Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Theresa Siu

Product Management, Sustainability, Sustainable Investment
Hong Kong

Summary

Agile and proactive career starter with demonstrated leadership abilities, strategic planning expertise and problem-solving business acumen, eager to secure a Sustainability position with my value in social responsibility and corporate governance, which drives future success of a business whilst making a positive impact to the society. With a versatile and adaptive mindset at managing multiple priorities with a positive attitude, I am eager to make a positive impact, contribute to a team with shared vision and work towards a collective success.

Overview

5
5
years of professional experience
3
3
years of post-secondary education
2
2
Certifications

Work History

Assistant Manager, Mutual Funds Product Management

HSBC - The Hong Kong and Shanghai Banking Corporation Limited
2 2022 - Current
  • Facilitated implementation of bank-wide guidelines and control frameworks to ensure sustainable product oversight through cross-functional stakeholder management.
  • Collaborated with customer relations to resolve over 50 customer complaints by providing consultancy on product information and solutions aligned to business objectives.
  • Launched 20+ new wealth products and 10+ sustainable investment funds by comprehensive product due diligence on investment strategy, risk management, operations, and compliance.
  • Managed project timelines, P&L, and performance by collaborating with marketing and proposition teams, expanding the new-to-UT customer base by 10%.
  • Conducted in-depth market research to identify industry trends, track competitors, and understand customer behavior to inform sustainable product roadmap decisions.
  • Developed effective training materials that drove increased product knowledge among frontline staff, enhancing customer conversations and sales turnover.

Barista

FINEPRINT
09.2021 - 02.2022
  • Operated espresso machines and commercial coffee brewers to create beverages.
  • Managed time effectively to balance both front-of-house tasks and back-of-house responsibilities during busy periods.

Research Assistant, Science Faculty

HKU - University of Hong Kong
03.2019 - 08.2021
  • Managed research projects in support of project funding and scholarly publications within the psychiatry department
  • Collected research data through experimentation, surveys and leading focus groups.
  • Resolved data analytics challenges by systemizing and digitalizing research procedures.

Education

Bachelor of Science - Psychology

University of Warwick
United Kingdom
05.2015 - 05.2018

Skills

Language: Proficient in Cantonese, English and Mandarin

Technical: Proficient in MS office (PowerPoint, Excel, Word) and Statistics tool - IBM SPSS

Others: Driving Sustainable Objectives, Project Management, Sales Reporting, Corporate Social Responsibility, Problem-Solving, Promotional planning, Work Planning and Prioritization and more

Certification

Certificate in ESG Investing 2023, CFA Institution

Timeline

Certificate in ESG Investing 2023, CFA Institution

12-2023

Introduction to Data Science Professional Certificate, IBM

10-2021

Barista

FINEPRINT
09.2021 - 02.2022

Research Assistant, Science Faculty

HKU - University of Hong Kong
03.2019 - 08.2021

Bachelor of Science - Psychology

University of Warwick
05.2015 - 05.2018

Assistant Manager, Mutual Funds Product Management

HSBC - The Hong Kong and Shanghai Banking Corporation Limited
2 2022 - Current

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Theresa SiuProduct Management, Sustainability, Sustainable Investment