Fion Suk Mei Yuen
Overview
23
23
years of professional experience
Work History
Credit Executive
JP Morgan (Private Bank)
02.2019 - Current
- Executive Director, Supervisory Credit Executive ( Feb 2024- Current)
- Vice President, Primary Credit Executive ( Feb 2019- Jan 2024)
- Market Coverage (Taiwan , Hong Kong)
- Take ownership over Taiwan and Hong Kong markets; credit book and leads them as Primary and Supervisory Credit Executive (independent charge over 45% of approved facilities for Asia)
- Managed book is complex with diversity of products (Single Stock, Commercial and Residential Real Estate, Universal Life Insurance, Unsecured Facility , Aircraft Financing etc.)
- Managing 2 Senior Credit Executive (VPs) in Hong Kong and mentoring 4 Credit Underwriters in Mumbai
- Review and approve credit proposal up to USD 700MM for Lombard Credit and up to USD 300MM for Structured Credit.
- Revise and review risk policies, procedures and compliance of regulatory guidelines.
- Provide Credit training for new hires in Hong Kong, Singapore and Mumbai
- Conducted regular training sessions for junior team members on credit analysis, ensuring a consistent approach within the team
Head of Credit Underwriting , Vice President
JP Morgan ( Private Bank)
01.2015 - 01.2019
- Underwrite structured/ tailored credits, securities-backed margin credits, commercial residential real estate Universal Life Insurance, Unsecured Facility and Aircraft Financing.
- Conducting annual reviews in timely manner and consistently maintaining zero overdue rate.
- Completing end to end credit processing including discussing credit structure with Lending Advisor , issuing facility letter in accordance with facility approved and following up on internal monitoring requirement.
- Managing 5 Senior Credit Underwriters in Hong Kong and mentoring 2 Credit Underwriters in Mumbai
- Market covered: Hong Kong, China , Taiwan , Philippian
Lending Advisor, Associate
JP Morgan (Private Bank)
10.2010 - 12.2014
- Support 20+ bankers and investors in Hong Kong covering Private Wealth Management clients and take accountability of growth of debit balance.
- Work closely with bankers in identifying client's credit needs and use credit products as enabler for our investment products.
- Manage banker's requests and interact with order credit stakeholder in credit control process with aim at optimizing customers satisfaction without compromising credit quality
- Authority to price credit deals
Credit Solution, Assistant Vice President
Barclays Bank PLC
03.2006 - 09.2010
- Work with bankers and structure complex credit deals for private banking client.
- Liaise with appraisers in valuations of residential, retail and commercial real estate. Structure real estate financing credit.
- Conduct credit training to new hired bankers.
- Work with bankers and structure complex credit deals for private banking client.
- Markets covered: Hong Kong, Singapore, China, Taiwan
Citigold Relationship Manager
Citibank ( Hong Kong )Ltd.
10.2003 - 02.2006
Customer Service Officer
American Express Bank Ltd .
06.2001 - 05.2003
Education
Bachelor of Commerce - Finance
University of Alberta
Canada 04.2001 -
Timeline
Credit Executive
JP Morgan (Private Bank)
02.2019 - Current
Head of Credit Underwriting , Vice President
JP Morgan ( Private Bank)
01.2015 - 01.2019
Lending Advisor, Associate
JP Morgan (Private Bank)
10.2010 - 12.2014
Credit Solution, Assistant Vice President
Barclays Bank PLC
03.2006 - 09.2010
Citigold Relationship Manager
Citibank ( Hong Kong )Ltd.
10.2003 - 02.2006
Customer Service Officer
American Express Bank Ltd .
06.2001 - 05.2003
Bachelor of Commerce - Finance
University of Alberta
04.2001 -
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