LYDIA LI YAR HO
Banking & Finance
Klang
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
4
4
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Senior Analyst
Standard Chartered Global Business Services
08.2021 - Current
- Mentored junior analysts, fostering professional development while enhancing overall team performance.
- Contributed to risk assessments by providing insights from transaction monitoring activities, helping the organization stay ahead of potential threats.
- Collaborated effectively with cross-functional teams to identify potential risks and develop mitigation strategies.
- Maintained up-to-date knowledge of AML regulations and industry best practices, applying this expertise to enhance the effectiveness of transaction monitoring efforts.
Personal Financial Consultant
OCBC Bank (Malaysia) Berhad
09.2020 - 05.2021
- Sold $100k in life insurance, retirement instruments and investments.
- Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
- Analyzed clients' financial situations to offer products to improve standard of living.
- Built strong relationships with clients through regular communication, trust, and understanding of their financial goals.
- Educated clients on financial topics and best practices.
Education
Bachelor of Arts - Finance And Economics
Taylor's University
Petaling Jaya, Selangor, Malaysia 04.2001 -
Skills
Analytical thinking
Attention to detail
Critical thinking
Team collaboration and leadership
Certification
ICA
Timeline
ICA
06-2024
Senior Analyst
Standard Chartered Global Business Services
08.2021 - Current
PCEIA
10-2020
Personal Financial Consultant
OCBC Bank (Malaysia) Berhad
09.2020 - 05.2021
Federation of Investment Managers Malaysia (FIMM)
03-2020
Bachelor of Arts - Finance And Economics
Taylor's University
04.2001 -
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