Provide daily administrative tasks and client enquiry service for HK Pension Funds MPF/ORSO
Manage member account creation, contribution, static date update and provide end-to-end securities services including fund administration, global custody and clearing, corporate trust and loan agency and other related value-added securities services
Facilitate the launch of Guangzhou Operations Center
Liaison with Hong Kong regional team to maintain transition of work and day-to-day execution
Project Lead (short-term Programme), Communication
HSBC
01.2015 - 08.2017
Project lead of '2015 Bring A Friend Promotion Programme' with HR
Project lead of '2015 Management Trainee Promotion Programme' with HR
English anchor of NowAsia, which is a globalised news programme in Writing Work Stream Lead for HSBC GSC China Communication.
Streamlined project management processes by implementing Agile methodologies and improving team communication.
Optimized resource utilization by accurately forecasting project needs and allocating resources accordingly throughout the project lifecycle.
Improved overall team performance by conducting regular performance evaluations and providing constructive feedback to facilitate professional growth.
Updated customers and senior leaders on progress and roadblocks.
Customer Service Representative
HSBC GSC China Commercial Bnaking
07.2013 - 01.2016
Provide general inquiry including payment, cheque, bankdraft, and ATM card.
Manage account opening enquiry and conduct KYC-know your customer
Deal with complaint case
Education
Master of Commerce - Finance/ IT/ Accounting
University of Queensland
Brisbane, QLD
07-2024
Skills
Python in data analysis and machine learning
SQL
Mendix
Excel/Word/PDF
English
Cantonese
Mandarine
Certification
GMAT 660
Languages
English
Full Professional
Chinese (Cantonese)
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual
Timeline
Senior Fund Officer
HSBC Security Services
01.2016 - 08.2017
Project Lead (short-term Programme), Communication
Head of PControl Technology Delivery, PControl Technology Team at HSBC Markets and Security ServicesHead of PControl Technology Delivery, PControl Technology Team at HSBC Markets and Security Services
Asset Services Business Analyst - Product Delivery at HSBC Markets and Security ServicesAsset Services Business Analyst - Product Delivery at HSBC Markets and Security Services