Priya Tan

42 Jalan Merdeka, Kuala Lumpur 50050, Malaysia
+60 3 4521 7834 | priya.tan@email.com
linkedin.com/in/priytanfinance


PROFESSIONAL SUMMARY

Results-oriented Institutional Trust Officer with extensive experience in fiduciary services, asset management, and client relationship management. Proven expertise in trust administration, regulatory compliance, and treasury management with a strong foundation in corporate finance and banking operations. Skilled at managing complex institutional accounts while ensuring adherence to federal laws and industry regulations.


PROFESSIONAL EXPERIENCE

Institutional Trust Officer
Maybank Trust Services, Kuala Lumpur
March 2019 – Present

• Manage a portfolio of institutional trust accounts totaling over $850 million in assets, including corporate trusts, escrow accounts, and pension funds
• Administer fiduciary responsibilities for 45+ institutional clients, ensuring compliance with federal regulations and trust agreements
• Coordinate with corporate finance teams to execute treasury management strategies, including ACH transactions, deposits, and payment processing
• Conduct comprehensive research and analysis on investment opportunities and asset allocation strategies to optimize portfolio performance
• Collaborate with legal counsel to interpret trust documents and ensure adherence to federal law and banking regulations
• Develop and maintain client relationships through regular communication and quarterly account reviews
• Utilize SAP and Microsoft Excel to generate detailed financial reports and track account performance metrics
• Reduced processing time for escrow disbursements by 30% through implementation of streamlined procedures


Senior Trust Administrator
CIMB Wealth Management, Petaling Jaya
June 2015 – February 2019

• Administered 60+ personal and institutional trust accounts with combined assets exceeding $400 million
• Processed trust distributions, loan payments, and expense reimbursements in accordance with trust provisions
• Prepared comprehensive account statements and tax documentation for trustees and beneficiaries
• Coordinated with asset management teams to execute investment strategies and rebalance portfolios
• Ensured regulatory compliance through regular audits and documentation reviews
• Trained and mentored three junior trust administrators on fiduciary responsibilities and banking procedures
• Implemented Ceridian software for improved workflow management and staff development tracking
• Managed construction loan disbursements and escrow accounts for commercial real estate projects


Trust Associate
Hong Leong Bank, Shah Alam
August 2012 – May 2015

• Supported senior trust officers in the administration of 80+ trust and estate accounts
• Processed daily transactions including ACH transfers, deposits, and payment authorizations
• Maintained accurate records of trust assets, income, and distributions using accounting software
• Responded to client inquiries via email and phone regarding account status and transaction processing
• Assisted in the preparation of annual trust account reviews and beneficiary reports
• Coordinated with treasury management department to optimize cash flow and investment strategies
• Conducted research on regulatory changes and updated internal procedures accordingly


Financial Services Representative
Public Bank Berhad, Kuala Lumpur
January 2010 – July 2012

• Provided comprehensive client services for small business and individual banking customers
• Processed loan applications, credit cards, and deposit account openings
• Achieved 125% of sales targets through proactive relationship management and product recommendations
• Educated clients on treasury services, payment solutions, and cash management products
• Resolved customer inquiries and issues related to accounts, transactions, and banking services
• Maintained thorough knowledge of banking regulations and compliance requirements


EDUCATION

Master of Business Administration (MBA), Finance
Universiti Malaya, Kuala Lumpur
Graduated: May 2012

Bachelor of Science in Finance
Universiti Teknologi MARA, Shah Alam
Graduated: May 2009


CERTIFICATIONS

• Certified Trust and Fiduciary Advisor (CTFA)
• Certified Treasury Professional (CTP)
• Series 7 Securities License


PROFESSIONAL SKILLS

Fiduciary Services: Trust Administration, Estate Planning, Asset Management, Escrow Management
Financial Analysis: Corporate Finance, Treasury Management, Investment Analysis, Portfolio Management
Banking Operations: ACH Processing, Deposits, Loans, Payment Systems, Cards
Regulatory Compliance: Federal Law, Banking Regulations, Fiduciary Standards
Technology: SAP, Microsoft Excel, Ceridian, Banking Software
Client Management: Relationship Development, Client Services, Communication


PROFESSIONAL AFFILIATIONS

• Member, American Bankers Association (ABA) Trust and Wealth Management Section
• Member, Financial Planning Association (FPA)


ADDITIONAL INFORMATION

• Authorized to conduct fiduciary activities in accordance with state and federal banking regulations
• Active participant in staff development initiatives and training programs for junior trust professionals