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Kate Ng Cheong Sang

Kate Ng Cheong Sang

Investment officer

Cim Asset Management






Bank One Limited, International Banking department

Investment Coodinator

In charge of all operational and administrative aspects of the business ( monitoring, CDD checks, advise on client's eligibility to access the Indian market...)

- Selling of banking products to clients which might include either Credit Cards, Mortgage, Loans, Fixed deposit placements or all of these.
- Maintains relationships with existing clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements.
- Contributes to team effort by accomplishing related results as needed.
- Follow the various internal guidelines and procedures of the bank
- Ensure customer satisfaction.
- Resolve customer queries/issues
- Prepare periodic status reports, including daily activity report and calls/follow-ups made
gathering information;
- Reading financial briefings and assessing, analysing and interpreting financial information;
- Undertaking risk assessment analysis;
- Keeping company credit exposures within set risk bearing limits;
- keeping knowledge of key issues up-to-date (for example legal, market risk and compliance issues);

Career medium 05
Career medium 02

Cim Asset Management

Investment officer

- Maintain and develop relationship with broking houses, legal, custodian banks in India
- Assist client in its sub account registration with SEBI and performing administration tasks:
> Assess the eligibility of the clients for FII / Sub account registration and perform customer due diligence check
> Carry out FII services agreement with clients
> Prepare application documents to be submitted to SEBI
> Assist sub account in the empanelment process to Indian brokers
- Keep updated on new developments in the market and ensure that the su-account is in compliance with the relevant policies and regulations
- Ensure quality service to customers through close follow up, personal attention and effective coordination
- Responsible for the trading activity
> Monitor and verify the FII/ Sub account limit
> Authorize trades for investment in the cash, debt and derivatives segments
> Place trade orders with brokers based on the investment advisers' recommendations of the client
> Authorize settlement of trades through the custodian bank
- Reconcile on a daily basis all the investment booked under third party sub account with the custodian reports
- Assist in the implementation of MoneyWare Integra System for the FII operations


Banque Des Mascareignes, back office

Trainee in OPC

- Verify and monitor clients insurance cover
- Prepare bank guarantee and statements
- Update and build up clients' file according to the credit facilities to be granted

Career medium 01

Bank One Limited


Internship in the Treasury and marketing department

University of British Columbia, Vancouver, Canada

Master I, Economics sciences

January to April 2009: Exchange program at the University of British Columbia, Vancouver for the 2nd semester
September to December 2008 : 1st semester at University of Capitole I, Toulouse France

Education medium 02

Université Capitole I, Toulouse, France

Undergraduate (license 3), Money, finance and international economics

University of Capitole I, Toulouse, France

License 2 & 1, Economics and Managements

Lycée Labourdonnais

High School Diploma, Economics and social sciences