Beebee Lee Email & Phone Number

Singapore

Singapore

• Led 2 teams (Client Service and Middle Office) within FXMM IB Operations in APAC.• Contributed to the overall excellent client service results for the Bank, with the bank clinching the following awards - P&L Digital FX Award Post Trade Services and Digital Markets Awards Best Post Trade Services for 2012.• Ensure all trade amendments and control related tasks are executed timely in the middle office function.• Review and investigate client queries to ensure queries are responded timely. Work with the Run The Bank team on exception handling to achieve a win-win solution for both client and the team.• Run efficiencies initiatives with clients such as pitching for e-platform for confirmation, signing of master agreements, promoting CLS settlement, negative affirmations and working with client to change certain behavior to reduce exception handling.

Singapore

• Led both onshore and offshore Pre and Post Settlement team for FX Cash and Derivatives team. Escalation point for any day to day settlement and confirmation related issues.• Design and restructure the team to meet the tight resourcing requirements.• Ensure all settlement and confirmation process controls are in place and gaps are identified and addressed according to the SOX standards and Fed targets.• Review and provide sign offs for all FX related systems specification releases and identify impact to the teams.• Work with Change the Bank (CTB) team to successfully implement the APAC FX Options Globalization Project, moving the settlement platform GUI to a global strategic platform.• Work with CTB on global strategic projects in view of market demands and requirements.• Work closely with UBS Wealth Management counterparts to ensure all issues are addressed for day to day processing activities as well as project related issues.• Continuous review with the team and implementation of cost effective process via automations and process change to increase efficiency and productivity.

Singapore

• Led a team of 3 in APAC to support all client service activities for all clients based in APAC dealing with FXMM products (Money Market, FX Cash, FX Options, Precious Metals and Structured FX).• Review and investigate client queries to ensure queries are responded timely. Work with the Run The Bank team on exception handling to achieve a win-win solution for both client and the team.• Contributed to the overall excellent client service results for the Bank, with the bank clinching the following awards - P&L Digital FX Award Post Trade Services, Digital Markets Awards Best Post Trade Services and #1 Global FX Operations in the Z/Yen McLagan Survey.• Successfully onboarded the sub-account opening process from Middle Office and reduced the turnaround time to less than 2 days.• Conducted client visits and achieved an average of Voice of Customer score of 8.6 – 9.0• Achieved a savings of 0.92 FTE (USD180,000) through efficiencies initiatives with clients such as pitching for e-platform for confirmation, signing of master agreements, promoting CLS settlement, negative affirmations and working with client to change certain behavior to reduce exception handling.• Recognise by senior management as key talent in the UBS Leadership Pipeline Program.

Singapore

• Review, sign off and manage all new system releases to ensure the User Acceptance Testings (UAT) are adequately coordinated with upstreams and downstreams IT, front office, finance and reconciliations team and ensure that UATs are performed within project timeline.• Identified gaps and issues during the Money Market Globalization Project which resulted a successfully implementation to migrate the trade capture, settlement and confirmations of money market products to a globally strategic platform.• Perform analysis of STP rate on Japan FX confirmation using touch point analysis and successfully proposed and implement negative affirmations with the clients. Savings of 0.25 FTE was achieved.• Improve and automated existing APAC FXMM MIS reporting to align with global reporting to ensure accuracy and completeness. 0.04 FTE savings achieved due to this review.

Singapore

• Oversee APAC Reconciliations team both onshore and offshore.• Manage offshoring projects for reconciliations and exception management, completing analysis and documentation by working with the various parties (Legal & Compliance, Operations Risk and Control, IT, HR). Successfully offshore reconciliations and exception management activities to vendor by 2008, achieving savings for the bank.• Took the lead and successfully onboarded all FXMM Intersystem reconciliations by establishing SLA and standard operating procedures with the FXMM Ops team.• Oversee the successful offshoring of ETD reconciliations to the Reconciliations Utilities team.• Manage the centralization of APAC nostro reconciliations and successfully hubbed Tokyo, Sydney and Beijing reconciliations within the year, achieving 3 FTE savings.• Achieve 0.3 FTE savings through consistent review of auto-allocation and matching rules within the nostro reconciliations platform.

Singapore

• Manage the Hong Kong Data Management offshoring transition plan and communication to the global Data Management BPO Lead on progress and status of the offshoring plan. • Identify regional risks and issues that may impact the transition timeline and look to identify solutions for any issues identified. • Ensure all documents are properly documented to avoid delays in the approval process• Support regional managers in their functional staff augmentation plans, including assisting with the proposal, research, HR/Compliance/Legal issues and ultimately working with the 3rd party vendor concerning logistics and performance objectives.• Successfully completed and offshore the process by end of 2006.• Recognise by senior management as key talent, and completed the Analyst Training Program (ATP).

Singapore / New York

• Led the APAC reconciliations exception management team and business support.• Performs the day-to-day exception monitoring & rectification of file feed failures into the of cash and stock reconciliation systems daily. This includes initial static data mapping & maintenance of the cash & stock ledger accounts in those reconciliation applications.• Conduct analysis and configuration of auto-match and auto-allocation rules in the automated cash reconciliation system. Assist internal Ops team to create these rules to automate the reconciliations process.• Secondment to the US reconciliations team in Stamford for 3 months. Provided SME knowledge and training to the team. The US team was able to function independently with the training and issues were resolved in a timely manner.

Singapore

• Performs daily/weekly/monthly reconciliations of cash and stock holdings held at external agent accounts for all APAC, London and US reconciliations across various products. • Provided critical feedback and review in the User Acceptance Test for the successful migration of the nostro reconciliations platform.