Alex Leong
Summary
Regional Head of GPS, Innovation Banking leading relationship management with a focus on client acquisition, wallet acceleration, upskill the RMteams, cross-team coordination, and disciplined delivery in a regulated banking environment. Builds trust through tailored service, compliance discipline, and practical support that helps teams protect relationships while meeting business goals.
Overview
1
1
Language
8
8
Certifications
17
17
years of professional experience
9
9
years of post-secondary education
Work History
Executive Director, Team Head
HSBC Premier Elite
2025.06 - Current
- Principal Responsibilities
- Manage relationship with our highest value HSBC Jade clients
- Acquire, develop and retain relationships with a portfolio of HSBC Jade clients
- Help clients to articulate their needs, and deliver to exceed client expectations
- Know clients on a personal and professional level to understand their short and long term financial goals
- Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
Senior Director, Team Deputy
HSBC Premier Elite
2023.01 - 2025.05
- Principal Responsibilities
- Manage relationship with our highest value HSBC Premier Elite clients
- Acquire, develop and retain relationships with a portfolio of HSBC Jade clients
- Help clients to articulate their needs, and deliver to exceed client expectations
- Know clients on a personal and professional level to understand their short and long term financial goals
- Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
Director, Team Deputy
HSBC Jade
2021.12 - 2023.01
- Achieve agreed key performance indicator objectives and profit growth through the development of existing and new HSBC Jade client relationships
- Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
- Mentor and coach paired team members through daily activity planning, prioritization, skills transfer and mind-set motivation
- Complete line manager responsibilities for managing assigned designated support staff and mobilise the resource to provide best in class service to Jade clients
- Develop Jade team culture and build a strong sense of team spirit to increase the team loyalty to the Bank
- Understand and adhere to local and global compliance
- Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC
Premier Relationship Manager, (Team Deputy)
HSBC
2013.03 - 2021.12
- Roles and descriptions:
- Monitor team performance, compliance and control
- Ensure team co-ordination and efficiency with a team of 7 Managers
- Proactively promote our Premier service to potential customers, explore their needs and make referrals to other business units where appropriate
- Do project summary , performance tracking and action report to facilitate good planning
- Support branch improvement initiatives, provide customer feedback of our service and sales offering and ensure compliance with statutory / audit requirements and sales quality assurance
Wealth Management Manager
HSBC
2010.08 - 2013.03
- Roles and descriptions:
- Manage and anticipate client requirements with a focus towards managing the existing base as well as increase cross product holding per client
- Analyse customers' insurance and investment needs and offer appropriate products e.g Life insurance, whole life insurance, unit trust, currency linked deposit, foreign Exchange, equity linked notes etc.
- Build, understand and sustain relationships with the client’s circle of influence
Financial Services Officer
Dah Sing Bank
2010.03 - 2010.06
- Responsibilities:
- Achieve sales and business targets of branch by cross selling deposit and loans, mortgage sales and insurance
- Solicit new business opportunities proactively in the branch and in other promotion activities.
- Support the Branch Manager to meet the assigned business targets through participating in branch selling and promotion activities.
Financial Services Manager
Prudential, Standard Chartered Bank Ltd.
2009.12 - 2010.02
- Responsibilities:
- Achieve sales and business targets of branch by cross selling insurance
- Support the Branch Manager to meet the assigned business targets through participating in the branch selling and promotion activities.
Wealth Manager
AXA Wealth Management Corporation Limited
2009.06 - 2009.12
- Responsibilities:
- Meet individual target of life and investment-linked products
- Develop new opportunities from existing call lists and orphan cases
- Provide and maintain good customer relationship so as to solicit business opportunities by proactively cross-selling of the banking products, single premium and regular savings
Education
Master of Business and Administration (Distance) -
UNIVERSITY OF MANAGEMENT AND TECHNOLOGY, US
2016-05
BBA - Banking and Finance
OPEN UNIVERSITY OF HONG KONG, Hong Kong
Hong Kong 2006.09 - 2009.05
HONG KONG TANG KING PO COLLEGE, Hong Kong
Hong Kong 2004.09 - 2006.05
ST. PAUL’S COLLEGE, Hong Kong
Hong Kong 1999.09 - 2004.05
Skills
Relationship management
Wealth management advisory
Client acquisition
Portfolio management
Cross-selling
High-net-worth client management
Asset allocation
Investment portfolio construction
Branch operations
Team leadership
Compliance management
Sales target management
Stakeholder management
Certification
Hong Kong Monetary Authority
Salary
N E G O
Timeline
Executive Director, Team Head
HSBC Premier Elite
2025.06 - Current
Senior Director, Team Deputy
HSBC Premier Elite
2023.01 - 2025.05
Director, Team Deputy
HSBC Jade
2021.12 - 2023.01
Premier Relationship Manager, (Team Deputy)
HSBC
2013.03 - 2021.12
Wealth Management Manager
HSBC
2010.08 - 2013.03
Financial Services Officer
Dah Sing Bank
2010.03 - 2010.06
Financial Services Manager
Prudential, Standard Chartered Bank Ltd.
2009.12 - 2010.02
Wealth Manager
AXA Wealth Management Corporation Limited
2009.06 - 2009.12
BBA - Banking and Finance
OPEN UNIVERSITY OF HONG KONG, Hong Kong
2006.09 - 2009.05
HONG KONG TANG KING PO COLLEGE, Hong Kong
2004.09 - 2006.05
ST. PAUL’S COLLEGE, Hong Kong
1999.09 - 2004.05
Master of Business and Administration (Distance) -
UNIVERSITY OF MANAGEMENT AND TECHNOLOGY, US