Aaron Boo
Client Migration Lead
Kuala Lumpur
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
13
13
years of professional experience
2027
2027
years of post-secondary education
3
3
Languages
Work History
Client Migration Lead
CIMB Bank Berhad
08.2023 - Current
- Prepare, implement and execute Cash Management system migration strategy for both pre and post client migration.
- Consolidate and provide post migration support for both internal and external stakeholders.
- Oversee and navigate data analysis and migration script enhancement, testing and deployment.
- Provide periodic updates to the Project Steering Committee.
Acting Commercialization & Change Management Lead
CIMB Bank Berhad
08.2023 - 05.2024
- Devised and implement go-to-market strategy and product propositions including campaigns and pricing plans for the Bank's new Cash Management system.
- Prepare and implement an effective communication and engagement process with both internal and external stakeholders on Project related matters.
- Spearheaded complex organizational transformations by devising strategic roadmaps outlining necessary steps for achieving desired outcomes.
- Built strong relationships with cross-functional teams, fostering collaboration and streamlined decision-making throughout change initiatives.
- Developed comprehensive training programs to support internal stakeholders and frontliners on related know-how for the Bank's new Cash Management system
- Evaluated existing process and procedural frameworks, identifying areas for improvement and refining methodologies accordingly.
- Designed detailed impact assessments to identify potential risks and mitigate organizational disruptions during project implementation.
Lead, Implementation & Client Solution Delivery
MBSB Bank Berhad
01.2022 - 08.2023
- Lead the Bank's Implementation & Client Solution Delivery Unit in charge of client on-boarding, client maintenance and client disputes/issue relating to corporate cash management products and services
- Perform implementation of cash management products and services
- Navigate client requirements and working with internal Information & Technology (IT) Department on testings and integration
- Conduct User Acceptance Testing on change requests based on users and/or regulatory requirements
- Generate, prepare and compile monthly reports on cash management product statistics and transaction count for internal and regulatory reporting
- Organize trainings for internal stakeholders especially branches and relationship managers on the functional aspects of the cash management system and product documentation
- Plan for overall annual activities, targets and budget
Project Manager (Business), Digital Cash Management
MBSB Bank Berhad
01.2021 - 08.2023
- Responsible in overseeing the overall project of the Bank's new Cash Management System
- Manage the end to end process of the project delivery from user requirements, product walkthrough, product deviation and change request, internal environment readiness, point to point testing, system integration testing, user acceptance testing and post production
- Working with all relevant internal and external stakeholders including system vendors and IT Department to ensure timely delivery of responsibilities in accordance to the agreed timeline
- Conduct and moderate progress and update meetings on the Project
- Maintain and record a project journal
- Manage the overall project budget and cost
- Provide periodic updates on the Project to the management as well as the Project Steering Committee
- Prepare the necessary product paper and documentation for the Project and working with relevant stakeholders (Compliance and Risks) to obtain necessary approvals (internal and regulatory) to go-live
- Navigate post production plan which include system launch, post production support, and market positioning
- Plan, propose and conduct system migration activities which include segmentation of existing clients into different phases of migration based on client type, complexity of products/solutions, transaction volume and urgency
- Plan, propose and conduct training to existing clients on the new Cash Management System in preparation for client migration
- Facilitate and ensure completion of necessary/additional documentations for migration purposes
- Lead and manage the system migration team to ensure smooth migration process and ensuring daily migration quota is met
- Identify and collate issues arising from the migration process (client feedback, product and process) and work with relevant stakeholders in resolving the issues
- Organize and conduct daily migration check point meeting
- Prepare, update and send periodic reports on the migration progress to the Management
Cash Management Solution Specialist
MBSB Bank Berhad
10.2021 - 01.2022
- Strategize and structure customized cash management solutions for corporate and SME clients
- Develop and execute sales strategy to increase utilisation of cash management products, which in turn generates additional revenue for the Bank
Cash Management Solution Specialist
AmBank (M) Berhad
09.2018 - 09.2021
- Strategize and structure customized cash management solutions for corporate clients
- Develop and execute sales strategy to increase utilisation of cash management products, which in turn generates additional revenue for the Bank
- Analyze, create and develop business strategies and solutions to increase core cash deposits for the Bank
- Ensure smooth interaction between customer and the Bank on problem solving and dispute resolution
- Working with the Implementation Team and clients on migration to new Cash Management System
- Facilitate and obtain documentation required from clients
Operational Control and Compliance Officer
AmBank (M) Bhd
02.2017 - 08.2018
- Circulate and provide necessary training to the department on new or changes in compliance related matter
- Preparing risk profile for respective sub-departments
- Conduct periodical key control testing within the department
- Reporting risk related incidents and monitoring action plans taken for such incidents
- Provide training to the department staffs on new internal policies of the Bank
Legal Advisor
AmBank (M) Berhad
12.2016 - 08.2018
- Provide legal advice for cash management products including but not limited to online collection services, supplier warehousing, bulk payments, virtual account and collection services
- Review customer's legal documentations for on-boarding purposes base on the Bank's requirements
- Work on partnership collaboration and projects with external third parties by providing legal input and identifying necessary legal agreements aim to protect the Bank's interest
- Review trade instruments for both local and international transactions
- Provide legal input in structuring trade solutions
- Formulate legal documentations for new products or improving existing products
- Review legal documentation for projects, partnerships or collaborations
Legal Associate
Messrs Chew Kar Meng, Zahardin & Partners
06.2012 - 10.2016
- Conduct various litigation matters including corporate and commercial disputes, claims under contracts and tort, divorce litigation
- Provide advice on litigation strategies and settlement negotiations
- Drafting legal documents including pleadings, applications, affidavits, submissions
- Attend mentions and hearing and managing overall litigation process in court
- Conduct legal research on various aspects of law
Education
Professional Banker -
Asian Institute of Chartered Banker
01-2022
Bachelor of Law (Honours) -
Multimedia University
01.2007 - 01.2011
Foundation Programme in Law - undefined
Multimedia University
01.2006 - 01.2007
Skills
Strong management skills
Admission
01/01/12, Admitted to the Malaysian Bar as an advocate and solicitor of the High Court of Malaya.
Skills Highlights
- Strong management skills with internal stakeholders. Able to improve relations, especially with challenging stakeholders.
- Effective internal networking skills. Establish good relationships with various counterparts and have an awareness of their job functions in different departments.
- Demonstrate ability to handle increased responsibility well. Able to handle stress and work within tight schedule as well as working under minimal supervision.
- Excellent interpersonal and communication skills. Ability to communicate well with a diverse range of clients and build strong relationships.
Timeline
Client Migration Lead
CIMB Bank Berhad
08.2023 - Current
Acting Commercialization & Change Management Lead
CIMB Bank Berhad
08.2023 - 05.2024
Lead, Implementation & Client Solution Delivery
MBSB Bank Berhad
01.2022 - 08.2023
Cash Management Solution Specialist
MBSB Bank Berhad
10.2021 - 01.2022
Project Manager (Business), Digital Cash Management
MBSB Bank Berhad
01.2021 - 08.2023
Cash Management Solution Specialist
AmBank (M) Berhad
09.2018 - 09.2021
Operational Control and Compliance Officer
AmBank (M) Bhd
02.2017 - 08.2018
Legal Advisor
AmBank (M) Berhad
12.2016 - 08.2018
Legal Associate
Messrs Chew Kar Meng, Zahardin & Partners
06.2012 - 10.2016
Bachelor of Law (Honours) -
Multimedia University
01.2007 - 01.2011
Foundation Programme in Law - undefined
Multimedia University
01.2006 - 01.2007
Professional Banker -
Asian Institute of Chartered Banker
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