Tony Lam, Agfp(Ps) Email & Phone Number

* Perform business and user requirement analysis, feasibility study and produce requirement and functional specifications* Acting as the primary liaison between business and IT units* Formulate Test Plans, conduct User Acceptance Test* Provide user support to resolve production incidents and enquires* Manage IT project implementation

- Perform business analysis and user requirement studies for core banking systems, including Current Accounts, Saving Accounts, Timed Deposit, Autopay, Customer Information System, Loans etc. - Act as the key interface between business users and technical developers- Write Test Plans and conduct User Acceptance Test- Manage project implementations

香港特別行政區

• Assisting daily operation of the branch through providing various services like account opening and sales activities to customers of diverse backgrounds.• Building trustful relationship with the customers by following up each’s portfolio and providing personalized financial solutions.

Hong Kong

• Tailoring protection and investment strategies for over 100 SMEs customers from various business sectors. Through developing investment templates from Bloomberg Terminal and creating clients’ portfolio with detailed analysis, a great addition could be added to my team in protecting our customers’ property and assisting their investments continuously.• Carrying out risk monitoring and internal control functions in CWM’s daily operation. Through proofreading account opening documents and taking record of Risk Profiling Questionnaire from clients, the department operation is maintained well to ensure stability and avoid operation risk.• Facilitating the customer relationship management by preparing for the relationship managers. Through preparing the material used in client visits like updated client’s portfolio and potential investment plan

Hong Kong

• Imparting simple engineering knowledge to students and maintaining the order of classroom during lesson. The students could be inspired with creativity through joining experiments and competitions.