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Shirley Yip
Investment Products Expert With 13+ Years Of Hands On Experience In Banking And Finance
Hong Kong
Summary
Motivated FX Products manager with demonstrated knowledge of financial products' best practices and operations. Proven skills in enhancing productivity, efficiency and bottom-line profits with forward-thinking leadership. Bringing 13+ years of experience in banking and financial field and ready to take on challenging, growth-oriented role in future.
Overview
18
18
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
1
1
Language
Work History
Manager, FX Products
Standard Chartered Bank (HK) Limited
10.2020 - Current
- Controlled costs and optimized spending via restructuring of budgets for client communications, marketing campaigns and technology upgrades.
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
- Maintained professional, organized and safe environment for employees and patrons.
- Performed statistical analyses to gather data for business head's needs.
- Applied customer feedback to develop process or system improvements and support long-term business needs.
- Trained new employees on product knowledge to maximize team agility and performance.
- Kept detailed records of daily progress to identify and correct areas needing improvement.
- Accomplished multiple tasks within established timeframes.
Manager, Securities Products
Standard Chartered Bank (HK) Limited
04.2016 - 09.2020
- Drove business initiatives with the aim to deliver business goals and strategies
- Defined, reviewed and delivered Key Performance Metrics to monitor the business performance against goals
- Managed business partners to maximize product profitability and ensured service standards were upheld
- Monitored and enahnced service quality and client satisfaction ro Securities Services in collaboation with clients, Operations and Technology.
- Ensured full products compliance with internal and regulatory controls in product management and new promotional campaigns.
- Monitored competitors' strategies, conduct competitors' analysis and initiated marketing campaigns.
- Handled issues raised from securities services, e.g. clients complaint, system disputes and emergency handling for system incidents
- Managed and drove key projects for new initiatives to meet the timeline within budget constraints.
- Trained new employees product knowledge to maximize team agility and performance.
Associate Director, Retail Trading
BOCI Securities Limited
05.2010 - 12.2015
- Managed relationship with financial institutional clients in securities services related initiatives
- Produced periodic reports and analysis for management review including turnover and revenue performances, client profitability, pipeline analysis, costing and budgeting analysis
- Securities Products Projects Highlights:
- China Stock Connect - liaised with HKEx, internal departments and business partners for the A-shares trading services, organized and assisted in UAT and UVT.
- Capital Investment Entrant Scheme (CIES) - prepared referral services agreement with financial institutional clients, opened accounts for referred individual clients, kept tracks of portfolio movement of clients in fulfilling requirements from HK immigration department.
- CNY Equities Trading Services - organized and assisted in UAT and UVT from front to bank offices, implemented CNY securities trading services for institutional clients.
- HKEx Orion Migration - organized and assisted in UAT and performed during market rehearsals with Technology and institutional clients.
Dealer, Trading
Celestial Securities Limited
05.2007 - 05.2010
- Provided trading services to local and mainland clients in order execution via ATM, ATS, DDS and OMS on securities in HK and major worldwide stock markets, futures and derivatives in timely and accurate manner.
- Handled clients enquiries and complaints in professional manner and managed internal and external clients' expectation.
- Prepared periodic trading reports, ensured trading services complied with procedures and regulatory requirements
Account Executive
Oxford University Press
10.2004 - 05.2007
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements and cultivated relationships.
- Qualified leads, built relationships and executed sales strategies to drive business.
- Stayed up-to-date on the textbook industry and product standards and trends to revitalize accounts.
- Maintained good relationship with existing school clients.
- Covered client portfolio to achieve annual sales target.
- Boosted market share from 70% to 95%.
Bank Teller
Standard Chartered Bank Hong Kong
09.2003 - 10.2004
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Educated customers on use of banking services.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Identified cross-selling investment products opportunities
- Assisted Branch Manager on performance reporting in various bank initiatives.
- Champion in credit card promotional campaign in 2004
Education
MBA - Finance And Marketing
The Chinese University of Hong Kong
09.2012 - 06.2015
University of California, LA
John E. Anderson Graduate School Of Management 07.2013 - 07.2013
Executive Certificate in Investment Banking -
The University of Hong Kong SPACE
09.2010 - 06.2011
Bachelor of Social Science - Economics And Psychology
The University of Hong Kong
09.2000 - 06.2003
Skills
Policies and procedures
Project Management
Verbal and written communication
Key Performance Indicators
Negotiation
Business planning
Sales and marketing
Improvement initiatives
Strategic planning
Software
Certification
Type 1 - Dealing in Securities
Beta Gamma Sigma
International Honor Society to Outstanding Business School Graduates
Timeline
Manager, FX Products
Standard Chartered Bank (HK) Limited
10.2020 - Current
Manager, Securities Products
Standard Chartered Bank (HK) Limited
04.2016 - 09.2020
University of California, LA
07.2013 - 07.2013
MBA - Finance And Marketing
The Chinese University of Hong Kong
09.2012 - 06.2015
Executive Certificate in Investment Banking -
The University of Hong Kong SPACE
09.2010 - 06.2011
Associate Director, Retail Trading
BOCI Securities Limited
05.2010 - 12.2015
Dealer, Trading
Celestial Securities Limited
05.2007 - 05.2010
Account Executive
Oxford University Press
10.2004 - 05.2007
Bank Teller
Standard Chartered Bank Hong Kong
09.2003 - 10.2004
Bachelor of Social Science - Economics And Psychology
The University of Hong Kong
09.2000 - 06.2003