Product Management Group
CurrentPre-trade Compliance Check (PTCC) - Drive transformation and digitization projects to integrate investment suitability controls, HKMA, MAS and DFSA regulation into the system● Successfully led the global rollout of the new pre trade compliance checks system in 2020 to 1000 users.● Increased potential revenue of $200k+ pa for next 5 years by proposing the portfolio risk suitability check in lieu of existing controls.● Lead the Agile team to deliver quality deliverables on schedule. ● Provided trusted advice to relevant policy and procedures team on possible solutions that can be incorporated as part of pre-trade checks.Successfully drove the transition to digitized order management for Bonds and Funds in 2018 for 500 users