
I am an experienced onboarding professional with six years at WTW, specialising in client onboarding, fund onboarding, and committee/valuation support. I serve as Secretary to the TWIM Valuation Committee and the IBOR Valuation Group, providing governance coordination, minute‑taking, and reporting across key investment oversight forums. I have also delivered international training in Manila for colleagues in the Global Centre of Excellence. I am seeking to develop my career within investments, ideally in a fast‑paced, collaborative, and client‑focused environment where I can apply my operational expertise and willingness to learn.
Assist in onboarding institutional clients to investment funds.
Coordinate documentation and operational setup processes.
Serve as central liaison among clients, transfer agents, and operations teams.
Prepare agendas, papers, and minutes for valuation committees.
Facilitate international training sessions in Manila.
Participate in reverse mentoring to promote cross-level collaboration.
Facilitated coaching sessions for pre-squad athletes, emphasising stroke development and technique enhancement.
Collaborated with parents to discuss swimmer performance and ensure welfare, maintaining safeguarding standards.
Participated in regular coaches’ meetings to contribute to training plans and assist in squad development.
Strong Client Service approach
Attention to detail
Stakeholder Communication
Fund Onboarding & Operational set-up
Risk awareness
Problem-solving