for management.
• Conduct seminars, teleconferencing calls and sales pitch to clients for closing sales and partnerships. • Training workshops for incoming associates.