Patrick Fung Yiu Hang
Banking And Finance
Summary
Experienced banking staff in providing high-quality support to customer and team. Highly organized and detail-oriented with great multitasking and strong communication skills, familiarized on banking procedure.
Overview
8
8
years of professional experience
2
2
Certifications
Work History
Vice President Assistant
HSBC Business Banking HKH District
03.2023 - Current
- Customer acquisition, portfolio management including protection, investment need, payment solution
Assistant Vice President
HSBC Business Banking HKH District
01.2022 - 02.2023
- Customer acquisition, portfolio management including protection, investment need, payment solution
Assistant Vice President
HSBC Customer Portfolio Management
09.2020 - 12.2021
- Periodic review and Trigger review on CDD of business banking customer
Assistant Manager
HSBC Customer Portfolio Management
09.2019 - 08.2020
- Periodic review and Trigger review on CDD of business banking customer
Assistant Business Financial Crime Risk Manager
HSBC WPB Customer Risk Monitoring Unit
12.2017 - 06.2018
- Overview on suspicious activity report including transaction monitoring, risk assessment
Business Development Officer
Standard Charter Bank, Retail Banking
10.2016 - 12.2017
- Retail customer on-boarding, insurance, investment and mortgage referral
Education
Bachelor of Arts - Economics And Finance
Hong Kong Shue Yan University
04.2001 -
Skills
Native Speaking on Cantonese
Certification
Insurance Intermediaries Qualifying Examination Paper 1,2,3
Timeline
Vice President Assistant
HSBC Business Banking HKH District
03.2023 - Current
Assistant Vice President
HSBC Business Banking HKH District
01.2022 - 02.2023
Assistant Vice President
HSBC Customer Portfolio Management
09.2020 - 12.2021
Assistant Manager
HSBC Customer Portfolio Management
09.2019 - 08.2020
Assistant Business Financial Crime Risk Manager
HSBC WPB Customer Risk Monitoring Unit
12.2017 - 06.2018
Business Development Officer
Standard Charter Bank, Retail Banking
10.2016 - 12.2017
Bachelor of Arts - Economics And Finance
Hong Kong Shue Yan University
04.2001 -
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