Wing Lau Email & Phone Number

Vancouver, British Columbia, Canada

• Building, growing, and maintaining profitable, long lasting, and genuine relationships with clients. • Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.• Using customer insights to drive and guide your prioritization and handling of key relationships, information, and documentation. • Developing strategies and scheduling for each account, while focusing on investment and lending portfolio management, quality, exposure limits and security requirements.

Richmond, British Columbia, Canada

Personal banking• Strategic partner to Account Managers to build, grow and maintain profitable, long-lasting, and genuine relationships with clients• Provide knowledge, courteous & efficient delivery of products & services (opening of accounts, sale of retirement and investment products, etc.)• Enhancing current client relationships and portfolio management• Providing day-to-day operational support and assistance with internal team members and external clients, account maintenanceCommercial - Cash Management • Delivering business client service & support• Back up primary contact for our business clients and provides critical support• Initial onboarding system update comprised of opening, installation, and activation of cash management products and services, with required documentation and electronic entries• Providing day-to-day operational support and assistance with their banking needs• Responding to requests, delivering regular follow-up, account maintenance

Hong Kong Sar

• Provide support for wealth management advisors (Ultra high-net-worth)• Provide day to day support regarding the client life cycle• Being a trading assistant and the point of entry for processing client orders• Handle daily transaction processing and complex troubleshooting• Dealing with private and corporate clients• Provide administrative and documentation service for external client • Provide timely & accurate service to both internal and external clients• Being the one point contact between client and traders, lenders, settlements, IT, sales, operation and handle adhoc queries

Hong Kong Sar

• Review KYC and constitutional documentations• Provide structure change advisory to support Wealth Management Advisor/ Wealth Management Advisor Assistant• Internal support with stakeholders located in HK & Singapore• Help and support regarding all document processing matters of structure change • Discuss with Legal and Compliance, Business Risk Management with exceptional handling

Singapore

• SME of Off-boarding team• Provide help and support regarding all document processing matters • Responsible for the life cycle of client information by reviewing account documentation & maintaining static data• Ensuring the accuracy and completeness of all sourced data• Direct liaison with, and support to mainly internal clients or business partners including other departments within operations, Legal and Compliance, Business Risk Management, Project team etc• Updating and monitoring of procedures and checklists to increase knowledge & process improvement

Singapore

• Planning, organizing and controlling the entire office administration• Maintains office services by organizing office operations and procedures• Perform book keeping processes and organize the storage of data• Preparing payroll• Controlling correspondence• Reviewing and approving supply requisitions• Monitor and maintain office supplies inventory• Assigning and monitoring clerical functions• Analyze and monitor internal processes• Handle full set of books & handle daily accounting • Follow up on account receivable and payable• Organize and maintain law libraries, documents, and case files

Hong Kong

• Handle full set of books & handle daily accounting • Perform general accounting duties such as preparing vouchers, data entry, documents filing, bank reconciliation etc.• Prepare monthly sales commission • Handle FX Currency exchange• Follow up on account receivable and payable• Communicate with bank and prepare daily funding arrangement (Loan and time deposit)• Assist in preparation of accounting schedules and reports such as Consolidation Report, Breakdown, Depreciation, Monthly Analysis, Loan Interest Accrual & Calculation, Prepayment & Accrual, Revaluation, etc.• Prepare daily & monthly FRR (Securities & Futures) to SFC (HK regulator)• Prepare monthly analysis reports to Holdings Company in China• Prepare year end AFS Report and communicate with auditors • Handle other ad-hoc tasks as assigned

Hong Kong

• Reporting to Head of Accounting Departments• Prepare vouchers and cheque payments• Follow up on account receivable and payable• Bank reconciliation• Prepare cash flow and daily report• Prepare general ledger• Prepare balance sheet• Daily accounting works such as data input• Prepare monthly account reports such as Monthly Analysis and Breakdown• Prepare daily & monthly FRR (Securities & Futures) to SFC