RESUME of Chiu Ning Yi (Ruth)

Contact Telephone: 62478511 | email: snufkinchiu777@gmail.com |

Address: Rm2210, 22/F, Tin Hee House, Tin Ping Estate, Sheung Shui, N.T., HK
Updated by: 6 Oct 2015

WORKING EXPERIENCE
07/2014 Present

J.P. Morgan Chase & Co., Private Bank, PB Asia Accounts Control Team
Professional
Review the documentations including KYC & Non-KYC to maintain the accounts and update the system
Account opening (IM), fees set up and account closure request, capitalized interest before account closure
Monitoring accounts activities and status, control block and unblock accounts, handle the blocking grid, provide the
guideline and reason of the block code. Work closely with the approver as they will provide the instruction to block or
reactivate the accounts.
Handle Holdmail service including set up the service and termination
Handle return mail to ensure the banks record is updated
Set up the currency, adjust the OD rate for transaction team
Review outgoing transaction ticket, signature and call back verified
Monthly Control Report: monitoring the outstanding documents, block the inactive account, check the login status of
e-banking, follow up the outstanding return mails
Cooperate with Customer Service Officers, BQC, BQA, Compliance
Check the bankruptcy case for the entities and escalate to compliance if necessary
Set up Opics for new account and sub account
Handle email enquiries, including account status, token, reassignment, report and data extract

07/2013 - 05/2014

Merrill Lynch (Asia Pacific) Limited, Global Wealth and Investment Management (GWIM),
Hong Kong
Administrative Assistant
Handle new account opening process, account maintenance and account closure
Prepared and review Julius Baer account opening documentations with Customer Service Officers for Merrill Lynchs
client to on boarding to Julius Baer
Assist Residual Asset Management team: regarding contact client for account closure matters, documentations prepared,
monitor the account activities and status, provide report to Management for review, KYC, company search, re-profiling
Report client complaints to Compliance and prepare Acknowledgment letter to customers
Follow up clients payment instruction (e.g. check issued, equities / cash transfer)
Apply system access (e.g. account database, trade order system and asset transfer system)
Prepare expenses reimbursement for GWIM HK Office employee via Concur system
IT supporting (e.g. resolve system access issue, eFax services)
Handle deceased account, follow up the documentation with solicitor for Legal review

Other Working Experience

09/2012 - 03/2013

Euro Go GMBH (in Germany)

Shipping and Customer Service Officer
Shipment arrangement: prepared parcel, Goods inventory
Prepared shipping document, problem solving for the delay parcel
Customer service: contact client, audit confirmation

06/2011 - 06/2012

Parsons Music Limited

Piano Tutor
Teaching piano
Technical improvement
Theory lecture
Exam preparation

05/2008 06/2011

Pollyform Apparel Limited

Assistant Merchandiser
Merchandising/Trading for Lingerie & Swimwear: Mainly contact person among Mainland China Factories
QA: Arrange product sample procedure and checking sample before meeting with client
Translate and prepare documents for China Factories, data entry
Follow up the shipment product

ACADEMIC QUALIFICATION
Period

School

Certificate

2014/ present
2006/07
2000/06

UK Kingston Bachelor of Music (Honors)

(Self-studying)
Fanling Lutheran Secondary School

In progress
HKCEE
F.1 F.5

SKILLS
Language Proficiency
English
Chinese (Cantonese)
Chinese (PTH)
German

Well-communicating Skill
Proficiency
Well-communicating Skill
Beginner (A2)

Computer Knowledge
English Typing
Chinese Typing
Microsoft Office
Adobe Photoshop

Well
Cang jie
Good in Word, Excel, PowerPoint
Good

RESUME of Chiu Ning Yi (Ruth)

Contact Telephone: 62478511 | email: snufkinchiu777@gmail.com |
Address: Rm2210, 22/F, Tin Hee House, Tin Ping Estate, Sheung Shui, N.T., HK
Updated by: 6 Oct 2015

Professional Qualification
Year

Professional Certificate

Institution

2011/02
2008/09

ATCL Recital (Piano) with Distinction

Grade 8 Theory Pass

TRINITY
ABRSM

Religious Belief
The Christian religion