Joan Cheung

Experience

• 

  Shanghai Commercial Bank HK

  Apr 2005 - Apr 2018

  Senior Officer

  • Reviewing and enhancing the end-to-end process to ensure its ongoing properness and effectiveness• Developing and revising internal policies and procedures• Ensuring compliance with all applicable laws and regulations for relevant areas• Organizing the marketing campaigns and events• Analyzing marketing promotion campaign performance• Providing supplementary operation support to branches and other department• Designing and executing user acceptance tests of banking operation system• Providing secretarial and administrative support to the division head Show less

• 

  AXA Hong Kong and Macau

  Apr 2018 - now

  • Collaborating with Internal Audit, Legal & Compliance Team to maintain and implement the internal control standards and procedures in accordance with internal and external regulatory requirements• Monitoring and executing distribution compliance policies and procedures• Handling and reviewing the intermediaries license registration• Presenting due diligence for new and existing intermediaries• Managing sales and distribution promotion budget• Working with business stakeholders and intermediaries to derive effective sales and distribution sales promotion programs• Organizing the marketing campaigns and events for enhancing business production• Coordinating distributors related engagement events for relationship building• Preparing management presentation deck and supporting the execution on management forum• Acting as a coordinator and source of supports on distribution related new initiatives and transformation projects Show less

  • Manager

    Apr 2022 - now

  • Assistant Manager

    Apr 2018 - Mar 2022