Charles Ngan personal email
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Charles has graduated with Bachelor of Commerce and Bachelor of Science from the University of New South Wales. With majors in Business Strategy and Psychology, he has strong interest in understanding different business environments. He also developed his research, critical thinking and learning skills.Charles is currently leading a team of client managers covering client onboarding activities and life cycle management in the institutional space. In this role, he partners with senior relationship bankers to ensure right priority and services are provided to other bank and institutional clients. Charles’ work experience involves customer due diligence, client management, financial service and project management. To further build up his knowledge and skillset, Charles actively looks for new challenges in his career. He would like to develop his profession and gather insights in a global business environment.Specialties: Client and Stakeholder Management, Anti Money Laundering, Correspondent Bank Due Diligence, Economics, Commercial Psychology, Research, and Critical Thinking
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Head Of Institutional Onboarding And Servicing, Hong KongHsbc Nov 2022 - Aug 2024Hong Kong Sar• Leading relationship service managers and client managers in HK, GZ and India covering FIG, ICG and Innovation Banking client onboarding activities and life cycle management; • Managing service catalogue and priority for institutional clients; • Implementing institutional onboarding model (complex Vs. standard) in HK; • Rolling out end-to-end Single Actor model to streamline the standard onboarding process; • Overseeing client migration projects; and• Resource, Priority, Risk and MI management. -
Hong Kong Fig Lead, Wholesale Client ServicesHsbc Aug 2021 - Nov 2022Hong Kong Sar -
Client Manager, Financial Institution GroupHsbc Global Banking And Markets Jan 2016 - Jul 2021Central, Hong Kong• Maintaining ownership of end-to-end client due diligence (CDD) process during client/product onboarding;• Engaging senior management of international and mainland clients in the CDD process;• Partnering with stakeholders (RM, sales and client) and internal parties (KYC, compliance, legal documentation, etc);• Providing advices to the business from a CDD perspective; and• Managing expectations of stakeholders and ensuring tight deadlines are met. -
Analyst, Client Management (Due Diligence)Hsbc Global Banking And Markets Dec 2014 - Jan 2016Central, Hong Kong• Communicating with Financial Institution Group (FIG) clients to manage client due diligence (CDD) process and other remediation projects;• Working with compliance and business to balance the business needs and underlying risk;• Liaising with relationship bankers to comply with regulatory and policy requirements; and• Maintaining close work relationship with various internal parties in Asia Pacific, UK, US and other regions, including relationship bankers, sales, compliance and operations. -
ParaplannerIcare Wealth Management Sep 2013 - Jan 2014Sydney Area, Australia• Analysing financial products through Product Disclosure Statement, independent research reports, fund monthly reports and historical performance data;• Researching markets and providing independent opinions to the advisers in regard to the investment strategies, market conditions and clients’ profiles;• Being client oriented and ensuring all decisions align with the clients’ interests; • Preparing Statement of Advice and Record of Advice; and• Creating templates with Excel and Word.
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Project OfficerJustice Action Nov 2011 - Feb 2012Sydney, Australia• Handling projects in groups;• Conducting quality research with critical thinking on legal cases and government policies for the implementation strategies of on-going projects;• Promotion and marketing of the prisoner newspaper “Just Us” to the potential readers and advertisers including legal aid service providers, The Green and Red Cross; and• Negotiation with the mental health authority for dissemination of “Just Us” in forensic hospitals.
Charles Ngan Skills
Charles Ngan Education Details
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Behavioural Economics -
Distinction
Frequently Asked Questions about Charles Ngan
What is Charles Ngan's role at the current company?
Charles Ngan's current role is Behavioural Economics / Psychology / Leadership / Banking.
What is Charles Ngan's email address?
Charles Ngan's email address is ch****@****ail.com
What schools did Charles Ngan attend?
Charles Ngan attended Erasmus University Rotterdam, University Of New South Wales.
What are some of Charles Ngan's interests?
Charles Ngan has interest in Building Up Concepts, Looking Into A Problem, Reading Books And News, Civil Rights And Social Action, Economic Empowerment, Politics, Education, Science And Technology, Chatting With People, Learning A New Technique.
What skills is Charles Ngan known for?
Charles Ngan has skills like Data Analysis, Research, Economics, Spss, Microsoft Excel, Critical Thinking, Time Management, Game Theory, Teamwork, Psychology, Stata, Client Due Diligence.
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