Saxo Markets Greater China

Senior Business Manager, Business Management

KPMG China

• Bid manager for Large Deals (> CNY$100m).
• Execute and lead engagements by working and supervising staffs on assigned engagements. 
• Participate, identify and lead business development activities for KPMG's Management Consulting practice relating to customer experience, proposition and growth opportunities, particularly in the Retail Banking and Wealth Management areas.

Associate Director, Management Consulting

HSBC

• Led business analysts and IT project managers on end-to-end project delivery for the Hong Kong Jade by Premier Program applying Agile and Waterfall methodologies.
• Developed effective communication, project governance framework and change & implementation plan to ensure project tasks are completed based on business requirements, timeline, budgets and resource allocation.
• Responsible for regular Project Working Group (PWG) and Project Steering Committee (PSC) updates to in-country Business owners and Group Program stakeholders.

Senior Project Manager, Wealth Transformation, WPB

• Managed ANZ Retail and Private Wealth products on provider due diligences to meet internal compliance and external regulatory requirements.
• Worked closely with Business Management team in prioritising country / regional initiatives, HKMA audit remediation plan and training sessions from external product/service providers.

Product Execution Manager, Private Banking

• Led Business Support and Product Management teams, and managed product functions including define, plan and execute Unsecured Lending strategy to meet financial objectives set by both in-country and regional.
• Led projects by identifying new opportunities, expanding segments, developing new product features and process improvement with tight deadlines to encourage new acquisition, top ups, refinance and minimise natural attrition.
• Collaborated with Credit Risks and Portfolio Management teams to propose pilot programs and ensured financials such as ROI and RAR were met.
• Constantly tracking on product margin, delinquency rates, fee income, bankruptcy, provision recovery to manage financials and prepared action plans. 
• Worked with IT and external vendor across regions to raise incidents, business cases, analyse, conduct UAT and arrange interim solutions while permanent fixes being implemented.
• Successfully implemented and built the first digital marketing campaign for Unsecured Lending in Hong Kong which generated additional ~25% of the business's monthly revenue.

Product Development Manager, Unsecured Lending, Retail Banking

• Subject Matter Expert to review, develop and sign off on BRDs.
• Implemented communication for frontline e.g. policies, procedures, Letter of Offers, customer communication, frontline newsletters and Internet / Intranet contents. 
• Led customer remediation projects and applied lean six sigma methodology to reduce escalation and turnaround time from 80% to above 98%.
• Implemented Mortgages special offers between 2010-2013 for new acquisition and retention.

Senior Product Analyst, Deposits and Mortgages

• Managed and led a team of 15+ call centre consultants.
• Subject Matter Expert on ANZ Mortgage processes, procedures and first contact points for escalation and customer complaint.

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