Hong Kong SAR
- Manage 500+ accounts and global relationships with 60+ banks, FX providers, brokers, and payment providers - Analyze costs and expenses, presenting findings and recommendations to the CFO for cost savings - Lead treasury management system and bank cost optimization projects, collaborating with stakeholders to design and implement new processes and systems for enhanced efficiency - Implement operational control measures to mitigate operational risk by developing and maintaining standard operating procedures and treasury policy including bank access matrix and counterparty risk
- Manage 1200+ financial institutions with USD 100+ billion credit lines and USD 1 billion deposit - Coordinate with different business partners in cross-selling custody services and various financial products including money market funds and FX derivatives via signing agreements including GMRA and ISDA - Engage in bond issuance, IPO, and SPAC projects
- Managed 25 financial institutions with USD 2+ billion credit line and USD 140+ million deposit - Liaised with various trade finance counterparties to commence business cooperation via signing agreements including MPRA and MFA, and accomplished USD 5 billion trade finance business in 1 year - Executed bank-wise projects including southbound trading, IPO and CIPS - Collaborated with various business partners in cross-selling custody services and diverse financial products including money market funds, FX derivatives, currency exchange consignment, QDII funds, interest rate swap, bilateral loan - Engaged in bond and note issuance for various reputable banks with our bank acting as the global coordinator, joint bookrunner, and joint lead manager - Conducted client onboarding, periodic and trigger KYC and credit assessment for correspondent and non-correspondent banking relationship clients, ensuring compliance with internal policies and external regulatory requirements
- Presented a project regarding the insight from APG yearly typologies report 2018 and the 2019 mutual evaluation report of Hong Kong examined by FATF to 20+ employees including the Head of Anti-Money Laundering Department - Presented digitalization project to senior management including Head of Greater China Wealth Management, which was adopted for implementation - Initiated a sustainable multi-levels mentorship program connecting business professionals, universities students and the underprivileged secondary students, and report directly to the CEO of UBS Hong Kong Branch and the Head of Wealth Management Asia Pacific - Being invited as a speaker at Metro Broadcast Corporation Limited by the CEO of UBS Hong Kong Branch and the Head of Wealth Management Asia Pacific
- Represented Hong Kong to promote Belt and Road Initiative and visit the Chinese Embassy in Romania, Poland, and the Czech Republic to celebrate the 70th anniversary of diplomatic ties between China and them - Delivered a speech on the Belt and Road Initiative, winning the Best Speech Award and gaining recognition from media outlets such as Wenweipo and Takungpao - Exchanged with local youth representatives, political parties, Olympic medalists, university students and representatives from the local Confucius Institutes