Analyst at DBS Bank Hong Kong Limited (2025-12 – Present)
Operational of Greater China and International Banking – Perform Independent Call back, coordinate with branch for retail service to PB and TPC clients.
- Solicit new account and CASA deposit balance from (Greater China) and cultivate long-term relationship with customers for further business opportunities
- Handle PB and TPC Front Office enquiries relating to sales and operations procedures and matters as required.
- Provide quality services and understand customers' financial needs
- Account Opening – Liaise with RM team to handle PB and TPC onboarding documents including document checking, scanning, and physical document archival.
Assistant Manager at DAH SING BANK (2021-01 – 2024-01)
- Work towards KPI target by acquiring new account, SME loan business and CASA deposit balance
- Build and manage sales pipeline effectively by generating new leads from own network and working closely with branches to identify SME loan opportunities
- Follow through the whole loan application process, from application submission to loan drawdown
- Ensure KYC/CDD compliance for all new to bank and existing customers and exercise risk assessment for new customers by following all necessary procedure of KYC
- Comply with customer data protection, regulatory conduct, compliance requirements and practices as defined by internal and external requirements
Financial Service Manager at Bank of Communication (2017-11 – 2021-01)
- Promote full-range of retail banking products and services to achieve sales targets, provide professional investment advices to customers
- Open Business Account
- Annual review for Business loan
SME Relationship Manager at Industrial and Commercial Bank of China (2016-06 – 2017-02)
- Prepare full credit proposals and conduct credit analyses for corporate/ commercial clients in both HK and PRC
- Undertake relationship building, customer contact and pipeline management for both existing and new to-bank customers
- Develop and maintain corporate client relationship
Finance Service Manager at DAH SING BANK (2015-05 – 2016-05)
- Meet and exceed sales targets assigned
- cross-selling banking insurance and loans products for meeting customers' needs
Loans Manager, Unsecured Lending at STANDARD CHARTERED BANK (2012-01 – 2015-01)
Department: New Business
- To achieve individual assets / liabilities and revenue targets through acquiring new accounts.
- To provide quality and professional advice to business owners on their various financial needs.
- To develop and maintain active referral relationships with Relationship Managers and other customer sources
Loans Manager, Unsecured Lending at STANDARD CHARTERED BANK (2008-03 – 2012-01)
Department: National Sales
- Perform outbound warm calls to our existing customers
- Handle enquiries related to personal loan, CASA products
- Promote personal loan products by understanding customers financial needs
