Carmen Hui

Experience

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  The University of Hong Kong

  Aug 2007 - Feb 2008

  Project Assistant, Public Relation and Administration

  • Coordinate various projects for Master degree courses of Chinese Medicine and Hospital AuthorityCertificate programme for Chinese Medicine.• Handle public relationship affairs and organise academy fairs, e.g. International Conference &Exhibition of Modernization of Chinese Health Products at Hong Kong Convention and ExhibitionCentre.• Arrange the conferences and meetings with mainland and foreign lecturers to conduct theinternational lectures in HKU.

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  HSBC

  Mar 2008 - Mar 2012

  General Banking Officer

  • Assist relationship manager (RM) and wealth management manager (WMM) to handle premier andadvance customer's inquires and building a positive relationship and perception with customer so asto furnish a positive quality banking service.• Promptly reply those inquiries, complaints and pro-active provide different possible alternatives andsolutions for customers on special requests and also assist RM and WMM on any customers issuesarising.• Selling those general banking products such as mortgage, personal loan, FX, oversea accountservices/ integrated account such as U.S. and china and non-life insurance.• Handle service to clients such as funds and stocks transfer from other financial institutions, FX deals,securities deals etc. Manage clients enquire on credit facilities, bank charges, exchange rates,account cash flow etc.• Prepare monthly and quarterly sales reports, valuation report and monthly business review and trendfor managers.• Ensure proper documentation and compliance of all relevant policies and procedures.• Update and Brief market view and trend weekly such as FX in order to provide the accurate financialview and support for clients and internal staff.• Make appointment with customers so as to refer potential business such as insurance andinvestment products to RM and WMM. Show less

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  OCBC Bank

  May 2012 - Jan 2016

  Senior Client Services Manager

  • Build profitable relationships with existing personal and commercial clients base through proactivecontact and needs identification.• Achieve income and acquisition targets through the strategic targeting of high net worth prospectsand sales in wealth management products.• Lead and support the overall performance of the team through effective collaboration andpartnership building.• Directly make a phone call for existing and new clients regularly to provide the updated programoffers such as CLD, time deposit and insurance.• Proactively sell those general banking products such as time deposit, insurance and repeated CLDtransactions.• Identify (KYC) and FATCS process for personal and business clients in new account opening.• Handle investment account opening process for personal and business clients such as recordingRPQ process and some investment documents.• Directly make appointments for clients via face to face meeting so as to review their account andhelp them to reinforce the asset positive increase by insurance and investment products. Show less

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  香港匯豐銀行

  Jan 2016 - Jan 2018

  Sales Quality Implementation Manager

  • Check new applications of various products in retail banking and phone banking by conductingcustomer call back and call recording review.• Strictly follow internal control standards and Group Compliance Policy and apply them sensibly andappropriately when processing judgmental cases.• Fully understand the procedures of sales quality checking and closely follow any new updates onrules and procedures.• Follow up and communicate with sales leaders regarding the judgments of sales quality performance in retail banking and phone banking.• Escalate and report of suspected regulatory breaches and staff misconduct to line mangers to retailbanking management within regulators' requirements.• Conduct vulnerable customers (PVC) and other general case reviews regarding retail bankingproducts and verify with sales team about the information provided by customers.• Conduct targeted review on Customer Call Back (CCB) and Phone Banking Business (PHB) cases.• Conduct case records and competitive researches and sales management reports timely and ensure data accuracy and delivery to all stakeholders with different channels. • Support the budget projects Retail Mystery Shopping Programme and implement of the business and operation strategies to meet the performance level.• Prompt follow up actions, execute and monitor with branches and external parties AC Nielsen to implement MSP. •Regularly arrange the briefing sessions, statistical analysis (around 200 staffs) and decks to reinforce the PHB staff to improve their service quality.•Support Global Standard teams and check and approve with some uncertain transactions and case studies such as Call Back suspect clients, AML, KYC, Dual Currencies Remitting Tracking, Country Risks, World Check Screening, Tax evasion to ensure all transactions within compliance standards and HKMA requirements.• Act as a committee to organise the internal activities and ceremonies to reinforce department’s cohesion. Show less

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  中國銀行

  Aug 2018 - now

  Business Strategy Manager