Date: 20 & 21 April 2020 (Monday & Tuesday)
Time: 9.00am to 5.00pm
Venue: Sunway Putra Hotel, Kuala Lumpur
COURSE OBJECTIVE & TAKEAWAY
Upon completion of this Module, participants will be able to:
Lectures and case studies
Jimmy Phua’s last employment was as the Trade Advisor (Vice President) with OCBC Bank Malaysia Bhd. He played an active advisory role on all aspects of OCBC Bank’s import and export Trade operations and Trade financing instruments. His job functions included the review and re-engineering of the Bank’s Trade Operations and Processes, besides training staff (including pipeline interns) on all trade financing products and services. Jimmy was also instrumental in the Bank’s introduction of new Trade products and services.
Jimmy started his banking career with Malayan Banking Berhad as a new Graduate Trainee before moving to The Chase Manhattan Bank N.A (now JP Morgan Chase) to head Trade Finance and Services (Assistant Vice-President). Positions which Jimmy had held before joining this major Singapore Bank were: Trade Advisor for AmBank (M) Berhad, Trade Advisor for EXIM Bank Malaysia Berhad, General Manager of Trade Finance for Alliance Bank Malaysia Berhad, Vice-President and Head of Trade Services for Deutsche Bank (M) Berhad and Assistant General Manager and Head of International Trade Finance for Kwong Yik Bank Berhad (now RHB Bank ).
Altogether, Jimmy has more than 30 years of Trade Banking experience, where he had specific responsibilities for Trade Finance operations and marketing, structuring of Trade Finance deals, conducting in-house training programs and workshops for staff and customers and the Banks’ trade fee and interest income targets and KPIs. He has also conducted numerous seminars on Malaysia’s Trade Financing products, Letters of Credit, Bank Guarantees and Auditing Trade Finance for Institute of Banks in Malaysia, Bank Negara Malaysia, local banks, ICC Malaysia and Management Training Companies. Jimmy was a member of EXIM Bank’s Export Credit Refinancing Working Committee, Bank Negara Malaysia’s New Trade Products Working Committees and ICC Malaysia Banking Committee and Task Group.
He has been invited to present specific product and industry papers on Trade Financing products and services in several Trade Conferences. Jimmy is currently being engaged as a Trade Advisor by a Trade System Development Company, since June 2018 and on-going, to provide his inputs, guidance and experience in the development of an in-house Trade Finance System for a “Special-Purpose Government Bank”.
Early bird fee: RM1, 590 per person - 13 April 2020
Normal price: RM1, 855 per person – SBL Claimable (includes Lunch, Tea-Breaks, Course Notes, Certificate of Completion and 6% SST)
*Group discount of 10% available (for 3 or more participants from the same company)