Andy Koh Email & Phone Number

Singapore

Singapore

I am currently part of a newly established wealth management operation team, where I bring my expertise in operational efficiency and client service excellence. As a member of this team, I am excited to contribute my skills in streamlining processes, managing client accounts, and ensuring seamless operations. With a strong background in wealth management operations, I am committed to delivering exceptional support to our clients and enhancing their overall experience. I am confident that our team's dedication and innovative approach will play a pivotal role in providing efficient and effective wealth management services to our valued clients.

Singapore, Singapore

Meeting up with existing client to setup revocable nomination for their current policies and also represent as the second witness for the nomination. Providing will and legacy planning upon the request from the client. • Documentation of client’s identification documents of all beneficiaries.• Ensure or the timely, accurate and efficient preparation and management of documents.• Handling Claims and surrender of policies.• Setting up Legacy planning strategies. • Liaise with lawyer in providing information and documents of the deceased.

Singapore

Responsible for developing and maintaining commercially productive relationships with both new and old clients. Also, in charge of identifying every sales lead and of making the most out of every opportunity to increase revenue and profitability.

Singapore

• Provide one-stop financial advisory at the bank branch through cross selling wealth management product that include insurance, loans, structure deposit and units trusts• Conduct regular meet up with existing and potential clients to access their banking needs• Work closely with the team to address customers’ financial needs• Active involvement of bank-Wide campaign and branch initiatives.• Develop and strengthen Long-term relationships with customer by promoting excellent customer services.• Consult with high net worth clients to develop and implement an effective, enterprise wide strategy that maximizes the value DBS delivers • Manage accounts with the outcome of increased customer satisfaction, retention and account growth • Master and consistently execute DBS’s internal sales methodology

• Client instruction management and validation for processing• Controls over and approval of trade capture, settlement and payment instructions in various systems including SWIFT• Reporting and communication with clients on settlement statuses of their transactions• Handle clients’ query within the time frame stipulated in the Service Level Agreement/Operating Requirements• Reconciliation and compliance and control checks for the Settlement team• Responsible for the broad spectrum of operations such as middle office trade confirmation and management • Daily Nostro and Depository reconciliations • Ensure smooth settlement for equities and bonds transactions• Resolve reconciliation discrepancies involving dividend, interest and redemption payments• Ensure all corporate actions announcements for the Singapore market involving SGX listed equities and corporate Bonds are captured and accurately processed in a timely fashion

Singapore

• Team Lead position, leading a team of 4 • Use of clearing systems such as Clearstream, HSBCnet and Citidirect• Balancing all cash & stock movements for the day• Create and settle trade manually. • Manage operational queries between clients and operation teams to deliver maximum satisfaction to the clients• Middle and back office role, communication with Front office/CPTY • Liaison with traders and clients• UAT testing for upgrading of OLYMPIC • Write SOP for Settlement and Transfer team. • Minimizing of operational risk through the monitoring and review of processes and procedures• Provide support and guidance on the back office requirements that would allow trading to go into new markets• Proven track record of interacting and working within a team• Be highly motivated with a professional attitude and strong attention to detail

Singapore

• Manual Process of Foreign Securities . End to end process. • Process trade confirmation via verbal and electronic means. • Process trades settlement. • Monitor and report failed trades promptly. Follow up on discrepancies and ensure final settlement of trades. • Communicate with Client in regard of Failed trades or Discrepancy in settlement • FX quoting and execution on the behalf of the client. • Perform reconciliation of securities holding and cash positions. Follow up on discrepancies. • Involved in System enhancement (UAT testing)• Joined as risk committees to evaluate and audit existing internal process risk• Performing AML check and Due Diligence • Monitoring compliance with sanction terms

Singapore

• Manual Process of Foreign Securities . End to end process. • Daily reconciliation of cash flow. • Weekly Pricing for Private Client• 6 mths Avalog UAT - Prepare various market instruction input into Avalog manually. - To solve discrepancy details and error between Swift and Avalog. - To ensure STP (straight through process) instruction from the front office to Avalog - Manually amend in Avalog background for some unique field in some European Market - Different stage of UAT for different market to ensure 80% STP rate

Bachelor Of Business Administration - Bba, Finance And Economic

Horticulture And Landscape Design, Life Science