Stephanie L. Email & Phone Number

Hong Kong SAR

• Assisted in the commercialisation of HSBC HK cards and consumer assets products on a local and global scale
• Worked closely with other teams to handle incidents related to HSBC card products affecting the general public
• Support the launch of a new mobile banking enhancement feature that led to a drastic increase in the customer digitisation adoption rate

Hong Kong SAR

• Providing customer management efforts by providing face-to-face support, managing inquiries, and ensuring the smooth operation of the centre. Successfully handled the comprehensive needs of new and existing customers
• Played a pivotal role in administrative support, including managing course payments, updating attendance records, preparing and compiling essential documents, and ensuring the accuracy of Salesforce data
• Utilized my proficiency in CRM and other data management tools to track customer behaviors and trends. My analyses have informed strategic decisions, enhancing our service offerings and customer engagement strategies.
• Sales and Marketing Support: Actively supported sales and marketing initiatives, contributing to awareness and lead generation
• Cross-functional Collaboration: Worked closely with the academic team and other departments to relay customer feedback and suggestions, fostering a culture of continuous improvement

Toronto, Ontario, Canada

• Developed and applied product knowledge and business process competencies in data modeling, analytics, and FP&A forecasting to support the North American Banking Strategy.
• Fostered interdepartmental collaborations, contributing to business planning, economic, and financial analysis projects, demonstrating a strong ability to operate independently and share insights across teams.

Hong Kong SAR

• Drafted and prepared legal documents for property transactions, demonstrating a keen attention to detail and project management skills in a high-stakes legal environment.
• Supported litigation processes, showcasing the ability to manage complex information and assist in critical legal strategies.
• Prepared necessary legal documents needed such as motions and briefs to support the litigation process and court proceedings.

Toronto, Ontario, Canada

• Conducted market research to inform business development strategies, employing analytical skills to manage and organize mutual funds accounts through CRM Salesforce.
• Reviewed and managed project data, demonstrating effective communication and organizational skills in supporting the development requests and financial operational tasks

Bachelor Of Business Administration - Bba, Co-Op Management | Specialization In Strategy Management | Minor In Economics

Education record

Education record