Steve Ip

Steve Ip

Senior Officer

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location of Steve IpHong Kong SAR

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  • Timeline

  • About me

    Experienced Executive in Financial Services | Specializing in Business Development and Customer Engagement

  • Education

    • The Chinese University of Hong Kong

      2003 - 2006
      Bachelor's degree, second class honours upper division Economics
  • Experience

    • Cinda International Securities Limited

      Oct 2007 - Jan 2009
      Senior Officer

      Led a team of six members to develop comprehensive marketing strategies for investment products. Conducted in-depth research reports to analyze current and emerging business trends.Executed trade orders for clients across various assets including Securities, Futures, FX, and Bullion, ensuring timely and accurate transactions. Ensured regulatory adherence and operational efficiency within the team. Trained staff to enhance their investment knowledge, ensuring they provided professional services to clients. Show less

    • 亨達集團

      Nov 2011 - Jun 2024

      Participated in formulating and implementing the company’s growth strategy and explored new markets and clients to drive business growth. Regularly reported the operational status of the company to senior management, conducted data analysis, and provided decision-making support. Enhanced customer satisfaction by addressing client complaints and feedback, providing solutions, and ensuring timely resolution of customer issues. Led a dynamic team of over 10, driving the department to consistently hit sales targets and boost profitability. Ensured smooth business operations across multiple jurisdictions by diligently adhering to diverse regulatory requirements. Supervised daily operations to guarantee smooth performance of various departments. Delivered top-tier investment services while cultivating and maintaining strong customer relationships. Effectively managed and resolved customer disputes and complaints, maintaining high levels of customer satisfaction and retention. Collaborated closely with sales, IT, and support teams to analyze and develop strategies for the direct sale channel, enhancing sales and service delivery. Analyzed industry trends and competitive landscape to innovate and generate new business development ideas.

      • Assistant General Manager

        Jan 2021 - Jun 2024
      • Head of Direct Marketing

        Feb 2016 - Dec 2020
      • Business Development Manager

        Nov 2011 - Jan 2016
  • Licenses & Certifications

    • Completed Level 2 of Chartered Financial Analyst (CFA)

      CFA Institute
    • Certified Financial Risk Manager (FRM)

      Global Association of Risk Professionals (GARP)
      Apr 2014