Joyce Lui Email & Phone Number

United States

Honolulu, Hawaii, United States

Responsible for acquisition, retention, and expansion of HomeStreet’s business relationships.

Pearl City, Hawaii, United States

Reston, Virginia, United States

Contributed to branch sales, provided customer service and performed teller transactions.

China

 Responsible for managing a 6-man team of marketing professionals stationed in Shanghai and Beijing, China.  Significant achievement was the only English speaker invited by the China General Chamber of Commerce annual dinner in Beijing to address over 100 ambassadors and foreign government officials. Successfully managed 5 national and international agency partnerships and achieved exclusive collaboration.

Hong Kong Sar

 Responsible for buy-side sales and marketing in Asia.  Significant achievement was the execution of the only 10th anniversary event amongst all China asset management firms set up offices in Hong Kong. Successfully developed and implemented company global Marcomm including media coverage by Bloomberg live TV, CNBC and FT.  Successfully developed long-term brand awareness plans and established a company business development framework utilized for European and American campaigns. Successfully managed relationships with over 20 Market Makers and Authorized Participants.

Hong Kong Sar

 Vice President and Business Development Manager responsible for promoting the transformation on business model into wealth management for China, SE Asia, and external partners (private banks, family offices, and insurance brokers).  Significant achievement was successfully launched the first real-estate sector focus ETF listed on HKEx. Successfully executed over 10 promotional events within the Greater China region that created and distributed over 40 bi-lingual marketing collaterals and performance updates. Successfully executed 3 educational seminars that resulted in the deeper understanding of ETF usage in Hong Kong, China through the Hong Kong Exchange Trade Fund Association. Lippo Investments Management Ltd is a subsidiary of Lippo Limited with all rounded expertise with strong implementation capability. Directors are experienced in both passive and active managementIn-depth knowledge on ETFs, HK & China stocks, macro portfolio engineering.

Hong Kong Sar

 Relationship Manager and Private Banker responsible for cross-departmental cooperation that offered customized services for 150 corporate and/or high net worth individuals. Conduct daily research on Chinese and international market trends that enhanced 50 client portfolios. Significant achievement was bringing in non-Chinese corporate clients onboard. Successfully reviewed (how many) client portfolios that resulted in onboarding qualified clients from competitors. Successfully executed 3 seminars in Hong Kong, China to CIES clients resulted in new accounts with insurance and investment products.

Hong Kong Sar

Business Development Manager

Hong Kong Sar

 Responsible for on-boarding new high net worth clients through marketing activities targeting corporations, chambers of commerce, and partner banks.  Significant contributions were the guest speaker in 10 cities that successfully promoted US bank products for Wells Fargo Bank. Successfully executed over 50 sales and education seminars to over 20 Asian partner banks staffs in understanding living and banking in the US. Successfully orchestrated 20 banking seminars that promoted Wells Fargo’s banking services resulted in account openings and referral to investment advisors.

California, United States

 Responsible for the management and oversight branches operations and its 11 personnel and staff.  Significant contributions were implementing effective referral process within the branch in meeting KPI, mentored matured bankers with no prior experience and effectively introduced personnel from other branches due to restructuring. Successfully met KPIs in developing and retaining business and/or personal accounts. Successfully mentored 11 subordinate bankers and achieved 100% compliance of bank policy.  Successfully managed 9 Human Resource processes for direct reports during area restructuring.

New York, United States

 Responsible for the management and supervision of branch sales and daily operations.  Significant contribution was retaining the number of commercial and personal accounts from an underperforming branch. Successfully mentored 20 culturally diverse staff members in the development of banking relationships, superior personalized customer service, and achieved 100% compliance rate on all HR processes.

Arizona, United States

 Responsible for the management and supervision of de novo branch operations.  Significant achievements were effectively building a book of business with quality commercial and high net worth individual accounts ahead of schedule. Successfully participated in 10 community outreach programs that resulted in new accounts and cross department referrals. Uncovered opportunities through business networking Successfully hired and mentored 10 staff members with different degree of work experiences.

Westchester County, Ny

Branch manager of a new (de novo) financial center

Arizona, United States

 Responsible for managing and building a newly formed department. Significant contributions were enhancing the lending system to streamline application process by removing redundant process and reducing turnaround time. Successfully established Project and Technical Team operational guideline and protocol.

Arizona, United States

 Responsible for the management and supervision of branch sales and daily operations in various locations. Significant contributions were growing book of business with quality commercial and high net worth individual accounts. Consistently in leading branches to meet internal campaign goals. Successfully executed Y2K branch testing.

Bachelor Of Science (B.S.), Marketing

Master Of Business Administration - Mba, E-Business