Kai Hern L. Email & Phone Number

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

Handling SME / Commercial / Corporate customer segment. Responsible for daily operation include transaction monitoring, on products banker acceptance, export and import products etc. Besides, reporting suspicious customer transaction, to ensure AML / CFT requirement are met. Additionally, assist projects set by management, for instance perform UAT, etc. Moreover, provide timely and quality support service to customer and bank front liner, to ensure every trade process in accordance with bank… Show more Handling SME / Commercial / Corporate customer segment. Responsible for daily operation include transaction monitoring, on products banker acceptance, export and import products etc. Besides, reporting suspicious customer transaction, to ensure AML / CFT requirement are met. Additionally, assist projects set by management, for instance perform UAT, etc. Moreover, provide timely and quality support service to customer and bank front liner, to ensure every trade process in accordance with bank compliance needs, literacy on SWIFT message, etc. Show less

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

Handling individual / high net worth individual / non-individual (sole proprietorship, partnership, private limited, limited, association, NGO, etc.) customer segment. Responsible in daily wealth asset account opening, such as UT, PRS, mandate, etc. Responsible in successful execution of projects (i.e. manage digitalization channel), mainly perform UAT to drive projects smooth, liaise with PMO / IT / compliance / relevant department to ensure system integrity. Furthermore, support adhoc tasks… Show more Handling individual / high net worth individual / non-individual (sole proprietorship, partnership, private limited, limited, association, NGO, etc.) customer segment. Responsible in daily wealth asset account opening, such as UT, PRS, mandate, etc. Responsible in successful execution of projects (i.e. manage digitalization channel), mainly perform UAT to drive projects smooth, liaise with PMO / IT / compliance / relevant department to ensure system integrity. Furthermore, support adhoc tasks set by management, for example, assist in drafting guideline or manual of department to ensure compliance with SC guidelines, analyzing on data information to perform data rectification, data cleaning, data maintenance, data housekeeping, etc. Show less

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

Handling retail / individual / high net worth individual customer segment. Responsible in facilitating personal loan, credit card, wealth products etc to customer. Expert in convincing customers apply for bank products, with a good interpersonal communication skill. On top of that, manage to won YEAR 2020 TOP SALES AWARD (Champions) with department certificate grant.

Bachelor Degree In Finance And Investment (Honours), Investments And Securities, 3.7753 (Distinction / First Class)

Activities and Societies: Active member in badminton club Majored in Investment and Financial Analysis. Courses included Forex.

Diploma In Finance And Investment, Investments And Securities, 3.3944

Activities and Societies: Active member in badminton club Majored in Finance and Investment. Courses included Accounting, Macroeconomics.