# LIM CHENG WEI
> Senior Business Analyst

Singapore

## Contact
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Looking for a role where the work drives change and transformation and bring impacts to the organization's future state

## Looking for
Looking for a role where the work drives change and transformation and bring impacts to the organization's future state

## Experience
- Associate Director, GWM – Senior Business Analyst, AI & Transformation — UBS AG (2025-01–Present)
  Rolled out an AI-powered agentic case manager that transforms periodic KYC review process in wealth management division
  - Engaged with stakeholders from front and middle office to map out current onboarding and periodic KYC review process and facilitated workshops to design AI-powered future state.
  - Led junior BAs in crafting user stories and acceptance criteria in Gitlab.
  - Partnered with UI/UX design and dev teams to build an agentic case manager covering end to end onboarding and periodic KYC review journey.
  - Conducted weekly working group with SMEs to gather feedback for application development iterations.
  - Delivered product demos to front-to-back-office stakeholders to promote adoption.
  - What the role involved: Engaged with stakeholders from front and middle office to map out current onboarding and periodic KYC review process and facilitated workshops to design AI-powered future state.
Led junior BAs in crafting user stories and acceptance criteria in Gitlab.
Partnered with UI/UX design and dev teams to build an agentic case manager covering end to end onboarding and periodic KYC review journey.
Conducted weekly working group with SMEs to gather feedback for application development iterations.
Delivered product demos to front-to-back-office stakeholders to promote adoption.
Conduct trainings to end users on any new functionalities 
Run prioritization forum with stakeholders from various functions to define delivery scope for each release
Conduct workshop with relevant stakeholders to finalize feature requirements
Draft Gitlab tickets with business requirements and groom the tickets for effort estimation with developers
Influence stakeholders and developers to achieve common ground
Work with developers to develop features and fix defects
Manage delivery with developers, consults test engineer and manage testing, Prepare weekly working group presentation deck to provide regular updates to stakeholders on the development progress
Conduct user acceptance test and production verification
Provide support in user training
Update user guides with new functionalities
  - Scope: Over 20 developers in 4 regions, users from APAC and Zurich, cover the whole bank periodic KYC review process
- Associate Director, GWM – COO Integration Specialist — UBS AG (2023-09–2024-12)
  Managed data remediation project for Singapore and Hong Kong client migration. Successfully migrated all clients without any blocker due to data issues
  - Designed and implemented a data remediation framework across 200+ workstreams, remediated 180k+ data breaks for client migration.
  - Acted as source SME in client migration working group, provided valuable inputs in data mapping and resolved data issues identified in reconciliation during migration.
  - Coordinated migration strategy reviews and artefacts validation with cross-functional teams.
  - Contributed to Day 2 TOM design for SG/HK entities, including service catalogue and FTE analysis.
  - Performed gap analysis across products, processes, platforms, and policies.
  - What the role involved: Designed and implemented a data remediation framework across 200+ workstreams, remediated 180k+ data breaks for client migration.
Acted as source SME in client migration working group, provided valuable inputs in data mapping and resolved data issues identified in reconciliation during migration.
Coordinated migration strategy reviews and artefacts validation with cross-functional teams.
Contributed to Day 2 TOM design for SG/HK entities, including service catalogue and FTE analysis.
Performed gap analysis across products, processes, platforms, and policies.
Manage data remediation program for client migration project in APAC
Work directly with SMEs to come out with remediation approach
Distribute work to the remediation team in India and advise them when there are questions
  - Scope: Managed more than 100 contractors in 3 regions (Singapore, Hong Kong and India). Executed Client migration project for Singapore and Hong Kong. Owned data remediation program end to end.
- AVP, WM – Initiatives & Transformation — Credit Suisse AG (2022-05–2023-08)
  Managed a bank-wide client reimbursement program, reduced manpower by 50% through automation
  - Managed a bank-wide reimbursement program, streamlining workflows through automation, achieving a 50% headcount reduction.
  - Designed Power BI dashboards and MI reports, aligning data visualization with business needs.
  - Introduced Jira for change governance, enhancing project oversight and stakeholder collaboration.
  - What the role involved: Managed client reimbursement program for Singapore and Hong Kong. Provided updates to front office, operations, legal and compliance. Ensured front office, operations, legal and compliance met agreed SLA for timely delivery of payment and statement to the clients.
  - Scope: Managed cross-function program involving front office, operations, legal and compliance. Owned the program end to end. Streamlined and automated the process. Reduced contractors from 8 to 4. Managed Singapore and Hong Kong clients.
- AVP, IB – Business Analytics & Metrics — Credit Suisse AG (2020-09–2022-04)
  Introduce a data quality monitoring process that ensure all critical data elements are monitored and remediated according to the data governance framework
  - Operationalized data quality rules that aligned with CDO policies for APAC IB ONB and CLM.
  - Designed and prepared MI reports on client static data quality metrics for working group with stakeholders from IT, Ops SMEs and management.
  - Automated manual tasks with Python, improving operational efficiency.
  - Supported bank-wide data migration project and data remediation with third-party vendors.
  - What the role involved: Designed data governance framework for IB operations aligned with the group framework. Identified critical data elements requiring enhanced data quality monitoring. Worked with developers to develop a data quality monitoring process. Automated steps in the process including pulling and sending reports to the relevant team for remediation. Developed dashboard for reporting of data quality metrics. Managed data quality monitoring process and provided updates to management and the governance forum. Supported data remediation and migration project.
  - Scope: Covered IB operations process across onboarding and client lifecycle management. Worked with teams from Singapore, Hong Kong and India. Owned data quality monitoring framework and process end to end.
- Manager, Data Solutions — Dow Jones Aer Co (2017-05–2020-09)
  Led a team to conduct real-time and periodic name screening for a bank and automated hits review processes
  - Led a team of 8 analysts conducting real-time and periodic name screening for a major financial institution.
  - Automated processes and produced MI reports for SLA and capacity tracking.
  - Provided actionable insights for system calibration and UAT during client’s name screening system migration.
- Data Analyst — Dow Jones Aer Co (2016-10–2017-04)
  Performed name screening hit review and improved review accuracy with automation
  - Performed periodic name screening; analysed large datasets to improve review accuracy and efficiency.
- Executive (Research & Publication) — Singapore Chinese Chamber of Commerce & Industry (SCCCI) (2015-12–2016-09)
  Conducted market research and provided useful insights to the relevant government agencies for policy making
- Personal Banking Associate — United Overseas Bank Limited (UOB) (2015-02–2015-08)
  New client acquisition and financial planning

## Education
- National University of Singapore (NUS) — Bachelor of Social Sciences Economics (2010-08–2014-05)

## Skills
- Tools: Microsoft Office Suite, Power BI, Visio, SharePoint, Gitlab, Flowable, G Suite
- Programming: VBA, Python, SQL, Google Apps Script
- Other: Project Management, Data Governance, Automation, Stakeholder Management
- Language: English, Chinese