Eugene Lee Email & Phone Number

Singapore

-Provide administrative and client service support to Relationship Managers servicing Private Banking clients.-Respond to all client enquiries and instructions and provide resolution to issues and requests.-Monitor transactions and activities in client accounts.-Propose credit solutions to enable clients to maximise yield.-Place FX/securities/derivative trades per client’s request.-Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.-Coordinate with Product Groups, Operations and other functional areas as necessary-Ensure adherence to internal and external regulations and policies at all times

Singapore

- Assist front office staff on the application, amendments and renewal of credit limits and various facilities, in line with lending authority limits- Provide ad hoc advise on various documentary/legal requirements in line with credit policy- Liaise with compliance to check on accounts should there be STR or E-name alert hits- To prepare credit facility letter and obtain client’s acceptance / personal guarantee - Perform periodic review on accounts and obtain action plan from front office should internal risk rating exceed internal threshold- To update credit limits in line with approvals granted- Perform redemption of property and liaise with approved law firms- Participate in various credit related UATs

Singapore, Singapore

- Ensure that superior client experience is delivered by team members.- Advise internal clients on payment related, SBLC/BG and internal transfers.- Ensure inward and outward remittance instructions are formatted correctly, processed and authorized in a timely manner in accordance to MT103/client’s instructions- Perform pre-processing checks to ensure that instructions submitted adhere to internal controls and that adequate funding has been arranged- Investigate incoming SWIFT messages ,return of funds and enquiries from other financial institutions- Perform various suspense/nostro accounts reconciliation within stipulated SLAs and escalate any outstanding items to operations control team- Liaising with TAPD dealers to ensure that adequate funding is performed for respective currencies - Working together with legal/compliance and callback unit to formulate alternative solutions for front office- Participate in UAT and change delivery- Conduct trainings and briefings for new marketing associates and new joiners

Singapore, Singapore

- Advise internal clients on payment related enquiries - Ensure remittance instruction is formatted correctly and processed in a timely manner- Perform pre-processing checks to ensure that instructions submitted adhere to internal controls and that adequate funding has been arranged- Investigate incoming telex ,return of funds and enquiries from other financial institutions- Perform various suspense/nostro accounts reconciliation within stipulated SLAs and escalate any outstanding items to operations control team- Liaise with our global service providers to ensure that all SLAs are met

Singapore, Singapore

- Manage the transaction processing involving global securities, cash and investment instruments - Liaise with internal and external service providers to ensure smooth transaction settlement flow- Keep abreast of developments in the securities settlement practices and to be compliant with regulations and policies- To analyse and rectify any trade problems resulting from the instructions given by clients- To liaise with sub-custodians, correspondent banks and clients to ensure that instructions are carried out in a timely manner, exceeding customers’ expectations- Ensure clients have funded various transaction positions before releasing them to the market; escalation to relevant credit officers would be made when credit limits are exceeded

Singapore

- Ensure operational activities of outward/inward remittance and customers’ standing instructions are accurately executed so as to maintain a high standard of customer service in compliance with the bank’s procedures- Approve transactions in the form of telegraphic transfers and perform treasury reporting to dealers- Supervise and ensure that the team of nine maintains productivity and remains cohesive- Work closely with Global Resourcing teams and internal customers to ensure that customers’ expectations are exceeded- Oversee payment investigation and reconciliation- Work closely with Payments and Cash Management team in providing customized solutions to clients- Monitoring accounts which have exceeded OD limit and escalating to various RMs, ensuring that payments are made on time- To provide advise on responses to various banks, not limited to corresponding bank information, KYC attestation, charges and complaints escalations- Monitor various MIS data (e.g. productivity of team/Standard Unit Charge (SUC)/fee income earned, etc) - Involvement in various UAT testing prior to implementation- Involvement in various projects such as migration of operations process, implementation of Inward TT/ Outward TT charges