Lisa Sim Email & Phone Number
PB COO Office @ EFG Private Bank
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Lisa Sim Location
- Singapore
Lisa Sim Work
- PB COO Office @ (March 2018 - Present)
- Private Banking Assistant @ (July 2017 - March 2018)
- Private Banking Assistant @ (December 2015 - April 2017)
- Associate Manager @ (August 2014 - December 2015)
- Senior Operations Analyst @ (April 2009 - April 2014)
- Payments Officer @ (July 2007 - April 2009)
- Password Administration Officer @ (June 2006 - July 2007)
Lisa Sim Education
- National University of Singapore
Bachelor of Arts (BA) (Economics)
2003-2006 - Catholic Junior College 2000-2002
Lisa Sim Skills
- Asset transfer
- Banking
- Business Process Improvement
- Business Risk
- CACS1 and 2
- CMFAS 1B
- CMFAS 6A
- Cisco Webex Meetings
- Client Services
- Communication
- Critical Thinking
- Customer Service
- Leading Meetings
- Mentoring
- Microsoft Office
- Negotiation
- Operational Risk Management
- Persuasion
- Policies & Procedures
- Presentation Skills
- Private Banking
- Problem Solving
- Procedure Development
- Procedure Manuals
- Process Control
- Project
- Project Management
- Regulatory Requirements
- Reporting
- Reporting & Analysis
- Risk Management
- Standard Operating Procedure (SOP)
- Teamwork
- investment suitability
- operational risk
- Equities
- Fixed Income
- Mutual Funds
- Securities
- Unit Trusts
- Private Equity
Lisa Sim Summary
- Lisa Sim, based in Singapore, is currently a PB COO Office at EFG Private Bank. Lisa Sim brings experience from previous roles at EFG Private Bank, Julius Baer and Merrill Lynch. Lisa Sim holds a 2003 - 2006 Bachelor of Arts (BA) in Economics @ National University of Singapore. With a robust skill set that includes Asset transfer, Banking, Business Process Improvement, Business Risk, CACS1 and 2 and more. Lisa Sim has 1 emails and 1 mobile phone numbers on RocketReach.
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