Yuet Lin E Email & Phone Number

Kuala Lumpur, Malaysia

• Reporting on daily stock order and cheque payment• Calling client to pay their contra loss or T+3 Payment.• Keep track on the movement on the stock market with the WinChart / Chartnexus / Bloomberg software.• Remind client on any due on call warrant, right issue or bonus issue or any unusual activities to superior.• Marketing to get more clients to open trading account. • Assist superior in the risk monitoring functions undertaken by CMRM.• Liaise with Dealer’s Representative (DRs) / Authorized Officers of CIMB Bank Berhad (AOs) in respect of daily monitoring of their trading activities.• Review credit papers for assignment of trading limit / force selling account / long or short positions• Review of clients’ accounts to suspend trading / uplift trading suspension.• Prepare daily reporting for internal / regulatory submission.• Perform any other tasks assigned by Remisier

• Issuing cheque, cheque printing, claims, and key in system• Keep track and do bank recon on the Forex.• Issue cheque to client on their margin withdrawal• Daily and monthly recording on the foreign currency movement.• Cash Flow• Closely dealing with dealer regarding client’s account• Bank Recon on 7 banks account• Closely dealing with Deutsche Bank• Handling filing as secretary of Head of Finance• Manage on SWIFT , Rentas and TT• Currencies Conversion• Ensure Hedge Fund accounts information is up to date• Issue Hedge Fund Dividend (Quarterly )• Assistant as Head of Finance

Kajang

• Reporting on daily stock order and cheque payment• Calling client to pay their contra loss or T+3 Payment.• Keep track on the movement on the stock market with the WinChart / Chartnexus / Bloomberg software.• Remind client on any due on call warrant, right issue or bonus issue or any unusual activities to superior.• Marketing to get more clients to open trading account. • Assist superior in the risk monitoring functions undertaken by CMRM.• Liaise with Dealer’s Representative (DRs) / Authorized Officers of CIMB Bank Berhad (AOs) in respect of daily monitoring of their trading activities.• Review credit papers for assignment of trading limit / force selling account / long or short positions• Review of clients’ accounts to suspend trading / uplift trading suspension.• Prepare daily reporting for internal / regulatory submission.• Perform any other tasks assigned by Remisier

Module 6 & 7, Securities Finance, Pass

Bachelor'S Degree, Finance, Second