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Alison L. is listed as Vice President at 香港匯豐銀行, a with 192615 employees, based in Hong Kong Sar, Hong Kong. AeroLeads shows a matched LinkedIn profile for Alison L..
Alison L. previously worked as Vice President Associate at 香港匯豐銀行 and Assistant Relationship Manager, Commercial Banking at Ocbc Bank. Alison L. holds Bachelor’S Degree, Finance, Business Administration, 3.52 from University Of Washington.
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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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A career timeline built from the work history available for this profile.
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
Hong 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
Hong 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
Hong 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
Hong 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
Hong 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
Other employees you can reach at hsbc.com. View company contacts for 192615 employees →
Zoë Thirlwell
Colleague at 香港匯豐銀行London, England, United Kingdom
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IH
Ifan Hughes
Colleague at 香港匯豐銀行Wrexham, Wales, United Kingdom
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VD
Vidhee Dhingra
Colleague at 香港匯豐銀行Bengaluru, Karnataka, India
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AA
Alvin Anton
Colleague at 香港匯豐銀行Wp. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia
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AS
Ali Shair
Colleague at 香港匯豐銀行Dera Ghazi Khan, Punjab, Pakistan
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KF
Kevin Franco
Colleague at 香港匯豐銀行Tijuana, Baja California, Mexico
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SS
Sadali Senavirathne
Colleague at 香港匯豐銀行Colombo District, Western Province, Sri Lanka
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BZ
Binpeng Zhao
Colleague at 香港匯豐銀行Guangzhou, Guangdong, China
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SH
Sushmita Halder
Colleague at 香港匯豐銀行Hyderabad, Telangana, India
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乐
乐翼铭
Colleague at 香港匯豐銀行Shanghai, China
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Activities and Societies: Completed valuation project which evaluated the share price of a publicly traded firm through dividend discount.
Activities and Societies: Honor Students for Scholastic Achievement in 2010 and 2011
Quick answers generated from the profile data available on this page.
Alison L. works for 香港匯豐銀行.
Alison L. is listed as Vice President at 香港匯豐銀行.
Alison L. is based in Hong Kong Sar, Hong Kong while working with 香港匯豐銀行.
Alison L. has worked for 香港匯豐銀行, Ocbc Bank, Rifa Securities Limited, Kirin Financial Group, and Get Financial Group Limited.
Alison L.'s colleagues at 香港匯豐銀行 include Zoë Thirlwell, Ifan Hughes, Vidhee Dhingra, Alvin Anton, and Ali Shair.
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Alison L. holds Bachelor’S Degree, Finance, Business Administration, 3.52 from University Of Washington.
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