Strong leader and problem-solver with commitment to excellence with more than 10 years of experience in banking industry. Proven track record in migration and process streamline/automation through independent decision making and sound judgement skills. Methodical and well organized in coverage optimization in meeting operational demands.
Experience
• Process purchases/ sell /switch/ Transfer trades and prepare wire transfer for trade settlements.
• Ensure Asset Transfer events across all markets and asset types (Equities, Fixed income and Mutual funds) are processed, reviewed and reconciled
• Reconcile SWIFT, instructions, settlements received from custodian versus customer positions held at back-office systems
• Improved client satisfaction by consistently delivering high-quality work on schedule.
• Streamlined processes for increased efficiency and cost savings within the department.
• Collaborated closely with senior management on strategic planning efforts, aligning departmental goals with overarching company objectives.
• Optimized workflow processes to reduce bottlenecks and increase overall effectiveness.
Achievement
• Key person for derivatives process migration from Singapore to KL
• Manual workflow mitigation by enhancing STP platform payment on Insurance referral fees and GST Invoice
• Key person for risk analysis across structured products
• End to end UAT test performed for Derivative SFX migration and project Liberty Jersey
• Implementation of mailbox monitoring by adhere to MAS regulation
• Involvement in TLM Project to analyze payment source code tagging
• Performed various UAT/Procedure/CCF/SLA/Process workflow for migration/processes
• Supported implementation of new workflow by providing specialized knowledge on functionalities and potential improvements.[2 FTE saving]
Experience
• Middle office team processes Over-The-Counter transactions : OTC trade capture/validation/pricing/valuation, OTC Cash Management and EMIR Regulatory Services on behalf of European subsidiaries clients
• Responsible to supervise day-to-day OTC & Collateral operation, innovation and goals defined by Director of Client Operations Malaysia
• Accountable for service alignment, accuracy and quality delivered across Europe.
• Oversee daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
• Promoted teamwork within workplace by encouraging collaboration among staff members on various projects tasks.
Achievement
• Tableau Reporting implementation in standardizing aging breaks reported to senior management
• Implementation of Hourly Email Checklist – Effective email management result
• EUC/Macro creation for daily BAU process – Mitigation on manual intervention, streamline process
• Key person for Danske REPO migration from Luxembourg to KL
• Managed successful process restructure (FTE allocated focusing for SME driven result)
• Point of contact for Xceptor + Wolverine automation projects
• Performed various UAT/Procedure/CCF/SLA for new migration/processes enhancement
• Training new hires to operate with higher proficiency
• Rising Star & Bravo Award entitlement
Experience
• Account onboarding & SSI creation covering Fixed Income and Equities.
• Handled clients for federal government, corporate bonds, municipal bonds
• and mortgage debt instruments
• Handles amendments for DFA Regulatory, Volckers, FATCA and MRUD
• Involvement with business partners (Operations Team, Business Area, IT) for process/system issues and resolution.
• Involved in Canada migration training and leading the BAU operation.
• Point of contact for Canada migration (BAU), US and Bermuda for business partners based at onshore(America) and offshore (KL & Bangalore).
Achievement
• Spot Award / Top Performer / Star Performer /Best Attendance entitlement
• People Engagement Committee in HSBC Data Processing Malaysia
Microsoft Excel (VBA/Pivot/Tableau)
TriOptima/TLM
WSO/Markit/MPRP
Focus / Krystal / Milvus
Customer rapport
Training and Development/Task Delegation
Project and Operations Management/Cost Reduction
Process Streamline/Automation
Data/Result Analysis
Product and service knowledge
Murex