Alison L. Email and Phone Number
I am passionate about financial products and relationship management which includes generating revenues by working with clients from high-net-worth individuals to corporates with a need in Wealth Management and Trade Finance respectively.I have experience working in both bank and asset management firms with a strong client-centric mindset. QUALIFICATIONS & LICENSES- RA1 License: Dealing in Securities & RA2 License: Dealing in Futures Contracts in 2016- Insurance Intermediaries Qualifying Examination
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Vice President香港匯豐銀行 Jan 2022 - Present香港特別行政區 香港- Develop a performance dashboard (MI) to effectively measure frontline performance- Analyze product data (Deposits, FX, NCA, I&I) and advise the top management team of businessbanking the current product positioning- Perform Omni Strategy to generate business insights to optimize sale effectiveness -
Vice President Associate香港匯豐銀行 Jul 2017 - Dec 2021Hong Kong- Conducted and reviewed Customer Due Diligence reports for different entities such as Limited Company, Trust, Society, etc, through criticism, judgments, and satisfactory KYC procedure- Ensured activities completed are in compliance with internal policies and procedures and external regulations- Identified potential financial crime activities and risks occurred on commercial banking's customers- Maintained relationships with internal stakeholders in the Customer Due Diligence services department, CMB’s front office, AML Compliance and risk management department to help ensure the timely completion of customer due diligence reviews -
Assistant Relationship Manager, Commercial BankingOcbc Bank Jan 2017 - May 2017Hong Kong- Built portfolio for Commercial Banking customers with focus on trade and working capital financing- Prepared credit proposals, reviewed existing facilities granted, and monitored customer's risks- Conducted proper KYC procedure to fulfill the compliance requirement on KYC and regulated sales activities -
Securities & Futures DealerRifa Securities Limited Aug 2016 - Jan 2017Hong Kong- Executed securities and futures transactions for Hong Kong and foreign markets- Monitored and managed outstanding orders, margin risk control, settlement and account opening- Managed clients' enquiries in a responsive and effective manner
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Executive Relationship ManagerKirin Financial Group Oct 2015 - Jul 2016Hong Kong- Developed individualized and strategic proposals which successfully met client’s wealth objectives. Generated HKD 10M new business within eight months - Conducted comprehensive market research to high net-worth clients by analyzing financial market trends and regulatory environments- Developed 10 junior consultants by strengthening their client management skills and awareness of the market through training workshops -
Wealth Management ConsultantGet Financial Group Limited Feb 2014 - Oct 2015Hong Kong- Collaborated with team members in developing individualized plans for high net-worth clients by conducting needs analysis- Provided market analysis by monitoring news on financial markets and regulatory developments
Alison L. Education Details
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3.91 (Highest Honors)
Frequently Asked Questions about Alison L.
What company does Alison L. work for?
Alison L. works for 香港匯豐銀行
What is Alison L.'s role at the current company?
Alison L.'s current role is Vice President at HSBC Commercial Banking.
What schools did Alison L. attend?
Alison L. attended University Of Washington, Centralia College.
Who are Alison L.'s colleagues?
Alison L.'s colleagues are Joana Garcia Rodriguez, Gaurav Goel, Purnima Puri, Nada Elsherif, Yeser Og, Kailin Chen, Herve Manhaud.
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Allison L.
Hong Kong Sar -
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