Lambert Chan, Frm, Cbca Email & Phone Number

Hong Kong SAR

• Built a new team for Global Private Banking x Retail Banking. The process included hiring, role-related compliance setting, talent development, internal & external communication, UHNWI portfolio assignment, etc.
• Drove the implementation of HSBC Group’s Asia Wealth strategy to frontline bankers
• Collaborated with various departments to ensure successful execution of HSBC Group Wealth Management Transformation. Departments included Commercial Banking, Private Banking, Operations, Compliance, Marketing, etc.

Hong Kong SAR

• Cooperated with other relationship managers to provide customized banking solutions for Global Banking (FIG, MNC) and corporate clients, including secured loan, trade, investment loans, partner capital loans, pensions.
• Presented bank products and solutions to prospects' stakeholders, including C-suite, FC, HR, etc.
• Orchestrated collaborations across departments ( Global Banking, Corporate Banking, Commercial Banking, Pensions, Securities, Retail Banking, etc.)
• Supervised and mentored eight Business Relationship ManagersAwards:
• Circle of Excellence 2022 Award, Global Circle of Excellence 2023
• Regional Role Model Award, Global Circle of Excellence 2023

Hong Kong SAR

• Partnered with Corporate Specialists to cross-sell tailored solutions to clients in SME/ MME segments
• Advised clients on investment strategies, including unit trusts, mutual funds, bonds, Forex, structured products, annuities, and insurance
• Provide loan services including LC, OD, IL, mortgage, etc.
• Managed HNW client portfolios ( 70% overseas vs 30% local)Award:
• Best International Collaboration Award - RTD, HSBC
• Circle of Excellence 2020 Award, Global Circle of Excellence 2021

Hong Kong SAR

• Assisted the Division Director with business operations and compliance management, staff development, banking skills training, and VIP guest service at the Main Building in Hong Kong
• Hold the responsibility for managing the staff engagement of a Division that includes 300+ employees
• Conducted onboarding orientation sessions for new employees, as well as an exit interviews for departing employees

Hong Kong SAR

• Joined the bank as a trainee in the rotation program
• Provided general banking services including VIP/ PEP account opening, mortgage advisory, Forex, Fixed deposit, insurance etc.
• Partnered with Premier Relationship Managers to manage HNW client portfolios
• Completed investment risk & objective profiling for HNW clients
• Supported client on complex mortgage request & loansAwards:
• Unsung Hero Award- RBWM, HSBC

Master Of Business Administration - Mba

- Vice President, Ivey MBA Association Investing Club - Ivey MBA Student Ambassador - Scholarship: Richard Ivey Excellence Award

Major: Finance & Co-Major: Technology Management