Robert Chen
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Robert Chen Email & Phone Number

Private Banking Advisory Sales | Asia Wealth and Private Banking Executive | Strategy and Transformation | Greater Bay Area at HSBC
Location: Hong Kong SAR, Hong Kong, Hong Kong 8 work roles 1 school
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Current company
Role
Private Banking Advisory Sales | Asia Wealth and Private Banking Executive | Strategy and Transformation | Greater Bay Area
Location
Hong Kong SAR, Hong Kong, Hong Kong
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Who is Robert Chen? Overview

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Robert Chen is listed as Private Banking Advisory Sales | Asia Wealth and Private Banking Executive | Strategy and Transformation | Greater Bay Area at HSBC, a company with 192615 employees, based in Hong Kong SAR, Hong Kong, Hong Kong. AeroLeads shows a matched LinkedIn profile for Robert Chen.

Robert Chen previously worked as Advisory Sales Specialist at Hsbc and Senior Manager, Investment and Wealth Solutions at Hsbc. Robert Chen holds Bachelor’S Degree, Engineering (Honours) from University Of Sydney.

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HSBC

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About Robert Chen

A results-driven Wealth Management Executive with a proven track record of delivering strategic and complex initiatives in the Asia Pacific region. Skilled in creating high-impact, profitable solutions for leading wealth management, private banking, and insurance institutions

Listed skills include Private Banking, Wealth Management, Retail Banking, Asset Management, and 6 others.

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Robert Chen's current company

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HSBC
Hsbc
Private Banking Advisory Sales | Asia Wealth and Private Banking Executive | Strategy and Transformation | Greater Bay Area
london, greater london, united kingdom
Website
Employees
192615
AeroLeads page
8 roles

Robert Chen work experience

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Advisory Sales Specialist

Current

Hong Kong SAR

Focus on the sale of advisory mandates to private banking clients in Greater China. Delivering a personalised investment experience for clients by leveraging deep expertise in the BlackRock Aladdin wealth analytics platform and investment solutions.HK SFC/HKMA licensed securities dealer and advisor.

Jan 2023 - Present

Senior Manager, Investment And Wealth Solutions

Hong Kong SAR

As the Greater Bay Area Cross-border Wealth Management Business Head, I am responsible for developing winning strategies and customer propositions, building and enhancing omni-channel cross-border wealth management capabilities, and advocating for cross-border wealth customer proposition and commercialization opportunities through PBOC and HKMA lobbying.

Feb 2022 - Jan 2023

Senior Business Consultant - Asia Pacific

Hong Kong

I am leading the proposition development of a new digital financial planning venture in China, including a digital "Health and Wellness" insurance platform and a fintech partnership. Successfully secured a large and complex fintech partnership deal in China and launched new insurance and wealth solutions in Hong Kong. I have identified and implemented cost.

May 2017 - Jan 2022

Strategy Manager, Global Wealth Asia

Anz

Singapore

High impact and challenging role responsible for growing ANZ Wealth Management capabilities across key strategic Asian markets, based in Singapore. In-depth coverage of ANZ Private Banking Asian internal operations e.g. risk, product, front-line capabilities, and alignment with external factors e.g. regulatory, competitive, and client dynamics.Proven.

Aug 2013 - Jun 2016

Senior Strategy Analyst

Anz

Sydney

Strategic review of Australian wealth businesses to provide objective analytical input for senior leadership to optimise the corporate business portfolio with investment spending, and to exit unattractive markets.Advised senior leadership on numerous long-term strategic and short-term tactical business and customer opportunities requiring in-depth scenario.

Jul 2010 - Jul 2013

Group Strategy Analyst

Sydney

Assisted in the roll out of the bank’s 3 year strategic plan with focus on the identification of digital and online market opportunities for the Retail Bank.

Dec 2009 - Jun 2010

Consultant, Strategy And Transformation Practise

Sydney

Management Consultant with experience across Financial Services, Oil & Gas, and Telecommunication industries. Key project contribution include:1) Development of an in-depth, accurate, and flexible business case model to quantify benefits of a new Wealth initiative based on various scenarios, which included P&L forecast projections to 10 years.2).

Feb 2008 - Nov 2009
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Colleagues at HSBC

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1 education record

Robert Chen education

FAQ

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What company does Robert Chen work for?

Robert Chen works for HSBC.

What is Robert Chen's role at HSBC?

Robert Chen is listed as Private Banking Advisory Sales | Asia Wealth and Private Banking Executive | Strategy and Transformation | Greater Bay Area at HSBC.

Where is Robert Chen based?

Robert Chen is based in Hong Kong SAR, Hong Kong, Hong Kong while working with HSBC.

What companies has Robert Chen worked for?

Robert Chen has worked for Hsbc, Sabbatical / Extended Leave, Anz, St.George Bank, and Capgemini Consulting.

Who are Robert Chen's colleagues at HSBC?

Robert Chen's colleagues at HSBC include Suresh Wijewardana, Paul Leon, Craig Horne, Manish Chaudhari, and Debahuti Sahoo.

How can I contact Robert Chen?

You can use AeroLeads to view verified contact signals for Robert Chen at HSBC, including work email, phone, and LinkedIn data when available.

What schools did Robert Chen attend?

Robert Chen holds Bachelor’S Degree, Engineering (Honours) from University Of Sydney.

What skills is Robert Chen known for?

Robert Chen is listed with skills including Private Banking, Wealth Management, Retail Banking, Asset Management, Insurance, Strategy, Business Development, and Competitive Analysis.

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