Benjamin Wong, F Fin Email & Phone Number

Toowoomba, Qld, Au

Program Director, Strategy Execution Team - Transformation DepartmentLeading one of eight merger integration transformation programs at Heritage and People's Choice Ltd.Within the programs, the Tech-Enabled Programs seek to transform the business via an best in class end-to-end, Omni-channel strategy, leveraging leading technologies as well as designing and implementing target operating model for our key business at Heritage and People's Choice, Lending Services, to our existing and new members.Heritage Bank and People's Choice merged March 2023, and following this the bank has chosen to merge and transform to be a leading financial institution in Australia. Following the merger, Heritage and People's Choice is a top 10 bank in Australia, and the largest mutual bank (customer-owned) in AustraliaAchievements• Delivered first project (within integration), being the ability to originate People’s Choice mortgages via NSW branches of Heritage Bank, supporting the enterprise product grandfathering strategy, helping drive a lift in sales by 50% and reduced time to decision• Delivery of the first component of the future lending platform with vendors Simpology (origination) and Salesforce (CRM) representing the first step towards automation and tech-enabled platform.• With the above, delivering two out of a total of three projects completed in 2023 under integration for the bank• Resource planning and hiring of the lending program, including the onboarding/ management of 6 resources• Planning, design of the future target state lending architecture and system, in line with the bank’s vendor-supported strategy, obtaining SteerCo and ExCo endorsement. Vendors included Simpology, NextGen, Salesforce, Experian and MuleSoft for integrations• Interim & Target State lending process designs & mapping, supporting our enterprise strategy to compete with Big 4 banks in lending

Hong Kong, Causeway Bay, Hk

Strategic Advisor for UrbanChain Group's Parkingbnb StartUp, directly supporting the Chief Executive Officer and Chief Operating Officer in strategy development, business growth, expansion, corporate governance, business ethics, international compliance, risk management. In addition supporting the CEO and COO on the business and operating model design in its various phases of growth.UrbanChain is a StartUp which provides smart city solutions that aim to benefit urban citizens around the world by innovative eco-oriented solutions based on sharing economy.e create innovative and eco-friendly smart city solutions.Our philosophy implies utility maximization of existing city infrastructure through implementation of sharing economy principles based on artificial intelligence, big data analysis and blockchain technologies.

Mississauga, Ontario, Ca

M&A Integration & Strategy for Volaris Group PortfolioAchievements:Integration planning and implementation for Adapt IT acquisitionDeveloping best practice and bringing new processes to integration

Hong Kong, Hk

Vistra, a Portco of Baring Private Equity Asia, one of the largest providers of advisory and administrative support to Fund, Corporate, Capital Market Private Wealth clients.Managing a complex business and legal restructure of the Company Formations BU, forming, planning and executing the restructure and managing the program governance incl chairing Steer Co which includes three out of eight ExCo members, & one Board Member.Projects• M&A Integration Program & Implementation • Company Formation Sector Restructure• Property/Office consolidation ProjectKey Responsibilities• Program structuring, planning and implementing a highly complex restructure based off external tax & legal advice, involving three key countries and structures involving key offshore jurisdictions • Program management of stakeholders

Consulting work for multinationals, Startups, NGOs, banks in the space of business end-to-end transformation, restructures, turnarounds, business strategy & planning, operating model design & implementation, project management. Projects: digital transformation, readiness and go-live preparation, M&A integration, Business Restructures

Gb

Director leading the financial services sector for the Deals Strategy & Operations group.Senior ex-banking professional with Chief Operating Officer team experience, Director, Vice President, with over 16 years of global experience specialising in- Strategy,- Value Creation, - M&A Integration and Separation - Digital Banking - Program Director / Management, Portfolio and Projects- PMO- Regulatory & Risk remediation- Digital TransformationAchievements• Digital and Virtual Banking proposition leader for Deals HK team. • Deals Product Innovation Leader, instituting six new services for Advisory team.• Industry specialist focused on Financial Services and FinTechs, advising: (a) MNC banks based in HK; (b) Virtual Banks; (c) FinTechs based in Asia with HK presence (d) Insurers (e) Asset Managers• Banking M&A deal strategy and integration and governance expert, providing industry input into PwC knowledge libraryManagement- Business Development- new Product Development and Innovation- Advising CEOs, COOs, CFOs, and leadership on their strategic plans which included M&A or divestitures, as well as digital partnerships or ventures (joint ventures or solely owned)- Advised Chief Strategy Officers, Head of Transformations on their digital and strategic plans including emerging FinTechs- Advised Chief Risk Officers (CRO), Chief Compliance Officers (CCO), on regulatory remediation, risk change at a organisational and operating model basis- Team of 25, including 8 Coachees and their career and development planningSector coverage: - FinTech- Banks, - Insurance, - Asset ManagementBrings global experience, from Sydney, London, Abu Dhabi and Hong Kong.

San Francisco, California, Us

Reporting directly to the regional Chief Operating Officer for Asia-Pacific and working with directly the Regional CEO President. Wells Fargo: is a US-based bank, as of 2014–’16, was the world’s largest bank by market capitalisation. My responsibilities included:- Program Director - APAC Regional Leader for the pre Legal Day-1 close of GE Capital CDF integration in Asia, Australia & New Zealand. Collaborating with Leadership team, Global Wells Fargo Integration Transition Group & GE Capital.- Regulatory Change Management incl remediation of Third Party Risk/Vendors for FATCA, Transfer Pricing/BEPS/Intercompany requirements, Dodd Frank/Volcker Rule related impact management, Management response lead to Audits & Compliance Testing.- Co-lead with CFO on Efficiency, Cost Effectiveness initiative to plan and implement regions contribution towards enterprise $2bn efficiency gain.- Business Processing Operations Centre Leader, working with our India and Philippines Operations Centres to support our back office and technology requirements as our region grew through time and via acquisitions such as GE Capital. - Strategy: Management of global and regional Strategic Projects based from Hong Kong- Key point with Legal, Compliance and Risk to proactively manage enterprise risk and regulatory change- Leading Regulatory Change Projects in partnership with Lined of Business, Compliance, Legal, Risk, Tech and Ops. includes presentations and filings to HKMA and other regional regulators including APRA, MAS, JFSA- Governance: (i) Regional Product and Initiative Approval Committee for Asia-Pacific; (ii) Executive Committee for Asia Pacific- Represented Asia Pacific at US hosted Global Cross Border Governance, Strategy, Business Management and Risk matters- Transformation Leader for the Sales Practices Remediation: implementing new frameworks and processes in Asia Pacific following US retail bank scandals- Team of two: supervision of an Business Analyst

New York, Ny, Us

Responsible for Asia-Pacific strategic initiatives, reporting directly to the regional Chief Operating Officer Asia-Pacific, and working directly with Regional Chairman CEO. BNY Mellon: as at 2013-’15, was the world’s largest custodian bank and fifth largest asset management firm.Initiatives included Chairman and or COO mandated change programs and strategy work for the firm covering APAC and collaborative global strategies for the firm. Functions included: Program ManagementRisk , Regulatory & Legal remediationJoint Ventures, Securities Company and other legal entity initiativesTechnology Risk and Controls Project Leader with Tech, Info Risk, Compliance, Legal stakeholdersInnovation Champion with COO and ChairmanTeam & Culture leader and engagement via staff surveys, Diversity & Inclusion initiatives and team building initiatives across 13 jurisdictions/countries including Australia, Japan, Singapore

Abu Dhabi, Abu Dhabi, Ae

Abu Dhabi Investment Authority (ADIA), as at 2011-2013, was the world’s second largest sovereign wealth fund. ADIA invests globally in equities, indexed funds, real estate, private equity, infrastructure and fixed income.Responsibilities: strategic project and change management function across all businesses in ADIA.Strategic Programme Management Office (PMO) function to enhance the funds capabilities both in business lines and control/support functions, by identifying gaps, issues and senior management engagement to agree key strategic initiatives, before identifying partners and third parties including consultants and vendors to support any road mapping, planning or implementation requirements for the Fund.Our team was accountable to the Sheikh and Managing Director (CEO), as well as the key leadership and Directors of the Fund.

New York, Ny, Us

JP Morgan is a leading top 5 global banking and financial services firm headquartered in New York.Reporting to the Head of Treasury Services Business PMO Asia Pacific, I was responsible for strategic and product-launch initiatives for Asia-Pacific, covering money markets, FX, and liquidity products, FI Partner Bank Network expansion.Key achievement was leading the first country implementation under the JP Morgan Network Expansion Program, working with the JP Morgan Australia & Bank of New Zealand Teams to implement an product augmentation strategy for JP Morgan clients.Our team, strategic goals were aligned and accountable to directly to the Treasury Services Business and CEO.

Gogarburn, Gb

RBS was the largest European bank, US$3.77T, in 2007. After partial nationalization in 2009, exited from Asia, US, Europe, ex-UK.M&A integration (front-office) - Global Transaction Services Asia-Pacific.Set up and management PMO function for Asia Pacific.Delivered legal demerger of ABN Amro into RBS for the Asia GTS business, valued €83.5bn globally, for RBS, Santander, Fortis Banks, including the separation of the private banking and diamond jewellery groups in the region.Managed the merger structuring of ABN Amro into RBS for GTS Australia, as part of the one-bank initiative to offer all core products/services through the RBS Australia bank entity. As County Manager for the full legal entity transfer for Australia's GTS business, transferring all people, clients, products, risk, and systems to the Australian entity.

Gogarburn, Gb

Strategy and Business Management - Corporate & Institutional Banking.Inorganic and organic growth strategies.ABN Amro synergies and new income opportunities.The Strategy & Business Management team was accountable directly to the UK CIB, CEO.

Gogarburn, Gb

Green Banking initiative.Drive to increase digital bankingUsing Innovation portal to filter trade and banking ideas/new products for fast-tracked approvals.

Gogarburn, Gb

Product Manager for "Royline".Royline isthe first generation digital banking for SME, Corporates, and Multinationals, generating over GBP25million in revenue.As Product Manager, I oversaw the migration of over 18,000 customers to the new "BankLine" digitial banking platform.

Brisbane, Brisbane, Au

Corporate Strategy and Development Team.Analysis of inorganic and organic growth strategies for the firm.Development of the cross-sells platform, between Insurance and Banking.Development of client segmentation model.

Brisbane, Brisbane, Au

Analyst Team. Partnering with management reporting, actuarial team, and brokers and sales to provide financial forecasts and information for senior management.

12 month placement with Asset Management Group.Co-developed ComCover's risk premium model to cover all federal government agencies and their insurance risk.Asset Management Group manages the federal goverment's property, insurance, risk management, asset sales, and privatisations.

Altmba, Global Leadership And Development Program

Agile Certification

Financial Engineering Program, Finance And Trading

B Commerce (Actuarial Studies) B Applied Finance, Actuarial, Finance

Education record