Simon C.H.M

Senior Officer

Hong Kong SAR

About

A banking professional with a unique blend of core back-office operations (Settlement/CCASS) and digital transformation experience. Proven track record in collaborating with cross-functional departments and IT vendors to drive workflow automation (e-Signature, DMS). Passionate about bridging the gap between technical solutions and operational reality to boost efficiency.

Experience

  • Shanghai Commercial Bank Ltd (Full-time · 4 yrs 5 mos)
    • Senior officer
      Feb 2024 - Present · 2 yrs 5 mos

      •Digital Transformation: Driving workflow automation across 6 core banking departments, successfully implementing e-Signature, e-Fax, and DMS to achieve operational excellence and paperless workflows. •Business Analysis & Vendor Management: Acting as the primary bridge between IT vendors and frontline users. Gathering user requirements, identifying process bottlenecks, and coordinating UAT to ensure smooth system deployment. •Settlement Expertise: Leveraged 4 years of solid background in trade settlement, CCASS, and corporate actions to provide practical domain knowledge for system enhancements.

    • Settlement Associate
      Feb 2022 - Feb 2024 · 2 yrs 1 mo

  • Banking associates at 恆生銀行
    Sep 2021 - Feb 2022 · 6 mos

    Assist in finance control process under insurance business of HASE. For example, assist in SPPI checking and conduct monthly purchase log. Besides, need to assist in IFRS 17 relocation.

  • Insurance Agent at 英國保誠集團亞洲區總部
    Jul 2019 - Jan 2022 · 2 yrs 7 mos

  • Human Resources Intern at 香港空運貨站
    Jun 2020 - Sep 2020 · 4 mos