Mr. Teh Song Lai (Chief Executive Officer)
Mr Teh Song Lai is the Chief Executive Officer of Pheim Unit Trusts Berhad (PUTB). He has more than 23 years of experience as he held many senior positions covering the middle and back offices within the financial services and investment banking industry since 1995. He joined PUTB as Head of Operations in December 2017, spearheading the operations functions in ensuring accurate and timely back and middle office operations and support services for the relevant business/functional units.
Prior to this, he was the Head of Transfer Agency & Client Services in RHB Asset Management Sdn Bhd since 2015, responsible for the oversight of unit holder registry, unit trust operations, client services and office administration support services.
Mr Teh began his career at Association of Finance Companies of Malaysia for 12 years before joining OSK Investment Bank Berhad, specialised in investment operations, nominees/custodian services, project management. He was one of the pioneers in establishing and operationalising a private banking operating model with extensive experience in the integration of businesses and operations arising from mergers of banks. He then took on the role as the Head of Middle Office, Private Wealth Division in Maybank Berhad after having a career with OSK Investment Bank Berhad for over 6 years. Within the 2 years tenure with Maybank Berhad, he was actively involved in developing an open architecture platform that gives ultra high networth clients the access to an extensive array of wealth management products and services around the region.
Mr Teh is a Business Management graduate from Tunku Abdul Rahman University College and holds a professional qualification from the Institute of Chartered Secretaries & Administrators (U.K.).
Cik Zanariah Ithnin (Operations Manager)
Zanariah has more than 13 years of experience in the middle and back offices relevant to the unit trust industry. She joined PUTB in January 2018 as Operations Manager, overseeing the Operations Team to deliver an efficient and robust operational support service to the business and several functional units.
Prior to joining PUTB, she has served in RHB Asset Management Sdn Bhd (formerly known as RHB Investment Management Sdn Bhd) for 13 years since 2005. Her main areas of expertise include, among others, client on-boarding; AML and risk profiling; unit trust fund’s transaction processing and reconciliation; regulatory reporting; design and development of platform supporting new business opportunities to promote revenue uplift; dealing with Trustees, SC, FIMM, EPF and PPA; execution of risk mitigation and controls; crisis management; mergers and harmonisation exercises; processes reengineering/improvement; test plans/scripts for system enhancements; user acceptance tests, project milestones and customer service. In view of her vast experience, she was assigned with numerous cross-unit projects in other functional units in time of need.
Zanariah is a graduate from Universiti Teknologi Mara, and holds a Diploma In Banking.
Ms. Nancy Rioh (Compliance Officer)
Ms. Nancy Rioh is the registered Compliance Officer for PHEIM and she is the designated person responsible for compliance matters. Nancy Rioh has a Masters in Business Administration (International Business) degree from the University of Greenwich, UK, and a Bachelor in Business Administration from the University of Abertay Dundee, UK. She also is an Associate Business Executive (ABE,UK) holder as well as a diploma in information technology. She has nearly seven years’ experience in the stock broking industry, having worked in both the Settlements and the Credit Control Departments at Hong Leong Investment Bank where she attained the position of Manager. Her responsibilities, among others, include ensuring that PUTB comply with the legal and regulatory requirements; the constitution of the funds and internal policies and procedures.