Kenneth Wee Email & Phone Number

Singapore

- Streamline financial crime and AML controls: Re-engineer and refine Know Your Customer (KYC) and Customer Due Diligence (CDD) for critical frontline processes (account onboarding, cash operations, etc.).- Increase frontline capacity: Prioritise high-value transactions at the frontline and channel low-value transactions to go through digital/offshore channels for cost efficiency and savings.- Develop branch strategy for new branch locations, based on wealth proposition, customer demographics, and economics (projected revenue based on product lines and RM productivity).- Sales management for a team of 30 universal banking associates as interim team lead, with KPIs on lines of credit, saving accounts, and general insurance.

Singapore

- Working with international stakeholders, developed a global first (HSBC) advisory sales solution for structured products and fixed income for retail customers, targeting $100M+ annual growth by enabling product sales to sophisticated non-accredited investors. - Oversee sales process and risk framework through RMs and review exceptional requests daily for products relating to fixed income, structured products, mutual funds, dual currency investments, foreign exchange, equities, and insurance products.

Singapore

- Oversee and ensure compliance for all onshore and offshore wealth sales processes for HSBC retail bank, with average compliance of >97%. - Streamline sales processes and the supervisory approvals revision, resulting in an 80% reduction in callbacks to customers for faster trade TAT and improvement of customer experience.- Subject matter expert for wealth management initiatives of FinConnect, Robo-advisories, and other financial planning technology in close collaboration with the product managers to drive digital wealth participation.- Strategised automation project for regulatory compliance and financial checks for Forex (FX) investments while overseeing $2B annual FX trade volume, enabling an additional 10% capacity a day for a team of 10 currency specialists.

Singapore

- Launched HSBC first-ever tablet digital-sign technology in partnership with Adobe, winning the 2020 Digital Global Innovation Award, positively impacting ~30k customers, > $2bn transaction volume, and encompassing >200 relationship managers. - Enabled customers to sign remotely via 2-factor authenticated signing, allowing supervisor to approve remotely, and automatically archive documentation, reducing time spent on traditional paper preparation by 50%.- Managed quarterly task forces on audit, compliance, and MAS regulatory projects to deliver action items ahead of time.

Singapore

- Centrally oversaw day-to-day operations of 10 key branches, 180 service staff, and 200 salespeople in collaboration with the Customer Service Managers to improve the overall efficiency and customer experience. - Provided oversight for smooth cash management, resourcing, customer waiting times, complaint areas, account opening streamlining to reduce TATs, and international payments.- Led cash management and staff planning with precision, ensuring optimal cash and staff allocation for maximum efficiency.- Reduced the customer onboarding and account opening time of 1000+ customers a month by 25%, minimizing the number of forms and approvals needed, along with diligent risk management.

Singapore

- Provide financial planning and advice on a variety of personal banking products, including investments (mutual funds, foreign exchange, and dual currency investments) and insurance.