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, employee banking, investment, and insurance.• 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 • 2nd place of HSBC WPB Hong Kong ESG Competition • Top Cross-Business Referral Award – Kowloon Central Division • Top Mandatory Provident Fund Referral Award

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• Top General Banking Officer Award – Hong Kong Office Division• Best Customer Service Award – Hong Kong Office Division• Most Positive Stars Award – Hong Kong Office Division• Top Revolving Product Stars (Credit Card) – Hong Kong Office Division

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