Iris Yang Email & Phone Number

-Review and process special conditions, pricing/discount requests related wealth management clients. This includes ensuring documentation completeness and accuracy in line with agreed service levels and timings. Ensure adherence to regulations, guidelines, standards and company policies.-Manage exceptions promptly, ensuring all requests are accurately.

Handle the trades settlement, interact with the middle and front offices to resolve trade discrepancies or operational risks. Trade capture. Handle daily Position reporting Perform daily 4-eye check of trades and confirm trades with the counterparty. Monitor the complete cycle of trades.Handle transactional and settlement queries from external and internal.

Process treasury products including FX, Money Market and derivatives. Reconciliation of trade done to confirmations. Prepare payment instructions relating to trade settlement, fund transfer. Follow up with brokers or external counter parties on trade discrepancies. Maintain and update customer account. Weekly valuation of investments and reporting. Prepare.

Underwrite both medical and non medical cases according to company's guideline. Perform policy price evaluation for renewal year. respond to policy servicing requests and ensure requests are administered effectively. Work closely with operations and customer service department.

Bachelor Of Arts, Applied Mathematics

Master Of Science, Actuarial And Investment Science

Master Of Science (Ms), Actuarial Science

Bachelor Of Arts (Ba), Mathematics