
Steve Ip
Senior Officer

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

The Chinese University of Hong Kong
2003 - 2006Bachelor's degree, second class honours upper division Economics
Experience

Cinda International Securities Limited
Oct 2007 - Jan 2009Senior OfficerLed 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 2024Participated 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 2024Head of Direct Marketing
Feb 2016 - Dec 2020Business Development Manager
Nov 2011 - Jan 2016
Licenses & Certifications

Completed Level 2 of Chartered Financial Analyst (CFA)
CFA Institute.webp)
Certified Financial Risk Manager (FRM)
Global Association of Risk Professionals (GARP)Apr 2014
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