J.P. Morgan Private Bank

Portfolio management and custody middle office

Associate

JPMorgan Chase & Co.

Responsible for onboarding, due diligence and client enablement services in institutional banking with regional accountability over Australia and key Asian markets such as Singapore,Hong Kong,Thailand,the Philippines and Myanmar.

• Direct supervision over a team of processors, bank officers, senior bank officers and team leads with responsibility over hiring, coaching, mentoring and performance appraisals.
 • Key stakeholder in the regional KYC management team for the onboarding and due diligence model covering minor and major strategic roll outs for process and technology. 
• Key stakeholder in the Asia Risk Governance Forum, Transactional Banking Forum and various country specific banking meetings with Senior Department Heads and Chief Operations Officers.

Manager - Static Data and Client Enablement Asia

Responsible for the overall leadership of the Client Data Management team of the bank which supports ANZ Singapore and ANZ Hong Kong - Private Bank. Operational jurisdiction involves customer onboarding, account maintenance, banking services and global tax reporting.
• Direct supervision over a team of processors, bank officers and senior bank officers responsible for hiring, coaching, mentoring and performance appraisals. 
• Representative for Retail and Private Wealth Operations for the implementation of Common Reporting Standard (CRS) in the bank. 
• Member of the key working group for the launch and implementation of the Debt Consolidation Program into the bank. Worked closely with credit, loans and collections teams as well as collaborated with partner banks within the Association of Banks in Singapore.

Team Lead for Client Data Management

Oversaw and managed the operational concerns of retail, wealth and private banking sectors of ANZ Singapore via Account Services and Channel Operations. 

•	Lead the centralized servicing unit that supported client enablement and on boarding for the branch network of ANZ Singapore. Product coverage: transactional accounts, credit cards and unsecured loans.
•	Lead the unit that handled pre-payment processing of both inbound and outbound payments of the bank for two years until the creation of the Investment and Trade Operations team.
•	Foreign Account Tax Compliance Act (FATCA) Champion for retail and private banking operations.
•	Accountable for handling the organization's response to financial regulatory authorities covering account investigations.
•	Member of the key working group for the launch and implementation of platforms in line with the bank's adherence to Personal Data Protection Act guidelines as mandated by the Monetary Authority of Singapore.

Lead for Account Services

Wealth Operations Officer

HSBC

Credit Analyst

Senate of the Philippines

Trained under the Office of Senator Pia S. Cayetano of the 15th Congress of the Republic of the Philippines. Involved and exposed to communications, research and administrative work. Member of Pinay in Action 2010 which is an empowerment campaign that promoted women’s rights.

Intern

Leader with experience in retail, private wealth and institutional banking specializing in due diligence and onboarding for Asian markets such as Singapore and Hong Kong. 
Currently responsible for managed account portfolio management and custody middle office.

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