Mitsubishi UFG Financial Group (MUFG) Aug 2022 – Dec 2022
Transaction Banking Fall Analyst – Trade and Supply Chain Finance
- Prepared MIS reports pertaining to trade products for regional branches on a bi-weekly basis and further consolidated the data on a quarterly basis to provide high level observations and profitability analysis to relevant stakeholders
- Prepared a guidebook using Microsoft PowerPoint to introduce different trade, supply chain financing and cash management products the bank offers to guide rookie relationship managers to engage with their future corporate clients
- Created a trade and supply chain finance products dashboard from scratch to display monthly GZEUS data in a user-friendly and purposeful manner that is intended for senior management to better observe high level insights and profitability analysis of the bank’s products on a quarterly basis so as to aid senior management to make effective and sound strategic decisions
Adyen Jul 2019 – Dec 2022
Sales and Operations – FinTech
- Initiated sales with prospective merchants by providing information pertaining Adyen’s services, such as the amount of transaction fees charged per transaction, prospects’ suitability and requirements, availability of services such as financial reporting and different functionalities that merchants’ accounts can have access to if they are onboarded
- Reaching out to important merchants and helping them to resolve issues pertaining to their faulty payment systems, accessibility of their monthly financial reports, multiple fraudulent transactions and incorrect fees charged
- Attended meetings with different departments across Adyen namely, sales, KYC and underwriting, technical support and operational support so as to be aligned with their monthly objectives and provide assistance whenever required
Bequest May 2022 – Jul 2022
Estate and Wealth Management Analyst
- Assisted in analysing the estate and financial needs of high net worth clients and helping these clients’ achieve their investment objectives based on their risk appetite by using knowledge gained on financial products that the firm offers
- Created a estate planning worksheet that is intended for the firm to guide their advisory processes when engaging with prospective clients. The worksheet includes stating the clients key assets, beneficiaries and their preferred split of assets
- Shadowed colleagues for their appointments with high net worth clients and provided relevant inputs during the consultation whenever necessary