Kathy Low
Summary
A professional with extensive experience in securities services operations in the combination fo custody, fund services, middle office operations, client services, vault documentation, client services, project management, FX and cash management, and operation risk controls.
Overview
10
10
years of professional experience
Work History
Teaching Volunteer
Self Volunteer
12.2021 - Current
- Prepare the course outline and lesson plan by teaching the Chinese Traditional Culture Education. Modify lesson plan for special need children.
- Teaching children in small groups online, include having discussions with children on topics that are taught, fun quiz that encourage children' participation.
- Established good relationship with parents through consistent communication about their children learning progress.
Associate Director, Securities Services Sales
Standard Chartered Bank (Taiwan) Limited
11.2020 - 07.2021
- Held 2 roles on this position as the securities services sales and the product manager by managing the Taiwan's securities services product scopes. Under the product role, reviewed proposed regulatory changes and evaluated the potential impacts or opportunities on the securities services.
- To meet the annual sales target set by sourcing, pitching and presenting the bank's local custodian bank clearing services, fund accounting services to the foreign institutional investors (FINIs), included presenting the bank's regional custodian bank services to local the financial institutions and banks.
- Managed FINIs' Request of Proposal (RFP) and Questionnaires, addressing local financial institutions' questionnaires.
Director, Change Management, FM & SS Portfolios
Standard Charted Bank (China) Limited
05.2018 - 10.2020
- Managed Financial Markets (FM) and Securities Services (SS) portfolios to ensure deliveries of technology, operation excellence digitization and regulatory projects.
- Being FM and SS co-creator to understand and align both business strategies versus deliverable programme/ projects, supported in acquiring initial requirements for seed funding, business requirements versus proposed solution documentation.
- Collaborated with related internal/ external stakeholders, select recommended solutions that enabled growth of business, reduced time to market, scope and cost to achieve a high-quality deliverable
Senior Manager, Business Supports, SS Operations
Standard Chartered Bank (HK) Limited
04.2017 - 04.2018
Head of Operational Risk and Permanent Control
BNP Paribas Securities Services
11.2016 - 03.2017
Senior Manager, Wealth Management Operations, SS
Standard Chartered Bank (HK) Limited
09.2014 - 09.2016
Education
金融市場常識與職業道德
台灣金融研訓院
台灣01-2021
Cert. For Professional Test On Trust Businesses
The Trust Association of Republic of China
04.2001 -
Bachelor of Business Administration -
University of South Australia
04.2001 -
Skills
- Custodian bank's vault documentation, administrative controls
- Custody Product's Strategies Formulation support
- Local/ Regional Custody, Wealth operations with Relationship Service Management
Timeline
Teaching Volunteer
Self Volunteer
12.2021 - Current
Associate Director, Securities Services Sales
Standard Chartered Bank (Taiwan) Limited
11.2020 - 07.2021
Director, Change Management, FM & SS Portfolios
Standard Charted Bank (China) Limited
05.2018 - 10.2020
Senior Manager, Business Supports, SS Operations
Standard Chartered Bank (HK) Limited
04.2017 - 04.2018
Head of Operational Risk and Permanent Control
BNP Paribas Securities Services
11.2016 - 03.2017
Senior Manager, Wealth Management Operations, SS
Standard Chartered Bank (HK) Limited
09.2014 - 09.2016
Cert. For Professional Test On Trust Businesses
The Trust Association of Republic of China
04.2001 -
Bachelor of Business Administration -
University of South Australia
04.2001 -
金融市場常識與職業道德
台灣金融研訓院
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