Services
Video meeting . 30 mins
Video meeting . 60 mins
Video meeting . 15 mins
About me
As an Officer at CLSA, I facilitate commission sharing agreements and payments for more than 100 institutions, ensuring that all the commission splits are accounted as agreed rates with clients. I also establish, maintain, and enhance the relationship between the company and external clients, working with cross-functional teams such as front office, legal compliance, finance, and middle office.
With nearly six years of experience in the investment banking and finance industry,
I have experience in Business Analysis, requirement gathering, documentations.
I have developed skills in financial accounting, financial analysis, cash and asset reconciliation, income and cash management, and corporate actions. I have handled clients at FIS (Reliance Trust Company) as a Lead Associate, delivering effective solutions for their Reporting issues.