Jacilyn Woo Email & Phone Number

Singapore

Singapore

•Defined and aligned the product’s vision and strategy for the Proprietary Portfolio Consolidation Cross Assets Order & Execution Management platform and Derivative Product Suites (web and mobile)•Collaborate with business to understand customer requirements and develop tailored solutions to support the External Assets Management Private Wealth Business•Managed product development through collaborative solutioning with the technical team and defining the user stories and setting acceptance criteria•Developed the product roadmap and releases by overseeing sprint planning and review, ensuring effective backlog management and prioritisation of work for timely deliverables to stakeholders•Reviewed and optimised processes in the product development and deployment process •Planned and executed the end-to-end testing of product to ensure adherence to quality deliverables•Conduct product demonstrations to potential clients by showcasing key product features to address client’s needs•Conducted market trend and competitor research and analysis for continuous refinement and development of the product

Key Projects• Setting up of Joint Venture: Co-Led Products Team in the setup of the new strategic Joint Venture with Siam Commercial Bank• MAS 610: Managed the end-to-end requirements gathering, solutioning, testing, go live and designed the TOM (Target Operating Model)• Digital Assets: Developed the strategic paper for the bank’s DA roadmap and organized the DA focused clients’ dialogue & event• Fixed Income Trading: Drafted the business case and feasibility study for Fixed Income Trading in Asia• Assist to streamline and champion the adoption of Agile methodology with Business Owners• Process Enhancements: Drives process reviews, automation to streamline efficiencies in Sales, Execution, Trading, Middle Office and Global Application Support teams• Direct Access Clients (DAC) Whatsapp: Launched the DAC Chat, allowing DACs to engage the advisor via Whatsapp Business & Risk Management• Cost, Revenues and Client Management: Supports the Sales & Execution Desks with internal cost charging, tracking, reporting & reviewing of performance of Clients who have direct access to Execution Desks and/or Night Desk• Desk Capacity Optimisation: Supports the DACs and Night Desk Client service offerings through optimization/capacity management and steering clients to automated solution• Data analysis & Reporting: Tracks and creates MIS reports on Asia’s total AUM, positions, transactions, top performing RM and clients for senior management• Suitability & Disclosures: Streamlined the Asia’s suitability and product & risk disclosure framework for Markets APAC• Policy Management: Manages and authors policies under Markets’ APAC• 1LOD Controls Framework: Defined and set up of 1LOD controls for the Sales/Execution, Trading and Middle Office• New Product/Business Approval: Drives the NPA (New Product Approval) Process for new products and conducts periodic product post implementation reviews to ensure continuous adherence and compliance to the latest regulatory framework

Singapore

Project Analyst (Client Service Network Asia’s SME for JB2.0 Asia T24 Project - Periodical Fees, Account Closure Process)• Represented CSN Asia as a Techno-Functional Business Rep for JB2.0 Asia Project from Requirements gathering to Testing to Change Management • Devised CSN’s T24 menu & screens to enhance usability, reducing processing errors for staffs• Designed Interest and Periodical Fees Reports for Front Office to provide an overview of charges to Client & to facilitate Front Office in funding of accounts• Provided UAT support & Coordinated several Cross Departments UAT to ensure the coverage of end-to-end testing • Designed & coordinated the migration process of 1 month’s of Olympic Periodical Fee into T24 to facilitate billing & re-alignment of Periodical Fee Period• Spearheaded ACM’s Data reconciliations & Clean up in preparation for Project rollout • Participated in Monthly Dress Rehearsal for post-migration reconciliation checks to ensure migration accuracy• Worked on Change Management Activities to assist staffs in adaptation of new system & processes – such as creation of new ARIS process maps and manuals, streamlining of Internal forms, preparation of training content, planned & conducted user trainings• Rebuilt a new Docs & Call Backs Management System (Access DB) for traceability of documents & storage of Call Back details with Clients • Maintenance of RM NET Asia - an one-stop portal, providing Front Office a consolidated view of resources required for Client Relationship Acquisition & Management • Streamlined SSN Asia Processes with the use of VBA Macros to develop low-cost & effective business solutions: Creation of Pricing Deviation Report to flag out incorrect Price Codes that are applied to Client’s Accounts, Semi-automated the Olympic Credit Card Guarantees Creation & Maintenance Process, Automated the generation of Monthly Reporting Metrics, Semi-automated the Closure of Account Tracking Process

Singapore

Project Analyst (Client Service Network Asia’s SME for JB2.0 Asia T24 Project)

• Handles daily BAU CDD tracker global reporting for senior management across the group• Supports the ad-hoc reporting requests from the key stakeholders across the group• Enhances and automates BAU reports with the use of VBA macros to reduce overhead, increase accuracy and efficiency in report generation

Testing (Projects & BAU - Test Lead)• Preparation of test estimates & test plan for projects• Preparation & execution of test scenario, test cases and test status reporting to the different stakeholders• Responsible for the overall success of testing, including results verification and release sign-off• Work with developers to troubleshoot problems with the systems and to ensure high quality releases on timeAnalysis & Requirements Gathering• Elicit requirements from users and preparation of Functional SpecificationsUAT and Prod Support & training• Provide UAT & Prod support to users and manages change requests• Perform analysis and provide resolutions on UAT issues• Preparation of application training guides for business users, L1 and L2 support• Provide ad-hoc operational and technical support to the users of applicationsOther:• Assisted in the data migration of vendor CRM System to the new in-house CRM Application and the decommissioning of previous generation of CRM system• Involved in the rolling out of the first in-house developed CRM Application • Performed database analysis and mapping requirements for Jasper Reporting Project• Led the SIT testing team in the Merrill Lynch-BJB Integration project (Client Migration) and ensured the prompt & successful delivery of the project Projects Involvement:2012- Customer Relationship Management (CRM)- Relationship Manager (RM) Workbench- Call Report- Applications Access Control- Jasper Reporting (Domain Reports & SQL Reports)- RM Qualitative Scorecard2013- Merrill Lynch-BJB Integration project (Client Migration)- Enhancements to CRM-KYC System- Interfacing CRM-KYC System to Olympic AS400 Corebanking System- FATCA CRM Project2014- Enhancements to CRM-KYC System- FATCA CRM Project2015:- KYC Name Check- KYC Questionnaire (Annual Review)Applications know-how:- Olympic AS400 Corebanking System- Jaspersoft Reporting Tool

• Support the PPO Team in managing IT financials for Asia and Middle East Region• Assist in regular monthly reporting to various IT stakeholders• Revised and Improved the invoice processing process via Microsoft SharePoint• Handled database updates and manage small IT Projects changes

• Provide marketing and administrative support for implementing eDM campaigns • Assist in the maintenance of SEM & SEO programs for marketing campaigns in Asia• Responsible for updating marketing campaign results • Responsible for creation and maintenance of Web 2.0 marketing campaigns in Asia• Update and maintain E-store via web-based Content Management System• Assist in managing & analyzing results for e-mail marketing campaigns • Provide support for the preparation and migration for the New Global Web Platform in Asia

• Crafted OLA & SLA for upstream and downstream systems• Revamped the PeopleSoft system architecture high-level overview • Created broadcast templates via Microsoft InfoPath for the team’s usage• Handled database updates and control-m releases• Improved the incident management process via Microsoft SharePoint

• Assist the enhancement team in implementing change requests to the system• Assist the operations support and planning team in executing pre-operations checks, actual operations monitoring and post-operations analysis activities• Completed one project life-cycle of application development, testing and implementation• Worked with colleagues to develop the awards section for all schools and the removal of primary four streaming system

Bachelor, Information Systems Management, Second Major (Marketing)

Diploma, Information Technology

• 1st for Robocom in NUS Computron (2006) - Annual national computing competition