• Conducted capacity and authority diligence check on complex fund counterparties entering into financial market master agreement (i.e. NAFMII, ISDA or GMRA) with SCB; communicated with relevant stakeholders such as Legal, Credit and Business teams to understand and narrow the gaps between their needs and requirements; routinely collaborated with China Legal department to update diligence checklist for newly encountered China fund types.• Reviewed and executed China Market Access Product… Show more • Conducted capacity and authority diligence check on complex fund counterparties entering into financial market master agreement (i.e. NAFMII, ISDA or GMRA) with SCB; communicated with relevant stakeholders such as Legal, Credit and Business teams to understand and narrow the gaps between their needs and requirements; routinely collaborated with China Legal department to update diligence checklist for newly encountered China fund types.• Reviewed and executed China Market Access Product Tax Letters.• Attached to Financial Market Contracts (FMC) department as secondee for 5 months to conduct China financial market master agreements and security documents negotiation, with 5 cases successfully executed and closed; supported admin functions and facilitated trainings for new joiners.• Performed Financial Market regulatory check at onboarding and maintenance stages to ensure compliance with applicable regulation regimes such as EMIR, MiFID, Dodd Frank etc., serving Corporate & Investment Banking (CIB) segment.• Coordinated multiple departments to help offshore investors enable bond trading through CIBM or Bond Connect platforms with SCB, for their purpose of gaining access to China onshore bond markets. Show less

• Assisted managing 7 business advisors’ client portfolios; analyzed portfolio behaviours (balance, lending, credit card, investments, etc.) and provided insights to identify potential revenue growth opportunities.• Reviewed business lending and account applications before submission; specialized in complex business structure due diligence pre-screening; ensured compliance with all internal controls, established policies and procedures.• Assisted to manage day-to-day banking… Show more • Assisted managing 7 business advisors’ client portfolios; analyzed portfolio behaviours (balance, lending, credit card, investments, etc.) and provided insights to identify potential revenue growth opportunities.• Reviewed business lending and account applications before submission; specialized in complex business structure due diligence pre-screening; ensured compliance with all internal controls, established policies and procedures.• Assisted to manage day-to-day banking maintenance requests; provided pre-meeting reviews to facilitate senior management in decision making.• Generated monthly team performance reports with Excel and suggested contact planning for advisors. Show less

• Listened carefully to learn clients’ situations, recognize their financial needs and goals, provided tailored solutions to help improve their financial health.• Proactively called clients to pre-book meetings for expanding new business; constantly followed up with clients to build rapport and foster relationship; identified high-value clients and refer to partners for suitable advice and services.• Assisted with branch operation including CSR team management, filing, risk and… Show more • Listened carefully to learn clients’ situations, recognize their financial needs and goals, provided tailored solutions to help improve their financial health.• Proactively called clients to pre-book meetings for expanding new business; constantly followed up with clients to build rapport and foster relationship; identified high-value clients and refer to partners for suitable advice and services.• Assisted with branch operation including CSR team management, filing, risk and compliance monitoring.• Achieved 100% annual money-in target in 7 months; called down 80% branch volume’s open term mortgages to maintain business and client relationships. Show less

• Served and delighted each client during every interaction and executed account transactions in a professional manner with no errors.• Cross-sold bank products and positively promoted new services; consistently completed successful introductions over 200% target.• Resolved clients’ problems efficiently; referred and connected clients to appropriate colleagues and channels when needed.• Acted as a backup head teller to support other team members to maintain professionalism and… Show more • Served and delighted each client during every interaction and executed account transactions in a professional manner with no errors.• Cross-sold bank products and positively promoted new services; consistently completed successful introductions over 200% target.• Resolved clients’ problems efficiently; referred and connected clients to appropriate colleagues and channels when needed.• Acted as a backup head teller to support other team members to maintain professionalism and efficiency; performed daily vault custodian duties including cash shipment and branch balancing with zero difference. Show less

• Provided in-depth research reports for market average price estimation, by processing historical data and applying statistical techniques with R and Excel.• Performed time series trend analysis based on historical price data of the housing market in GTA area.• Organized, filed and documented listing materials; investigated and corrected any missing, changes or updates before submission to ensure file compliance.

• Developed a convergence algorithm with CAPM model on R (RODBC package) to derive China A-share market falling trend indicator under mentorship.• Researched, analyzed and presented the market performance of China Travel Industry of H1-2016.• Processed and extracted targeted stock market historical data to contribute to further analysis with SAS (Proc SQL) and Excel.• Optimized running time of various R models to improve coding performance.

• Organized meeting agenda; helped analyze individual’s financial health to recommend suitable insurance products.• Cleaned raw data with Excel and R; built clients’ database; monitored and maintained data weekly to provided contact planning suggestions.• Participated in Sun Life National Marketing Associate Forum 2015; communicated effectively with partners across the nation.