Beverly Lim

2A Dunsfold Drive Singapore 357675 - Beverly Lim Ying Xian - Driven, responsible and dedicated professional with background and qualifications in Fiduciary Services, Project Management, Compliance and ELT. Education Project Management Institute (PMI) Certified Associate of Project Management (CAPM No-) Project Management Basics - CAIC University of Cambridge (UK) CELTA (Certificate in Teaching English to Speakers of Other Languages) Cambridge English Pass A (Accreditation No. 501/1891/2) Society of Trust and Estate Practitioners (STEP), Singapore 2021 - Awarded in association with the International Trust Companies Association (ITCA) and Alliance Manchester Business School (Alliance MBS), a school of the University of Manchester STEP Certificate in Anti-Money Laundering STEP Diploma in International Trust Management (Membership No. 267505): - Trust Creation Law & Practice - Company Law & Practice - Trust Administration and Accounts - Trustee Investment and Financial Appraisal ACAMS: Association of Certified Anti-Money Laundering Specialists CAMS Certified Member (Graduate): ER- CAMS Certification - Virtual Classroom Series APAC - National University of Singapore (NUS) Faculty of Arts and Social Science, Sociology Bachelor of Arts and Social Science (with Merit) - Experience Nyoibo Studios, Jianlai Global Freelance Copyeditor January 2022 - present Shadow Cloud Translations Pte. Ltd., Singapore August 2021 - present Teaching of English as a Foreign Langauge Elementary English as a Second Language - Dissected problems to present them in a more approachable manner for students. - Prepared tutoring sessions to ensure the student's academic development. - Helped the students gain confidence and learning skills. - Preparing of online/offline classroom training material customised for student's needs. Business English - Worked with the student to develop a tutoring plan that fits their individual needs. - Created academic plans to facilitate the accomplishment of goals. - Managed and accommodated students' schedules. updated 06 January 2022 Translator Team Manager - Provision of online translating services to China clients - Managing group of officers in meeting day-to-day business objectives - Preparation of training materials for onboarding of new staff Chief Operations Officer (COO) - Assisting expansion of business in China market through maintaining of website - Managing and handing of several projects and portfolios Société Générale, Singapore August 2015 - September 2021 SG Trust (Asia) Ltd - Fund and Corporate Trust Manager - Head of Corporate Trust Team, managing several large accounts - Training of junior staff in day to day operations and supervision/checking of their work - Preparation of SOP manuals and writing of training guides for junior staff - Handling of several projects simultaneously on top of day to day operations - Oversight of compliance/KYC matters according to tightening industry standards SG Trust (Asia) Ltd - Fund and Corporate Trust Administrator Fund Administration: - Preparation of Trust documents (e.g. minutes/resolutions, loan agreements) - Preparation of KYC and onboarding documents - Handling of fee payments and raising of invoices - Maintainance of client static data on Navision - Periodic and AML Reviews - Ensuring that subscriptions, redemptions and transfers are completed in a timely manner - Tax and compliance reporting to financial bodies and authorities - Liaision and communication with third parties e.g. Fund Managers, custodians, legal advisors, auditors and clients - Continual review of processes to ensure optimum efficiency Fund Accounting: - Reconciliation of cash and investments - Preparation of monthly NAV and investors statement of holdings - Preparation of yearly and half-yearly financial Statements SG Kleinwort Hambros, Channel Islands (Guernsey) August 2017 - December 2017 (Short-Term Assignment/Secondment from Singapore office) SGKH - Private Trust Administrator (Secondment from Singapore office) - Preparation of Trust documents (e.g. minutes/resolutions, loan agreements) - Completion of Periodic Reviews and Investment Reviews - Handling of fees and invoice payments, fee notes and write-offs - Ensuring compliance of IHT, FATCA and CRS reporting to HMRC - Maintainance of client static date on Navision - Handling of Companies in Liquidation, legacy accounts and complex cases involving distributions by way of share capital redemption - Migration of Panamanian companies to Guernsey - Handling client requests and dealing with complaints according to SOP - Capital Appointment and Distribution between UK Trust and Companies - Payment of invoices and clearing of receipts using Straight Through Processing system updated 06 January 2022 - Continual review of processes to ensure optimum efficiency DBS Private Bank, Singapore October 2014 – July 2015 (continued employment after acquisition of SGPB by DBS) Securities & Fiduciary Services Operations (SFSO)-Trust Ops Trust Accounting: - Book keeping and Reconciliation of portfolio of around 200 Client Accounts - Preparation of Financial Statements - Writing of Standard Operating Procedures (SOP) for DBS Trust accounting processes Trust Operations: - Assisted in the preparation of Directors/Trustee Minutes, and payment instructions - Vaulting and electronic management of documents - Social Representative: Organisation of activities and welfare Société Générale Private Banking, Singapore August 2013 – October 2014 SG Trust (Asia) Ltd - Trust Accounting - Assisted in the implementation of Electronic Data Management System (EDMS) with regards to Trust - Trust Accounting: Book keeping and Reconciliation of all Private Trust Accounts Awards Skills Future Study Award for Financial Sector 2017 awarded by Monetary Authority of Singapore (MAS) 2017 Skills - Experienced and skilled in use of NavOne, Navision 2009 and Nav7.1 Comfortable with the use of banking software Olympic and Avaloq ICDL Certification for Microsoft Excel (Advanced) Competent in Intermediate/Academic Korean (Certification: 연세대학교 - Yonsei University, Seoul and NUS Language Preparation Programme). Capable of basic French (Certification: Alliance Française de Singapour). Also native proficiency in English and Chinese. - Certified Standard First Aid (CPR + AED) and Canine First Responder. - Extensive knowledge on use of Zoom and online training platforms. updated 06 January 2022