Hong Kong SAR
At the forefront of Asset Servicing at J.P. Morgan, my role as Vice President encapsulates driving operational efficiencies across the APAC region. This includes spearheading initiatives that streamline global custody and direct custody processes for ANZ, ensuring robust asset servicing solutions for our clients. With a deep understanding of securities and corporate actions, our team has achieved significant process optimizations, thanks to a collaborative approach with global and regional stakeholders. Prior to this, my experience as a Consultant in the financial services industry at Initio empowered me to enhance retail custody services, employing Agile methodologies to elevate Corporate Actions Management at KBC Bank & Verzekering. My multilingual capabilities in French, English, and German, coupled with a commitment to mentorship, have been instrumental in developing a team that excels in continuous improvement and operational excellence.
Global Custody Product Development Manager
Led Asset Servicing Operations team in APAC, optimizing processes and standardizing procedures to increase efficiency across Global Custody and Direct Custody ANZ for Asset Servicing • Collaborated with global and regional stakeholders to streamline asset servicing operations. • Mentored team to build expertise and drive continuous improvements in custody asset servicing.
• Conducted non-regression testing for retail banking applications at BGL BNP Paribas, ensuring accuracy in statements and account opening processes. • Analyzed and defined operational business requirements for retail custody services at KBC Bank & Verzekering, enhancing Corporate Actions Management within Agile methodology.
• Managed notifications for defaulted securities from market sources and processed deadlines for voluntary events. • Oversaw daily key performance indicators report for the team using Lean management practices. • Utilized SWIFT codification for Corporate Actions and coordinated with clients for necessary actions.
• Managed post-sales activities for Orange Business Services, ensuring smooth implementation of Orange lines for multinational corporations. • Provided weekly migration status reports to management, showcasing progress and potential areas for improvement. • Collaborated with Freemove Alliance on various projects, enhancing communication tools and customer relationship management software.