Kay Chin Foo Email & Phone Number

Singapore

• Processing orders and transactions from trading desks and branch offices.• Assisting in the clearance, settlement, and investigation of client FX & Options transactions.• Performing trade verifications, generating and matching trade confirmations (MT300, MT605) , and completing settlement tasks (MT202, MT604). • Clearing daily outstanding Nostro items by performing detailed reconciliation.• Managing daily margin processes including sending emails to counterparties and coordinating margin settlements. • Preparing and submitting weekly/ monthly report such as Timeliness Report for FX and Options, LBV (Ledger Balance Verification) Report.• Developed macro for bi-weekly Timeliness Report. • Associating risk and ensuring compliance with applicable laws and regulations.

Singapore

• Provided financial advisory services to customers by understanding their financial situations and needs.• Helped customers to achieve their financial goals through cross-selling of comprehensive range of wealth management products such as unit trust, structured deposits, insurance and loans.• Built long-term relationships with them through the delivery of exceptional after-sales service.

Singapore

Marketing• Involved in sales and marketing activities to increase brand awareness.• Planned and prepared for events campaign activities. • Liaised with exhibition organizers, booth contractors, transporters for all pre and post exhibitions/events campaign activities.• Presented marketing plans and strategies to multiple audiences.• Strategized, planned and executed digital marketing programs to maximize profits/ drive sales to ecommerce sites including Lazada and Shopee. Managed and monitored ecommerce sites and social media accounts.• Developed the content and design artwork (photography, infographics) for online platforms and social media.• Monitored marketing performance.• Compiled financial and statistical information, came up with appropriate courses of action.• Cost and budget planning.Operations• Placed order with selected suppliers/vendors.• Liaised with suppliers and customers on orders, shipment, and invoicing aspects.• In charge of stock receive. Verified receipts of items by matching supplier invoices and delivery orders against order list.• Prepared detailed quotations.• Prepared invoices and followed up with clients, suppliers and partners as needed.• Documentations and reports (PPT/ reports for meetings and activities, recipe, order list, SOP etc).• Other ad-hoc duties (data entry, stock-take, license/permit application and renewal etc).• Liaised with suppliers and partners.• Ensured all staffs follow standard procedure.• Ensured smooth operation and functioning of company.

Kuala Lumpur, Malaysia

• Performed reconciliations for Treasury daily transactions and reports. Treasury products covered such as Forex, Derivatives, Fixed Income.• Monitored and tracked unconfirmed Treasury deals from clients.• Worked closely with dealers and Relationship Managers to obtain documents required for Treasury transactions and ensure confirmations of Treasury transaction received on time.• Assisted in clients' queries and problems regarding email/online/hardcopy confirmations. Established good relationships with clients.• Created "Customer Excellence Experience" to increase efficiency in operational process.• Developed macro in Microsoft Excel to increase efficiency in control purposes.• Provided MTM (mark-to-market) report to clients on timely basis.• Performed signature verification for Treasury documentations.• Performed callback for settlement instructions received from clients.• Prepared monthly brokerage charges report.• Monitored the account entries for Nostro charges and cleared daily outstanding Nostro items.

Kuala Lumpur, Malaysia

• Designed and developed an Operations and Technology (O&T) Bulletin/ Newsletter for communication among the O&T population.• Refreshed and promoted the O&T Portal Website• Worked closely with financial department on the submission and queries of monthly accruals, amortization, and Technology Financial Report.• Prepared accrual for monthly submission.• Prepared Local Operating Procedures(LOPs) for monthly accruals, amortization and Technology Financial Report.• Prepared monthly financial review deck to Country Operation Officer(COO).• Assisted in other adhoc projects (data entry, Voice of Employees events)