Janet Man

Experience

• 

  HSBC

  Oct 2003 - Oct 2016

  Dip CII Qualified Wealth Advisor - Management of high net worth clients with complex wealth management needs; providing pro-active relationship management and long term financial planning to achieve client's hopes, dreams and aspirations. Management of a portfolio of high value, high net worth expat and UK clients and providing a high level of pro-active relationship management, Raising local HSBC profile, networking with local business links for introducations, managing SME retail business accounts. Assisting junior and senior commercial managers on a day to day basis, managing diaries, contacting clients and writing lending files. Liaising, comunicating and providing training between retail business and commercial centre. Supporting New to Bank Commercial Manager, shadowing for self developments and sharing HSBC experiences. Providing customers mortgage illustrations, mortgage sales process and lending file management Various front office Roles. Account opening, cashiering, senior front office counsellor. Auditing responsibilities.

  • Premier Relationship Manager

    May 2013 - Oct 2016

  • Premier Manager

    May 2008 - May 2013

  • Business Specialist

    May 2006 - Aug 2008

  • Commercial Officer

    May 2005 - May 2006

  • Mortgage Arranger

    Dec 2004 - May 2005

  • Counsellor

    Oct 2003 - Dec 2004
• 

  HSBC Private Bank

  Oct 2016 - Mar 2020

  • CLM Tax Administrator

    Mar 2019 - Mar 2020

  • CLM Analyst

    Oct 2016 - Mar 2019
• 

  HSBC Private Bank (UK) Ltd

  Mar 2020 - now

  Tax Manager