Eugene Lam Email & Phone Number

Singapore, Singapore

• Worked with numerous family office, asset managers across Asia to manage client’s assets together • Account Opening and Periodic Client reviews• Built a network of multi-family offices (MFO)/ asset managers (AM) within Asia • Worked with asset managers to set up PLF/VCCs account within UBS and assist them with credit facility set-up • Worked closely with global banking and structured lending colleagues to assist strategic clients with single stock lending

Singapore, Singapore

• Assisted Client Advisors (CA) with daily client relationship management • Performed money market transactions and payment processing • Assisted CA with trade placement • Performed daily money markets check and send to client respectively • Helped exist desk colleagues/ CA to facilitate account closure and relationship management • Assisted and facilitated numerous compliance case and complex case exit • Performed Property, Life Insurance, Aircraft pledging & un-pledging • Performed trade finance transactions • Assisted Desk Head to pilot Market Expert Team (MET) project within APAC • Became MET team lead within Focus Desk to lead a team of 4 CAAs, managing team members efficiency rate, workload and ensure smooth and business continuity within the desk

Singapore

• Perform payment transactions, cheque deposit clearance and bank draft issuance• Prepare account opening documents and checklist• Perform account opening for prospective clients• Assist to raise new loans and term deposits entry or perform rollovers• Initiate and perform routine/ad-hoc KYC Reviews• Prepare statements and marketing materials for client meetings• Input post-trades entries (eg. DCIs, FX, Bonds) into Avaloq• Attend weekly investment meetings to be updated with current market trends and situations• Prepare and process necessary documents regulatory requirements (eg. FATCA, CRP)• Monitor and maintain clients account to prevent collateral shortfalls or overdrafts• Assist relationship managers in performing Portfolio Reviews and constructing call reports

Singapore

• Provide independent verification of clients’ compliance with accounting principles• Perform analytical procedures/analyses to detect unusual financial statement relationships• Perform walkthrough procedures with clients and construct procedures to test of controls• Perform internal control and substantive testing• Identify and communicate accounting and auditing matters to senior and managers• Propose adjusting journal entries and discuss audit findings with clients• Read and summarise contracts that client hold with other firms• Prepare PBC (Provide by Client) lists and confirmation requests• Document audit procedures and cross reference work papers