Simon Lo Email & Phone Number

Hong Kong SAR

• The 39th licensed bank which has an all rounded Commercial Banking Centre and 24 branches in Hong Kong, together with 3 branches and 4 sub-branches in the Mainland, the Bank provides cross-border integrated banking.
• Be responsible for organizing respective management meeting including preparation of presentation materials, communication plans, business cases via coordination with respective key stakeholders.
• Prepare various types of analysis and management reports, conduct business researches and participate in ad hoc projects to explore new business opportunities.
• Coordinate and liaise with different units in preparing annual financial budget, business target and manpower in order to facilitate business planning and perform budgetary control.Sales Performance Management
• Develop and implement effective sales performance management strategic plan for retail banking business in order to meet overall business objectives.
• Develop and monitor the scorecards / KPIs and highlights areas for management attention.

Hong Kong SAR

• Business Development and Innovation Strategy
• Responsible to implement the e-banking strategies for new business initiatives and proposition.
• Assist to drive the business opportunity and propose innovative ideas to improve the platforms’ attractiveness and competitiveness
• Liaise with external vendors / suppliers & users to ensure business requirements are well defined, e-channel services are provided satisfactorily and in accordance with statutory & regulatory requirements
• Perform regular management reporting and service benchmarking.Project Management and Digital Marketing Transformation
• Develop and manage project development plan, monitor the progress and ensure new services/ initiatives are effectively implemented and reviewed.

Hong Kong SAR

• Part of a leading market research firm in the Hong Kong which works with various smaller clients to MNCs and Fortune 500 companies like A.S. Watson Group, Volkswagen, Prudential, Standard Chartered, HSBC.Communicating.
• Worked with clients to discover most effective approach to be used depending on their budget, time frame, and research goals.
• Coordinated, managed and monitored regional projects to ensure and maintain the quality level in client requirements.
• Worked on quick one month projects to large multi-part yearlong research projects with total research budgets from $25,000 to $500,000 USD.Conduct in-depth data analyses using traditional and advanced statistical.
• With analytic minds and experienced in data handling (Marco) and the ability to work with large amounts of data to a high degree of accuracy.
• Assist in development of survey questionnaires for different modes to ensure data is collected effectively.

Hong Kong SAR