Vivien Liao
Hung Hom,Kowloon City
Summary
Result-oriented banker with 8+ years of success in managing clients' complex economic matters by evaluating their current financial position.Provide banking, advisory and investment services to ultra-rich clients, for an institution with a wealth of experience in helping mainland-based and global individuals , families, entrepreneurs manage their financial assets.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Treasury Manager
CHEUNG KEI GROUP(Chen’s Family Asset Management )
, Hong Kong
10.2022 - Current
- Presented CFO with thorough, accurate reports on annual accounts and budget information, aiding future improvements.
- Manage corporate modelling forecasting and risk management activities. Evaluated all investments options to assess return and risk.
- Manage relationships with financial service providers and secured a banking facility with the amount over USD80M for the family office.
- Structured and negotiated different private equity and private debt deals with other family offices and asset management firms.
Co-founder
LMCHING
, Hong Kong
08.2020 - Current
- Launched new, innovative projects based on customer demand. Created a highly successful ecommerce platform with strong emphasis on beauty and living style products.
- Reviewed reports from subordinate management to identify areas of opportunity.Expanded operations globally, particularly in key regions like North America, Europe, UAE, Australia and emerging markets in Southeast Asia, to achieve a broader customer base and increased revenue streams.
- Generated an annual sales revenue of HKD20M in 2022.
- Directed day-to-day work of over 30 employees and motivated teams to exceed objectives.
- Set up a new office in Vietnam with more than 20 employees.
Senior Relationship Manager
Bank of China
09.2018 - 06.2020
- Actively source for high net worth new clients especially mainland ultra rich clients to enhance bank’s existing portfolio. Successfully acquired more than 20 new mainland clients with portfolio more than HKD 25M each in the year 2018.
- Nominated to be the best financial planer of Macau branch the year 2018 and represented Macau to participate in Bank of China financial planer conference in Shanghai.
- Generated the highest fixed income related revenue(over HKD 13M) among all relationship managers in Macau in 2019.
- Responsible for USD200M portfolio in investment with both personal and institutional clients and offered USD 4M in financing facility.
Relationship Manager
Bank of China
Macau
04.2017 - 09.2018
- Established new accounts for high net worth individuals, acquired a few new groups of high net worth clients, including Alibaba group senior management group,over 50 new accounts with individual net worth no less than HKD 8M.
- Developed tailored financial solutions to over 10 c-suite clients of 5 major casinos in Macau.
- Continually boosted production and revenue by continuously meeting all monthly ang quarterly sales goals, delivered no less than HKD 15M income each year.
- Responsible for USD 70M portfolio in investment and offered USD 40M in financing facility.
Wealth Management Advisor
OCBC Wing Hang Bank
Macau
11.2014 - 07.2017
- Identified clients' financial conditions and needs through financial planning analysis
- Evaluate clients' financial status, meet with clients to provide recommendations on proper investment and insurance products
- Overachieved sales target by more than 200% in 7 consecutive quarters
- Responsible for HKD 150M portfolio in investment with more than 5M sales revenue generated
Education
Bachelor of Arts - ECONOMICS
University College London (UCL)
London 09/2010 - 07/2014
A-Levels -
The Royal School
Haslemere 10/2008 - 06/2010
Skills
- Account acquisition
- Financial products & financial planning
- Asset allocation strategies
- Risk & regulatory obligations
- Credit & lending obligations
Languages
English
Fluent
Chinese (Cantonese)
Native
Chinese (Mandarin)
Native
Certification
- CFA Level 2
- FRM level 1
- HKSI 1,7,8
- IIQE 1,2,3
- CPWP M1P1
Timeline
Senior Treasury Manager
CHEUNG KEI GROUP(Chen’s Family Asset Management )
10.2022 - Current
Co-founder
LMCHING
08.2020 - Current
Senior Relationship Manager
Bank of China
09.2018 - 06.2020
Relationship Manager
Bank of China
04.2017 - 09.2018
Wealth Management Advisor
OCBC Wing Hang Bank
11.2014 - 07.2017
Bachelor of Arts - ECONOMICS
University College London (UCL)
09/2010 - 07/2014
A-Levels -
The Royal School
10/2008 - 06/2010
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