Deborah Lam
Banker
Conduit Road, Mid-Levels
Summary
Hardworking and proven ability to drive revenue growth. Experienced in business and relationship management, excelling at establishing strong connections with clients and driving positive business outcomes. Recognized for exceptional interpersonal abilities, adept at building trust and rapport with both clients and colleagues.
Overview
18
18
years of professional experience
1999
1999
years of post-secondary education
1
1
Certification
Work History
Director-Relationship Management
Avenue Investment Management Limited
Hong Kong
09.2021 - 02.2023
- Built and developed a portfolio of private banking high-net-worth clients
- Managed investment portfolio and provided suitable investment advice to clients
Vice President
Hang Seng Bank, Private Banking
Hong Kong
03.2011 - 08.2013
- Developed and managed a portfolio of over 80 private banking customers
- Provided investment advice and delivered premium service to customers, including personalized financial planning and regular portfolio reviews
- Performed investment portfolio analysis, reviewed performance, and made necessary recommendations on portfolio re-allocation
- Managed credit quality by conducting thorough credit assessments and monitored the exposure of customers’ loan portfolios through regular risk evaluations and stress testing
- Worked with internal departments to solicit business referrals
Associate Director (Client Advisor, Wealth Management)
UBS AG
06.2007 - 11.2010
- Established and fostered long-term relationships with more than 40 high-net-worth clients
- Utilized a strong personal network to acquire new clients and obtain client referrals
- Advised on investment solutions in line with legal, compliance, and sales efficiency standards
- Unlock new revenue potential by identifying clients' needs and seamlessly introducing them to a range of additional Wealth Management services
Vice President SME Centre Team & Customer Growth Team - Tsim Sha Tsui Division
The Hongkong and Shanghai Banking Corporation Limited
Hong Kong
02.2005 - 05.2007
- Led a team of 20 Assistant Vice Presidents to proactively approach high-value commercial clients, aiming to activate their usage and become their main banker
- To boost profitability by identifying clients’ needs through conducting Business Reviews and growing deposit income
- Developed AVP to become all-rounded in sales and marketing of credit facility, investment, and insurance products and in commercial credit assessment
- Proudly led the team in enhancing their selling skills for Wealth Management products, resulting in remarkable performance and earning the ‘Top Team Award’ in both 2005 and 2006
Education
Professional Diploma - Financial Planning
IFPHK Registered CFP Financial Planning Programme
12.2002 - 08.2003
Bachelor of Arts - Economics
University of Toronto
TorontoSkills
Problem-solving
Relationship building
Decision-making
Business planing
Business development
Certification
Passes in the HKSI Foundation Programme Examination
Communication Skills
- Fluent in English and Cantonese.
- Good in Mandarin
Timeline
Director-Relationship Management
Avenue Investment Management Limited
09.2021 - 02.2023
Vice President
Hang Seng Bank, Private Banking
03.2011 - 08.2013
Associate Director (Client Advisor, Wealth Management)
UBS AG
06.2007 - 11.2010
Vice President SME Centre Team & Customer Growth Team - Tsim Sha Tsui Division
The Hongkong and Shanghai Banking Corporation Limited
02.2005 - 05.2007
Professional Diploma - Financial Planning
IFPHK Registered CFP Financial Planning Programme
12.2002 - 08.2003
Bachelor of Arts - Economics
University of Toronto
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