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Simon Mak Email & Phone Number

Business analyst, Project manager, consultant, advisor at Investia Financial Services
Location: Canada, Canada, Canada 7 work roles 3 schools
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Current company
Investia Financial Services
Role
Business analyst, Project manager, consultant, advisor
Location
Canada, Canada, Canada
Company size
512 employees

Who is Simon Mak? Overview

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Quick answer

Simon Mak is listed as Business analyst, Project manager, consultant, advisor at Investia Financial Services, a company with 512 employees, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Simon Mak.

Simon Mak previously worked as Mutual fund and Insurance advisor at Affinity Financial Services and Investment Advisor Assistant at Investia Financial Services. Simon Mak holds Master'S Degree, Computation from The University Of Manchester.

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Investia Financial Services

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Profile bio

About Simon Mak

Business Analyst and Project Manager with over 15 years of experience in leading different size of projects and programs, expertise in contact center solutions, risk and compliance, customer relationship management and process re-engineering within a highly regulated financial industry. Simon is a customer focused, fast learner with strong ability to absorb complex technical concepts and communicate them to a non-technical audience. Extensive experience in leading projects from requirement gathering, technical solutions, testing, integration, deployment and post implementation support.

Listed skills include Project+, Strategic Planning, Customer Experience, Change Management, and 51 others.

Current workplace

Simon Mak's current company

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Investia Financial Services
Investia Financial Services
Business analyst, Project manager, consultant, advisor
canada
Website
investia.ca
Employees
512
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Company profile
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7 roles · 25 years

Simon Mak work experience

A career timeline built from the work history available for this profile.

Mutual Fund And Insurance Advisor

Current
Affinity Financial Services

Canada

Nov 2022 - Present

Project Consultant

Current
Infinity Children Education

Toronto, Ontario, Canada

Sep 2018 - Present

Project Manager

Hsbc

Toronto, Canada Area

  • Managed a team of technical and business users specialized in digital and branch operations to provide end to end support for business banking customers in Canada and UK.
  • Led collection and mapping of business requirement / solution identification, TOM, technical design and proof of concept testing; analyze production data to support business decision making to improve their business.
  • Managed HSBC Canada transformation project (USD 15M) to automate branch account opening process.
  • Led a team of data specialist to provide technical solutions to the Business banking data migration project.
  • Managed a global digital onboarding project (USD 30M) with UK and 3rd party vendor to identify technical solutions to provide online business account opening.
  • Provided post-implementation support to operation team.Accomplishments: Successfully completed the project and reduce the account opening time from 15 days to 2 days within the defined scope, time and budget..
2017 - 2018 ~1 yr

Senior Solution Consultant/ Program Manager

Capco

Hong Kong

  • Led in a HSBC global call centre data migration project and HSBC HK customer due diligence (risk and compliance) projects under retail banking, Transformation (USD 10M).
  • Provide technical solutions and managed project on call centre infrastructures (PABX, IVR, CTI, WFM systems) for the merging of 2 centres in south east Asia.
  • Led projects according to HSBC in house SDLC methodologies from Project initiation (Request for proposal, Target operating model, budgeting), requirements, design, testing to post implementation support.
  • Led the project team and collaborate with Sales, Marketing, IT and external vendors in formulating project strategies and delivered technical solutions.Accomplishments: Led and completed a bank-wise omni-channel.
2015 - 2016 ~1 yr

Solutions Manager, Rbwm

Hsbc

Hong Kong

  • Technical Solutions Manager in the Call Centre department of Retail Banking, to deliver innovative and scalable technical solutions to business clients.
  • Provide technical solutions according to HSBC business and technical strategies on channels.
  • Call Centre technical specialists in supporting PABX, IVR, CTI, WFM, Dialler and Speech Recognition System.
  • Managed and implemented an automated personal loan application process via e-banking channel.
  • Led a highly-complicated bank wise Core Banking migration project (>USD 50M) for Consumer Banking.Accomplishments: Successfully provided and implemented a technical solution to improve 70% of call centre efficiency..
2010 - 2013 ~3 yrs

Assistant Vice President, Technical Support, Consumer Banking

Dbs Bank

Hong Kong

  • Led technical solution team under consumer banking to manage technical related projects and provide operation support.
  • Managed Contact Centre platform migration project, collaborated on the design and implementation of the infrastructure within 6 months.
  • Analyzed data and provided technical recommendations to maximize potential use of technology.
  • Led the Taiwan Bank System Migration Project (>USD20M).
  • Maintained a high degree of morale and efficiency by providing ongoing support and motivation to technical members and the sales force.Accomplishments: Led the technical team and won the Grand Awards of the Hong Kong.
2001 - 2010 ~9 yrs
Team & coworkers

Colleagues at Investia Financial Services

Other employees you can reach at investia.ca. View company contacts for 512 employees →

EG Ed Goertzen Ed Goertzen Colleague at Investia Financial Services Winnipeg, Manitoba, Canada, Canada View → RB Rudy Blondeau Rudy Blondeau Colleague at Investia Financial Services Québec, Quebec, Canada, Canada View → PT Pierre-Ian Tremblay Pierre-Ian Tremblay Colleague at Investia Financial Services Québec, Quebec, Canada, Canada View → MS Melanie Stockley Melanie Stockley Colleague at Investia Financial Services Ajax, Ontario, Canada, Canada View → VF Valérie Flamand Valérie Flamand Colleague at Investia Financial Services Capitale-Nationale, Quebec, Canada, Canada View → AP Anthony Powers Anthony Powers Colleague at Investia Financial Services Québec, Quebec, Canada, Canada View → WL Warren Lee Warren Lee Colleague at Investia Financial Services Montreal, Quebec, Canada, Canada View → MG Marquis Gagnon Marquis Gagnon Colleague at Investia Financial Services L'ancienne-Lorette, Quebec, Canada, Canada View → BS Bob Stewart Bob Stewart Colleague at Investia Financial Services Canada, Canada View → SB Sébastien Boulanger Sébastien Boulanger Colleague at Investia Financial Services Sherbrooke, Quebec, Canada, Canada View →
3 education records

Simon Mak education

Leadership Connections

Humber College

Activities and Societies: An intensive program for internationally educated senior level professionals that offers career transition.

Bachelor'S Degree, Bachelor Of Engineering (Hons)

The University Of Manchester

Activities and Societies: Sunset Commercial Radio Chief Programme Presenter

FAQ

Frequently asked questions about Simon Mak

Quick answers generated from the profile data available on this page.

What company does Simon Mak work for?

Simon Mak works for Investia Financial Services.

What is Simon Mak's role at Investia Financial Services?

Simon Mak is listed as Business analyst, Project manager, consultant, advisor at Investia Financial Services.

Where is Simon Mak based?

Simon Mak is based in Canada, Canada, Canada while working with Investia Financial Services.

What companies has Simon Mak worked for?

Simon Mak has worked for Affinity Financial Services, Investia Financial Services, Infinity Children Education, Hsbc, and Capco.

Who are Simon Mak's colleagues at Investia Financial Services?

Simon Mak's colleagues at Investia Financial Services include Ed Goertzen, Rudy Blondeau, Pierre-Ian Tremblay, Melanie Stockley, and Valérie Flamand.

How can I contact Simon Mak?

You can use AeroLeads to view verified contact signals for Simon Mak at Investia Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Simon Mak attend?

Simon Mak holds Master'S Degree, Computation from The University Of Manchester.

What skills is Simon Mak known for?

Simon Mak is listed with skills including Project+, Strategic Planning, Customer Experience, Change Management, Microsoft Office, Management, Microsoft Excel, and Microsoft Word.

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