Wan Shui Ting Anson
Hong Kong
Summary
With over 17 years of extensive experience in banking, consultancy, and management, I bring a robust background in strategic formulation, execution, and leadership. My tenure includes significant roles in investment management, retail banking, and compliance, complemented by professional qualifications such as CFA and an MBA from HKU. My expertise spans across client relationship management, team leadership, and regulatory compliance, aiming to drive competitive edge and business growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Branch Manager
BOCHK
10.2016 - Current
- Manage and oversee Branch's overall performance, service quality and efficiency across Branch and district
- Implement and monitor bank's strategy in order to gain and sustain bank's competitive edge and results
- Mobilize resources to meet Bank's overall objectives with tracking and measuring progress of execution pragmatically and effectively
- Provide strong oversight over all regulatory and compliance matters and internal controls
- Ensure branch have performed and fulfilled compliance and regulatory requirement, efficient branch operation and customer service
- Assists district to monitor district sales activity, analyze performance and identify areas for improvement
- Participated in BOCHK Talent Pool (Top 5% selected candidates).
Investment Consultant
DBS
02.2016 - 09.2016
- Responsible for coaching & motivating branch staff in achieving branch's mutual fund revenue target
- Assist customers in assessing their risk preference through systematic profiling process and recommend investment products that meet their need
- Oversight investment over regulatory and compliance matters for RMs
- Launch marketing and investment seminar with fund house or related parts to RM or client every month.
Investment Consultant
Citibank
08.2014 - 02.2016
- Assist customers in assessing their risk preference through systematic profiling process and recommend investment products that meet their need
- Responsible for coaching & motivating branch staff in achieving branch's mutual fund revenue target
- Upgrade and maintain professionalism in investment sales area through provision of internal training and coaching to relationship officer
- Provide market outlook/ investment presentation in luncheon/client seminar.
Relationship Manager
HSBC
09.2010 - 08.2014
- Develop customer business and establish long-term relationships by managing assigned Premier clientele portfolio
- Manage total wealth of clients by matching financial and investment product solutions to their needs.
Team manager
The Prudential
09.2007 - 09.2010
- Managing 5 people unit to achieve sales target
- Coordinating among different teams and different departments
- Providing Training and coaching to junior staffs
- Providing total wealth solutions to clients.
Education
MBA -
The University of Hong Kopng
Hong Kong06.2017
Bachelor of Engineering -
The Hong Kong Polytechnic University
Hong Kong06.2007
Skills
- CFA Holder
- Business Development
- Reporting familiarity
- Proficient in MS Office, especially in excel, C Programming
- Strong team player, works well with others, excels in relationship building
- Well disciplined, self-motivated, goal-oriented, energetic, open to learning
Certification
- IIQE
- HKSI
- CFA Holder
- CRWP
Languages
Cantonese - Native Speaker
English - Fluent
Mandarin - Fluent
Workinglocationpreference
HK/Macau (have both HKID and MacauID)
Availability
1 month notice
Personal Information
- Date of Birth: 10/1985
- Gender: M
References
Reference upon request
Timeline
Branch Manager
BOCHK
10.2016 - Current
Investment Consultant
DBS
02.2016 - 09.2016
Investment Consultant
Citibank
08.2014 - 02.2016
Relationship Manager
HSBC
09.2010 - 08.2014
Team manager
The Prudential
09.2007 - 09.2010
MBA -
The University of Hong Kopng
Bachelor of Engineering -
The Hong Kong Polytechnic University
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