- 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

- 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

- 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

- 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

- 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

- 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