Jing Yi Lee Email & Phone Number

Singapore

Singapore

RHB Securities• Assisted in the onboarding of future accounts to comply with CDD and FATCA requirement• Indexing of account opening forms and remediation pertaining to FATCA indicia• Preparation of letters to link and follow up with clients to obtain supporting documents and declaration• Responsible for the immediate notification to clients with regards to remisier changes

Singapore

Premier Banking (Offshore)• Assisted with operational submissions to CFS• Generated daily sales report for portfolio optimisation and MIS reporting• Fine-tuned several business processes with Excel VBA leading to enhanced operational efficiency of at least 20 times• Generated dashboards using PivotTables to showcase the allocated portfolios of Relationship Managers to determine if optimisation is required• Liaised between the different business units and teams whom managed regional clients of different geographic locations within Premier Offshore• Spearheaded a Major Project during my internship stint by implementing the use of Excel VBA to automate data migration from SIBS to Excel saving up to 1min per data retrieval request

Bachelor Of Business, Economics And Finance, Distinctions

• Utilised Thomson Reuters Eikon to facilitate analytical and economic research

Financial Business Informatics

• Attained WSQ for SQL Database Structures • Completion of Internship Workshop covering Productivity Concepts, Agile Methodology, Design.