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 processed in accordance with internal policies and regulatory requirements.- Direct liaison with; and support to internal clients through hotline/advisory support. Business partners include but not limited to within operation, legal and compliance, business risk management, project teams.-Engaged in ac hoc projects, including systems change, process improvement, cross-border initiatives, new regulatory changes from requirements gathering through to implementation.

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 clients, such as trading counterparties, front office. Ensure daily process and procedure comply with company's standards, policies and regulatory requirements. Prepare monthly regulatory reports and brokerage reports. Support ongoing regulatory audit requirements on regular and ad-hoc basis. Support ad-hoc projects such SOP review and UAT.

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 weekly and monthly reports for internal audit ad regulatory department.

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