MS Office
Lui Chiu Sin Sherry
Business Analyst
London
Summary
Seasoned Business Analyst offering 10 years of Private Banking industry success. Expert on business and systems requirements, user acceptance testing and end-user training. Accomplished at leveraging past lessons to inform future decision making.
Overview
3
3
Languages
4
4
Certifications
3
3
years of post-secondary education
10
10
years of professional experience
Work History
Business Analyst
Private Banking | The Bank of East Asia, Limited
HK
09.2020 - 12.2020
- Derive conceptual designs from business objectives to deliver software and applications according to specifications for usability, performance and functionality.
- Document business processes and analyzed procedures to align with changing business needs.
- Map current business and operational processes and recommended areas for improvement.
Client Servicing Officer
Private Banking | The Bank of East Asia, Limited
HK
05.2018 - 09.2020
- Support RM on all aspects of customer service to high net worth clients.
- Process deposit and remittance.
- Execute investment orders and deal confirmation.
- Research on product information.
- Prepare account documentations such as KYC/AML.
- Account setup and review.
- Draft client profiles & credit proposals.
- Handle compliance enquires.
- Adhered to social distancing protocols and wore mask or face shield at all times.
Business Analyst
Private Banking | The Bank of East Asia, Limited
HK
03.2011 - 04.2018
- Solid knowledge of private banking regulations & procedure.
- Provide system training to Marketing, Operations and Compliance.
- Involve digitalization projects such as mobile wealth management system and ordering platform.
- Handle system enquiries related to bank core system, client profile system and cyberbanking service.
- Prepare regular and adhoc AML & MIS reports to MKT, Compliance, Audit and Hong Kong Monetary Authority.
- Collect, analyze and define user requirement.
- Plan and execute UAT.
- System implementation and ongoing support.
- Handle adhoc operational project, such as update of Operation Manuals, Products Brochures, forms and letters to clients, etc, Solid knowledge of private banking regulations & procedure.
Officer
HSBC Private Bank (Suisse) SA
HK
06.2010 - 02.2011
- KYC & Account opening .
- Write procedure for Business projects
Education
BBA - Marketing
The Chinese University Of Hong Kong
Hong Kong 09.2007 - 05.2010
Skills
Project Management
undefinedCertification
Passed CFA Level One
Software
Bloomberg
Webex / Teams
Timeline
Business Analyst
Private Banking | The Bank of East Asia, Limited
09.2020 - 12.2020
Client Servicing Officer
Private Banking | The Bank of East Asia, Limited
05.2018 - 09.2020
Business Analyst
Private Banking | The Bank of East Asia, Limited
03.2011 - 04.2018
Officer
HSBC Private Bank (Suisse) SA
06.2010 - 02.2011
BBA - Marketing
The Chinese University Of Hong Kong
09.2007 - 05.2010
Disaster Medical Assistant Training (Advanced First Aid)
Insurance Intermediaries Qualifying Examination Paper 1 & 3
License holder of HKMA Type 1 Dealing in securities & Type 4 Advising on securities
Passed CFA Level One
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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