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 services to our customers for fulfilling their needs in wealth management and various kinds of financing.Business Management and Financial Strategy• 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.• Analyze the sales results and productivity from branch level to staff level and recommend for sales booster campaign, sales support tools and sales process streamlining initiatives etc, in order to enhance sales productivity, efficiency and service capacity.Branch Resource and Network Planning• Develop and implement strategic plans and initiatives for effective and efficient distribution of banking business.• Assist in coordination of all branch related projects including branch opening, closure, relocation and renovation.• Devise and refine business and servicing models to continuously achieve customer satisfaction and efficient business delivery.

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.• Work closely with internal stakeholders / product managers on project planning and execution, benchmark with best market practice and excellent customer experience• Design and execute various marketing campaigns on social media platforms and perform different management reports including campaign performance analysis, channel comparison and service benchmarking

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 with clients to understand and reach their business objectives.• 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 methods for customer segmentation, brand tracking/analysis, and general market research projects in a variety of industries.• 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.• Knowledgeable in survey writing best practices. Managed survey pre-testing and feedback.• Using both qualitative and quantitative results to author concise and visual reports containing actionable recommendations.• Adept at crafting detailed, uncluttered, and visually appealing charts, tables, and graphs for presentations.• Manage online survey data collection, management, programming, and accuracy.

Hong Kong Sar