Stanley Wong, CFA, CESGA®

Experience

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  SHINEWING (HK) CPA Limited

  Jun 2015 - Jul 2015

  Summer Intern

  - Prepared risk control matrix- Prepared official documents for meeting with clients- Assisted in carrying out internal control mechanism

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  China CITIC Bank International Limited

  Jun 2015 - Aug 2015

  Summer Intern

  - Carried out market comparisons- Engaged in User Acceptance Tests (UAT)- Drafted User Requirement Specification (URS)

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  HSBC Commercial Banking

  Jul 2016 - Aug 2016

  Summer Intern, Commodities trade

  - Assisted a team of relationship managers in conducting 'Know your customer's counter-party check' (KYCC) - Carried out market research in commodity field- Engaged in Mark to Market position monitoring on the clients' portfolio

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  Hang Seng Bank

  Jul 2017 - Nov 2021

  - Manage a customer portfolio from a variety of industries, both onshore and offshore, such as Construction and Engineering, Manufacturing, Retail & Trading- Develop client portfolio through providing different corporate banking solutions, including cross-border financing, trade financing, construction loans and cash management solutions- Perform in-depth credit analysis & coordinate with a list of product partners within the bank on sales pitching and credit management- Conduct credit review and regular account activity review to maintain credit quality of client portfolio Show less - Rotated in different departments of Commercial Banking, including front-office and back-office- Acquired basic knowledge of the products regarding trade financing, cash management, treasury, insurance and investment products that are available to Corporate Customers during the attachment in the front-office- Gained general understanding of Compliance and Financial control procedures, as well as business model, strategies and policies of Commercial banking during the attachment in the back-office- Carried out a 2-month attachment in the relationship management department (Shenzhen branch) of the Hang Seng Bank (China) Limited, which enriched the understanding towards the fast-growing business models and industries in China. Show less

  • Relationship Manager

    Jul 2020 - Nov 2021

  • Assistant Relationship Manager

    Jul 2018 - Jun 2020

  • Management Trainee

    Jul 2017 - Jun 2018
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  HSBC

  Dec 2021 - now

  Manage a customer portfolio of 14 borrowing groups with a loan portfolio over HKD7b from a variety of industries such as Property Development/ Investment, Construction & Engineering, Securities Investment, as well as Trading/ ManufacturingDevelop client portfolio through providing different corporate banking solutions, including syndication/ club loans, construction loans, mortgage loans, bridging loans, investment loan and insurance premium financing Cross-sell commercial banking products with product partners, such as keyman insurance, investment products, trade & receivable finance and cash management solutions, as well as Sustainable FinancingCollaborate with other segments within the bank, including Global Markets and Private banking on hedging solutions, Capital market products and wealth management solutions Show less

  • Senior Vice President, Commercial Real Estate, Corporate Banking

    Feb 2023 - now

  • Vice President, Commercial Real Estate, Corporate Banking

    Dec 2021 - Jan 2023