Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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

Fluent Speaking and Writing on English

Fluent Speaking on Mandarin

Advanced skill on excel, word

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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Patrick Fung Yiu HangBanking And Finance