Eva Ka Ki Wong
Client Services Specialist
Summary
Client Services for Corporate Clients – Transaction Banking supports corporate clients across loan drawdowns and rollovers, payment processing, digital services, and settlement arrangements. Partners with Corporate Relationship Managers on account openings and other operational needs, while coordinating with internal teams to keep requests moving smoothly. Strengthens client experience by capturing feedback, resolving complaints with care, and working within bank policy and control requirements.
Work History
Client Services Specialist
BNP Paribas Hong Kong
07.2023 - 07.2026
- Responsibilities:
- Handle inquiry and request from clients directly on loan drawdown/ rollover, payment, supporting digital services and settlement arrangements etc.
- Assist Corporate Relationship Managers on account openings and other operational matters.
- Collect client feedback across the different touchpoints to identify client’s needs and opportunities for improvement and take proactive action to address them to maintain positive experiences.
- Liaise with internal departments to ensure customer requests are smoothly and timely processed.
- Follow operating procedures which include relevant controls to meet group and bank policy requirements; and deal and handle complaints with care.
- Resolved client inquiries promptly, ensuring satisfaction and loyalty through attentive support.
- Cultivated strong relationships with clients, leading to increased retention and repeat business opportunities.
Product Manager
Bank of East Asia Limited
12.2017 - 07.2023
- Responsibilities:
- To grow the deposit portfolio with pricing strategy and setting up deposit campaign to achieve the spread and target of the Bank.
- Assist in monitoring the target achievement for deposit products and department sales
- Organize product training and deliver market commentaries to sales channels
- Participate in system development projects and conduct User Acceptance Test and implementation of project
- Handle inquiry from sales channels on product information
- Business Development Department
- Boosted product adoption with targeted go-to-market strategies, closely working with marketing teams.
Relationship Manager
Bank of East Asia Limited
08.2015 - 12.2017
- Responsibilities:
- Prepare credit proposals by negotiation of credit terms, pricing and collateral requirements under the bank’s guidelines.
- Identify and minimize credit risk within the portfolio through regular credit reviews.
- Manage account portfolio and maintain close relationship with customers for business retention and referrals.
- Understand the relevance and meaning of all relevant bank policies, guidelines and procedures, including but not limited to those related to AML, data protection, code of conduct, internal control, risk management, etc. and fully comply with them.
- Business Development Department
Assistant Relationship Manager
Bank of East Asia Limited
02.2012 - 08.2015
- Responsibilities:
- Prepare review, new credit application, waiver request and compliance of approval conditions.
- Assist senior relationship managers on operational / administrative fronts.
- Address the customers’ operational / administrative needs upon consultation with relationship managers or internal departments.
- Liaise with internal departments to ensure customer requests are smoothly and timely processed.
- Collaborate with all colleagues to achieve the overall goals of the team.
- Carry out equity research and financial analysis
- Business Development Department
Customer Service Officer
CMB Wing Lung Bank
02.2007 - 03.2009
- Responsibilities:
- Providing professional financial advice, premium service and building closed customer relationship in order to get business opportunities
- Provide ‘one stop shop’ service at branch, including dealing with mortgage, corporate review, account opening, and marketing business products
- Handling customers’ enquiries and complains with high quality customer service
Assistant Market Risk Officer
CMB Wing Lung Bank
03.2007 - 01.2009
- Responsibilities:
- Assist Department Head in implementing risk management and controls on treasury activities including identifying, monitoring and analysing treasury risk exposure
- Monitor the credit limit and the valuation of different portfolio
- Evaluating new product from market risk perspective and liaising with other departments to streamline the operation of the department
- Carry out stress test and mark-to-market valuation according to different assumptions
- Use Bloomberg and Reuters to get market information and write market commentary
- Market Risk Management Department at Wing Lung Bank Limited
Education
MSc - International Management
07-2005
Awarded with Merit
BSc - Mathematics and Statistics with Finance
07-2004
Awarded with Second Class Honours
A-Levels - undefined
07-2001
at grades B to E
GCSEs - undefined
07-1999
- 8 GCSEs at grades A
- To C
Skills
Corporate client servicing
Transaction banking support
Account opening coordination
Relationship management
Client issue resolution
Credit risk assessment
AML compliance
Policy adherence
UAT testing
Financial analysis
Payments operations
Cash management solutions
Certification
Licensing Examination for Securities and futures Intermediaries – Passed, Putonghua Proficiency Test - Passed
Timeline
Client Services Specialist - BNP Paribas Hong Kong
07.2023 - 07.2026
Product Manager - Bank of East Asia Limited
12.2017 - 07.2023
Relationship Manager - Bank of East Asia Limited
08.2015 - 12.2017
Assistant Relationship Manager - Bank of East Asia Limited
02.2012 - 08.2015
Assistant Market Risk Officer - CMB Wing Lung Bank
03.2007 - 01.2009
Customer Service Officer - CMB Wing Lung Bank
02.2007 - 03.2009
Thornton College - GCSEs,
Royal Masonic School - A-Levels,
Queen Mary, University of London - BSc, Mathematics and Statistics with Finance
University of Exeter - MSc, International Management