Robert Hsiao Email & Phone Number

Oakland, California, United States

Singapore

• Manage the Asia Pacific Region's PVC Back Testing project, a business exercise to examine whether there is systematic mis-selling in the Bank's current portfolio of sales.Result: Ran the exercise as a project to ensure.
• Led a working group to design the Error Codes according to Wealth Risk Framework. Error Codes standardizes globally how each of HSBC's wealth countries screens for sales errors―what constitutes a sales failure and what.
• Led a team of business analysts to complete the business analysis part of the Range Review project, which removes unsuitable products from the Bank's line of offerings.Result: Business Requirement document completed on.
• Co-managed the development of the core build of Goal Planner (a.k.a. Strategic Financial Planning) according to the Bank's Financial Planning Framework; responsible for producing the training pack.Result: SFP has begun.
• Co-managed Stock Crossing project, an initiative to create a platform that matches buy/sell stock orders from HSBC customers; essentially setting up a stock exchange within the Bank.Result: First round of operation.

Palo Alto, CA

• Responsible for co-managing client investments on both discretionary and non-discretionary basis, in one of toughest market environments.Result: Successfully managed client expectations and delivered satisfactory.
• Responsible for writing monthly investment letter, clients' quarter performance reports, and conducting quarterly investment performance reviews. Result: All required work completed and delivered by deadline.

San Francisco, CA

An American architectural design firm doing business in China that also also provides consulting service to firms entering China.

San Francisco, CA

• Led the Global Asia Pacific web team to build Schwab's Global Asia Pacific web trading site, the first of its kind in 1998 in US, by setting a blueprint for the eventual website, launching with 60% of planned.
• Managed Schwab public site for 1) investor education and 2) lead generation; understood investor behavior by analyzing site traffic, then developed appropriate contents.Result: Schwab public site has always offered the.
• Served as the final gatekeeper for all of the department's communication to the public; led a multi-department working group to design the department's review and approval process for all in-language communications.