Liaise with internal parties within CNCBI, as well as with China Citic Bank Mainland offices and other Mainland financial institutions to establish implementation plan
Perform smooth and understandable communication between CNCBI and Mainland offices, ensure initiatives are being implemented seamlessly and executed on schedule
Manage Cross-Border segment portfolio and alert management of business trend and proactively identify possible risks and opportunities
Stay alert on existing and new policies issued by HK & Mainland authorities and regulators, and help interpret its impact on business
Organize activities such as seminars, sponsored events, and duty visits of referral companies.
Deputy Manager
Bank of Communications (HK) Ltd
08.2011 - 08.2017
Retail Loans Team (Feb-Aug 2017):
Manage and monitor front line sales & KPI on loan products
Lead and coordinate marketing campaigns and seminars with HKMC and other insurance companies
Analyze and work out the operating manuals and compliance workflows on loan products
Brand Management Team (May 2015-Jan 2017):
Organize large-scale events for VIP clients to enhance brand image and marketing impact of the bank
Provide training on cross-border related knowledge, banking practice to mainland branches
Drive the cross-border promotional activities and assist in the overall promotion of the HK branch services.
Branch Financial Service Team (Aug 2011-May 2015):
Provide customer services of account opening, loan application, insurance selling
Achieve sales targets with business development and client-centric skills
Organize banking seminars quarterly in mainland branches with business partners
Assist branch manager to write monthly sales reports and promotion leaflets on banking products.
Education
Master of Arts - Translation and Bilingual Communication
Hong Kong Baptist University
07.2011
Bachelor of Arts - International Business (English)
Guangzhou University
07.2010
Skills
Business Development
Strategic Partnerships
Project Management
Training and Mentoring
Cross-Functional Collaboration
Market Research
Campaign Management
Languages
Mandarin (Native)
English (Fluent)
Cantonese (Fluent)
Hakka (Native)
Timeline
Assistant Vice President
China Citic Bank International (CNCBI)
09.2017 - 01.2023
Deputy Manager
Bank of Communications (HK) Ltd
08.2011 - 08.2017
Master of Arts - Translation and Bilingual Communication
Hong Kong Baptist University
Bachelor of Arts - International Business (English)
Officer (Enterprise and Operational Risk Management) at China CITIC Bank InternationalOfficer (Enterprise and Operational Risk Management) at China CITIC Bank International