Don Chan ,.

Experience

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  Standard Chartered Bank

  Sept 2000 - Sept 2005

  Analyst Programmer

  - Designed, built and maintained Global Intranet Website - Maintained & Supported Wealth Management Information System• Develop and support Global Standard Chartered Bank internet banking system in Hong Kong, Singapore, India & China. Generated online number of customers from zero to over 500,000 within 4 years • Conduct technical and UAT plans and test scripts to meet internal audit and security requirement• Play as a key role to enforce an electronic transaction security framework of intranet system and internet banking platform• Provide production supports, system enhancement and maintenance, arrange process change deployment• Maintain and enhance business functionalities of intranet system to deliver a robust electronic communication platform among 5,000 global internal staffs • Co-ordinate with business stakeholders to prepare user requirements documents together with business analysis on the feasibility of the initiatives• Design business operation flows in a cost-effective fashion with customized control measurement to meet internal and external compliance requirements and minimize operational risks Show less

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  Credit Suisse

  Nov 2008 - Sept 2012

  Assistant Vice President (Swiss Privilege)

  - Manages portfolio growth through the investment of mutual fund, fixed income, currency deposit and structural composition- Average 2.76 million HK dollars assets monthly injected into the personal management poll over past 12 months (by April 2010)- Managed a team up to 4 persons and achieved over target of 48 millions HKD production in year 09/10• Manages portfolio growth of HNWI and corporate clients through the investment of mutual fund, fixed income, currency deposit and structural composition• Managed a team of 4 persons and achieved target of 48 mil HKD production in year 09/10 as team head• Achieved to acquire over 60 millions Hong Kong dollars asset under management (AUM) in 2012• Promoted to Assistant Vice President in 2011, a second promotion in same company within 3 years• Co-ordinated marketing campaigns including wine investment, golf tournament and investment seminar to reinforce the brand and product equities Show less

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  N/a

  Oct 2012 - Apr 2019

  Entrepreneurship

  • Preparation of the entrepreneurship of O2O pastry retail outlet including business planning, fund raising, retail location consultation, research and development of core products, technical specification and leasing contract negotiation

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  Citi

  Apr 2019 - Aug 2021

  Assistant Vice President

  - As key project lead to work with different teams, including Regional teams, Product teams, Sales teams, Branding, Analytics, Operations, Compliance, Legal, etc. on the development, internal assessment and marketing operation of the Bank's remote account opening with facial recognition, eKYC onboarding and credit card cross-sell digital sales enabler initiatives- Hands on experience to deal with HKMA requirement on RAF, AML and Fintech Supervisory Sandbox and regulatory enhancement and stipulated technical and business reviews- Monitor sales channels' acquisition performance on top-tier banking customer segment, mainly work with direct sales, Relationship Managers, Private Bankers, Digital Acquisitions, Telemarketing team on referral & conversion- Formulate and deliver new-to-bank acquisition and upgrade strategies across banking segments to meet and exceed client acquisition, upgrade, digital acquisition share, client experience and profitability targets- End-to-end project management in project timeline and budgeting, resources planning, business requirement, vendor selection and technical specification, system implementation and testing (UAT, PAT and Production Sanity Test) and backend operation logistics handling (Branch Operation, Customer Services and Telesales) - Collaborate with regional stakeholders from U.S., China, Singapore, Taiwan and India) and local partners to bundle bank products (WMs, Card, Deposit, Mobile Wallet) and open-API modules collectively integrated in the remote account opening system- Lead and drive other strategic initiatives including but not limited to client on-boarding experience, internal cross-business unit referrals campaign, client MGM platform, Online Upgrade and Global Banking value proposition development- Produce marketing competitive analysis and research, product specification, term and condition in relation to remote account opening, regular MIS and management presentation to Country Business Manager Show less

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  GrowthOps

  Aug 2021 - Jun 2022

  Project Manager

  - Lead, manage and plan of shared services manpower (10+ local and offshore ppl) and IT performance to engage aggressive business growth, support sales leads in key account management, corporate office reporting, and develop country sales strategy aligned with corporate strategy for APAC markets including Australia, Malaysia, Vietnam and India- Collaborate with country senior management (IT, business and operations nature) to enforce project policies, procedures and implementation milestones on-time delivery of Core Banking system revamp from as-is study, fits and gaps of business cases & UI, technical solution and POC, cost estimation to implementation. Recommend target operating model and solutions to transform global product platforms (e.g. Loan, Treasury, Remittance, Deposit and CRMS) into an integrated enterprise solution- Drive on-going cross country and cross functional business process improvement to enhance operation efficiency, automation and revamp migration to deliver global-scale core banking solution in high standard of quality assurance and clearance of regional and local compliance and audit trails- Develop and maintain continuously to improve procedures, methodologies and governance to optimise PMO maturity of insurance digitalisation projects from planning to application deployment in production Show less

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  The Bank of East Asia, Limited (BEA)

  Jun 2022 - now

  Project Management Office Manager

  - Manage to rollout the flagship Productivity Uplift Program ‘Front-to-Back’ digitalization with top-prioritized client journeys- Serve as a liaison and facilitator between business units, Information Technology department, and system vendors in addressing and resolving issues in system development and quality assurance - Drive project deliverables are of sufficient quality and adherence to bank standard, maximize team’s ability to better replicate success and harvest lesson learnt Show less