• Responsible for audit confirmation for various financial product, assisted with the coordination of all internal and external audits within Global Wholesale Operation reconciliation team, collaborated with cross-functional teams to ensure timely completion of audit confirmations.• Maintained audit records and prepared reports for management review, monitored audit confirmations progress and provided regular updates to management in Excel.• Assisted with annual SOPs project by reviewing and amending audit confirmation process.

• Responsible for high net value customer development through presentation of HSBC account service and related finance product in various of events, connecting with different pipeline related to wealth management.• Proactively engaged with clients on a daily basis to fully understand credit needs of the client and build solutions based on extraordinary understanding of the business and market.• Provided professional and in-time market insight for existing customer and recommendations for local or global asset allocation according to customer’s preference.• Provided outstanding customer service through making personal banking solution plan based on the customer needs.

• Responsible for daily and monthly operational duties including recordkeeping of unitholder information, periodic cash/position reconciliation, and assistance in financial reporting (Net-Asset-Value Report, Investor Investment Summary, etc.).• Helped to maintain good relationships with investors. Acted as point of contact for a number of investors and answered ad-hoc inquiries in regard to concerns in fund performance and investment suitability based on client IPS.• Enhanced the existing reporting template using automation and scripting languages including VBA and SQL. The enhancement significantly reduced room for human error and increased operational efficiency.