Simon Pho
Mont Albert,Vic
Summary
Dynamic Managing Director with a proven track record at Able Financial Consulting, excelling in operations management and client relationships. Spearheaded strategic initiatives that enhanced client engagement and satisfaction, while mentoring teams to optimize performance. Expert in financial strategy development, driving significant improvements in resource allocation and project efficiency.
Overview
31
31
years of professional experience
Work History
Managing Director
Able Financial Consulting Pty Ltd
03.2018 - Current
- Led strategic initiatives to enhance client engagement and satisfaction.
- Developed and implemented financial strategies to optimize resource allocation.
- Supervised cross-functional teams to drive project completion and efficiency.
- Analyzed market trends to identify growth opportunities and inform decision-making.
- Fostered relationships with stakeholders to strengthen collaborative efforts and partnerships.
National President
Hong Kong Australia Business Association
08.2018 - 02.2021
Owner Manager
Bank Of Queensland
05.2010 - 04.2018
- Developed and implemented financial strategies to enhance customer experience and retention.
- Led team in optimizing operational efficiency through process improvements and staff training initiatives.
- Fostered relationships with clients to identify needs and deliver tailored banking solutions effectively.
- Analyzed market trends to inform strategic decision-making and product development efforts.
- Mentored junior staff on best practices for client engagement and service excellence.
- Managed budgeting processes, ensuring alignment with organizational financial goals and objectives.
State President
Hong Kong Australia Business Association
01.2005 - 02.2017
- Led strategic initiatives to enhance bilateral trade relations between Hong Kong and Australia.
- Cultivated partnerships with key stakeholders to promote business opportunities in both regions.
- Coordinated events and forums to facilitate networking among business leaders and government officials.
- Developed marketing strategies to increase association visibility and member engagement.
- Mentored emerging leaders within the organization, fostering professional development and collaboration.
State Sales Manager
HSBC Bank
03.2003 - 02.2005
- Developed and executed sales strategies to enhance market presence across assigned territories.
- Cultivated strong relationships with key clients, resulting in increased customer loyalty and retention.
- Analyzed market trends and competitor activities to identify growth opportunities and adjust sales tactics.
- Collaborated with cross-functional teams to ensure alignment on product offerings and promotional initiatives.
Branch Manager
HSBC Bank
05.1995 - 02.2003
- Led branch operations, ensuring compliance with regulatory requirements and internal policies.
- Developed and implemented strategies to enhance customer satisfaction and retention.
- Managed a team of banking professionals, providing mentorship and training for skill development.
- Analyzed financial performance metrics to identify growth opportunities and improve service delivery.
Education
High School Diploma -
Minh Duc High School
Saigon Vietnam Skills
- Operations management
- Staff management
- Quality assurance
- Team collaboration
- Client relationships
- Mentoring and training
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Full Professional
English
Full Professional
Vietnamese
Full Professional
Timeline
National President
Hong Kong Australia Business Association
08.2018 - 02.2021
Managing Director
Able Financial Consulting Pty Ltd
03.2018 - Current
Owner Manager
Bank Of Queensland
05.2010 - 04.2018
State President
Hong Kong Australia Business Association
01.2005 - 02.2017
State Sales Manager
HSBC Bank
03.2003 - 02.2005
Branch Manager
HSBC Bank
05.1995 - 02.2003
High School Diploma -
Minh Duc High School