Nelly Wang

Senior Associate

2019

Team Lead

2019 - 2019

Bank of Singapore serves high net worth individuals and wealthy families in Southeast Asia, Greater China, Singapore, Philippines, India Sub-Continent and other International markets. • Led a team of 8 Assistant Private Bankers (supporting 16 Private Bankers). • Supervised activity of the team and created accountability with those who fail to maintain BOS’s policies and standards through mentorship and counselling. • Created matrix to track account and credit periodic reviews as well as expiring KYC documents. • Nurtured positive working environment and sense of belonging through coaching and developing team members. • Built rapport with internal stakeholders to ensure timely resolution of all issues. • Selected to participate in monthly meetings with Business Managers and Operations to ensure essential procedures are followed, determine new work procedures, analyze complex and variable issues with regulatory impact as well as contribute to defining new standards.

Marketing Associate (Assistant Private Banker)

2017 - 2019

Client Service Associate (Assistant Private Banker)

2015 - 2017

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. At Morgan Stanley’s foundation are four core values — putting clients first, doing the right thing, leading with exceptional ideas and giving back — that guide its more than 55,000 employees in 1,200 offices across 43 countries. • Facilitated account opening by ensuring proper due diligence and Know Your Client (KYC) documents are in compliance with legal and regulatory requirements. • Executed trades across FX, equity, bonds, mutual funds and structured products in compliance with MAS and HKMA regulations. • Interpreted and conveyed corporate actions to clients for their decision. • Managed expense claims and made travel arrangements for private bankers.

Specialist (Portfolio Services)

2013 - 2015

As a global investment manager, Schroders help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. Schroders is responsible for £500.2 billion (€590.3 billion/$662.6 billion) of assets and has 5,100 people across 6 continents who focus on delivering sustainable returns for clients (figures as of 31 Dec 2019). • Monitored cash flow projections and ensured sufficient funds are available to meet portfolios’ commitments. • Understood trade allocation and confirmation processes, including deployment of appropriate trade discrepancy solutions. • Cultivated awareness of post trade operational cycles and followed up with counterparties in the event of delays or discrepancies.

Operations Executive (FX Options)

2011 - 2012

Tullett Prebon, part of TP ICAP group, is one of the world's leading interdealer brokers. Tullett Prebon facilitates the trading activities of its clients, in particular commercial and investment banks. With offices in 24 countries, Tullett Prebon operates algorithmic matching and risk mitigation platforms, to accommodate its clients' requirements and to satisfy the regulatory driven evolution of the marketplace. • Generated and sent trade confirmations and end-of-day trade reports to banks. • Improved reconciliation process via use of Microsoft Excel. • Compiled training notes and mentored new staff.

Cabin Crew

2004 - 2010

Singapore Airlines is one of the most respected travel brands around the world. It flies one of the youngest aircraft fleets in the world to destinations spanning a network across five continents, with the famed Singapore Girl as its internationally-recognizable icon providing the high standards of care and service that customers have come to expect of Singapore Airlines. • Developed communication and diplomacy skills to interact effectively with crew and passengers of various nationalities. • Honed the skill of adapting quickly to different working styles to work as a team. • Contributed towards and recognized for improving work processes.