Jaslyn Lim Email & Phone Number

More than 10 years of experience in the Financial & Banking industry as a customer service officer with DBS.Assisted in both internal and external customers’ financial portfolio meticulously and efficiently with accuracy in my previous role as a Cash Officer.Was an RNF certified Assistant Relationship Manager in DBS Treasures segment, providing client service support to Wealth Managers, handles Wealth Managers' Treasury products and sales related documents such as Bonds, ELN, CLI, GLN, Gold Account and Structured Products. Submitted securities transfer requests and credit facility documents for department’s processing, reviewed clients’ completed financial profile in system for bank product purchases/subscription of fund(s), as well as attend to other adhoc administrative duties such as courier arrangements, fee waivers and booking of meeting rooms. Assisted onshore & offshore branch walk-in clients on account administrative matters such as new client onboarding, setting up of new or additional deposit/investment accounts, update of personal details, retrieval for statements & transactional history, answer to card enquiries and resolving Internet Banking issues.Advanced to Bank of Singapore as a Rotational ARM under PAINT-Thai market, took instructions from clients and executed trade orders (e.g., Equity, various Structured Products, Accu/Decu), remittances, card applications, performed periodic reviews, rollover of clients’ loans and time deposits, as well as assisted in new account onboarding and additional account opening.Currently with Maybank Private Wealth as a Client Relationship Associate under Malaysia market, handling new and additional account opening (Private Wealth and Retail accounts), taking instructions and executing of trade orders (e.g., Equity, Options, various Structured Products, UT, Bonds, T-Bills, Accu/Decu), execution of internal fund transfers and remittances, performing periodic reviews, performing name screening, renewal of clients’ loans and time deposits, and also updating of clients’ contacts. Handles adhoc requests such as courier arrangements, depositing of cheques, arranging airport transfers and birthday gifts for clients, booking of meeting rooms, as well as resolve clients’ card and online banking issues.