Corporate & Institutional Banking

Regional coverage role to support Singapore management team with strong interaction between credit teams and relationship management teams to deliver complex solutions across bilateral and syndicated loan transactions.Part of cross regional team covering South East Asian jurisdictions to enhance collaboration between product partners and front office teams.Direct support to 4 branches ( Australia and New Zealand). Regular travel to Oceania to co-ordinate pipeline and Budget inputs to meet local and regional KPI targets.

Relationship manager role involving business development and client management across loan portfolio size of $450m.Working in a small corporate finance team focused on New Zealand corporate clients dealing with new lending opportunities, refinancing and wider project funding assignments.

Scope: Oversee credit analysis in preparation for loan applications and to manage and grow existing (and new) client portfolio Achievements: Created a successful track record in identifying business development and marketing opportunities to large corporate/institutional businesses; received 2 Request for Proposal invitations to participate in refinancing deals totalling $250m  Prepared and executed refinance of 5 existing accounts for $200m Completed assessments, report writing and preparation of in-depth credit analysis for finance applications Risk/Compliance management and evaluation in line with internal Bank policies Attended local industry events to develop networking base (INFINZ, NZCID etc)  Member of Engagement Committee to promote and assist in staff development and engagement across business functions

Personal travel from Europe via the Middle East, Asian Subcontinent, China and South East Asia to Australia and New Zealand. Excellent budgeting and logistical planning to undertake 7 month journey across 3 continents with 40 people Very strong team work and interpersonal relationship building skills Worked in 4 person teams to provide supplies to the wider group under strict budgets Able to deal effectively with diverse multi-cultural attitudes, values and ageswww.madventure.co.uk

Scope: Provide support to senior directors on Asia and India Desks Achievements: Provided assistance in integration of business units following formal brand merger of Swiss units Maintained responsibility for UK desk clients remotely from Zurich Improved desk revenues to US$2.3m by Dec 09 (up 76% on 2008) due to increased trading activity, leverage and new client acquisitions Prepared investment proposals and execution of investment strategies alongside Investment and Trust/Estate planning advisors  Project managed portfolio rationalisation exercise to centralise small accounts

Scope: Provide support to senior director on UK Desk within the Global South Asian TeamAchievements: Accepted sole responsibility of the UK desk on resignation of desk head in 2008 Undertook regular travel to the UK to meet with clients and advisors Focused on Asian families’ resident in the UK but with offshore banking and/or trust requirements Successfully managed portfolio of UHNW clients with $200m AUM, generating revenues of US$1.3m Prepared investment proposals and execution of investment strategies in conjunction with advisors and internal banking partners Member of Bank’s Best Place to Work Committee October 2008 – Secondment to HSBC Mumbai, India for work experience in the Private and Investment Banks.  Participated in Bank Charity fundraising cycling event across France and met personal donation target

Scope: Provide support to senior Director and wider relationship teamAchievements:  Accepted onto Career Development Group program (graduated 2008) Requested overseas placement within the wider HSBC banking group leading to secondment opportunities Developed excellent team work across department relationships through CDG initiatives (charity work, carbon neutral sustainability project) Led team building program for 20 junior staff based around sailing experience Supported a portfolio of HNW customers (c50 relationships). Total debt under management £250m. Managed allocated portfolio of customers (15). Debt under management £20m. Strong revenue generation created through recognising lending and trading opportunities. Desk revenues of £2.5-3m pa achieved Prepared credit and internal management reports to support business needs Attended client meetings and transactional banking needs of customers May 2007 – 3 week residential training in Singapore to complete Wealth Management Institute (Singapore) Certificate in Private Banking

 Successfully completed Bank Graduate programme  Completed all relevant banking and regulatory exams  Undertook retail banking roles covering all aspects of banking across 3 branches Assisted in project work for customer service improvements and staff training needs Strong team work and inter-departmental relations led to excellent knowledge base Maintained graduate peer group relations across the bank globally