Andy Wang Email & Phone Number

Montreal, Qc, Ca

Montreal, Quebec, Canada

Montreal, Quebec, Canada

Responsible Regional de Gestion Bancaire Asiatique

Montreal, Canada Area

Responsible for driving business development and performance of retail banking and wealth management, using the bank's suite of services. Ensure close link-up with commercial banking team and other partners within the bank. Drive the implementation of changes within the retail banking network.

Montreal, Canada Area

HSBC Canada Nationally Ranked NO.1 Premier relationship manager YTD 2015Ranked #1 Nationally (included 4 regions of Canada - British Columbia,Ontario,Quebec and Western)for KPI Leaderboard in 2015 (Average Total outcome KPI 428.5% per month)with more than $60 million CAD in Net New Money Growth + more than 90 Actual Net Premier Wealth Qualified Client Growth + NET 10Million CAD mutual funds sales + NET 19 Million CAD Private Banking referral.Ranked Nationally #1 for HSBC STEP referral programme result in 2014(hsbc.ca/share)* Responsible for managing a portfolio of internationally minded high net-worth and affluent Premier clients.* Share responsibility for attaining branch sales goals with management team. * Provide coaching and work direction to branch personnel.* Directly responsible for managing the work direction & performance of the HSBC Premier Officer.* Responsible for staff sales motivation including branch contests.* Proactively developing new client business through team portfolio management, which includes solicitation of client referrals and promotion of products.* Conduct presentations about HSBC's global proposition & Investments services to professional firms & Commercial prospects.* Sales and promotions of investment products such as: RRSP, RESP, RRIF, TFSA, GIC, Term Deposits, Mutual Funds, HSBC World Selection Portfolios, HSBC Private Investment Management Solutions & HSBC InvestDirect.* Providing Lending solutions: Residential Mortgages, Demand Loans, HSBC Premier World MasterCard & HSBC Premier Personal Line of Credits.

Montreal, Canada Area

Ranked #1 in QUEBEC & ATLANTIC & #13 Nationally for Total KPIs Leaderboard in 2013.Responsible for managing a portfolio of 500+ Advance & Retail clientele who are internationally minded.* Proactively developing new client business through team portfolio management, which includes solicitation of client referrals and promotion of products.* Sales and promotions of investment and lending products such as: RSP, TFSA, GIC, Term Deposits, Mutual Funds, HSBC World Selection Mutual Funds Portfolios, Mortgages, Personal Line of Credits, Personal Loans and Creditor Insurance.* Continuous asset gathering activities such as participating in networking events, cold calling, portfolio development and community involvement. *** Extensive in-house training: Advance Personal Credit Analysis & Management (5 Day Training), Creditor Insurance and Investments (Mutual Funds & Market Linked GIC)

Montreal

* Performs a variety of sales and service activities to retail and commercial clients.* Emphasis on client conversion, acquiring new account relationships, making qualified referrals and developing existing client portfolios through the cross and up-sell of LBC products & services.*Responsible for ensuring the accurate and timely processing of all activities.* Provide basic operational support to the business as required.* Customer Service.

Bachelor In Marketing Management, Business Management

Activities and Societies: Men's Soccer TEAM of ESCEM Poitiers FRANCE

Ms, Marketing Strategy & Consumer Behavior