Ellen Chuang

Experience

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  Prudential Financial

  Jan 2000 - Jan 2005

  Client Service Assistant

  Supported RMs to serve HNW Taiwan portfoliosPeformed KYC and account review documentation to comply with regulations and AML ordinance Collected market news and updated price quote for RMs and clientsCollaborated with internal and external stakeholders to reconcile post trade settlement and follow upRelayed trade requests from clients to HK dealing floorProduced portfolio update and G/L reports for RMs and clientsProvided secretarial and administrative supports to RMs

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  BNP Paribas Fortis

  Jan 2005 - Jan 2006

  Client Service Assistant

  Supported RMs to serve HNW Taiwan portfoliosPeformed KYC and account review documentation to comply with regulations and AML ordinance Collected market news and updated price quote for RMs and clientsCollaborated with internal and external stakeholders to reconcile post trade settlement and follow upRelayed trade requests from clients to HK dealing floorProduced portfolio update and G/L reports for RMs and clientsProvided secretarial and administrative supports to RMsTaiwan SFI Senior Securities Specialist licensed Daha az göster

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  BNP Paribas Fortis

  Jan 2006 - Jan 2010

  Registered Sales Associate

  Supported RMs to serve HNW Taiwan portfoliosExecuted financial products trades in accuracy e.g. global stocks, ELN, mutual funds, CLN, FX etcPeformed KYC and account review documentation to comply with regulations and AML ordinance Collected market news and updated price quote for RMs and clientsCollaborated with internal and external stakeholders to reconcile post trade settlement and follow upMonitored the portfolio margin status and took action for call signalsProvided secretarial and administrative supports to RMsSFC 1,2,4,5 Representative Daha az göster

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  RBC Investment Services Asia Limited

  Jan 2010 - Jan 2014

  Senior Officer- Sales

  Supported RMs to serve HNW Taiwan and HK accounts Executed financial products trades in accuracy Peformed KYC and account review documentation to comply with regulations and AML ordinance Collected market news and updated price quote for RMs and clientsCollaborated with internal and external stakeholders to reconcile post trade settlement and follow upMonitored the portfolio margin status and took action for call signalsProvided secretarial and administrative supports to RMsSFC Type 1,2,4,5 Representative Daha az göster

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  Asia Progress Executive Limited

  Jan 2014 - May 2018

  Assistant Manager, Recruitment - Banking and Finance

  Sourcing talents and build candidate pipelines for Banking and Finance institutions in Hong KongInitiating cold calls or warm calls for role matching and profile updating Conducting prelim interviews to screen candidates and share the industry market to applicants for better interview result. Making liaison with HR business partners on placement processing for better result of talent referrals Updating candidates' files to the data platform; frequent user of Taleo and Bullhorn Performing the basic reference checksManage to achieve satisfactory placement rate Track record: 26 Private Banking placements/ 3 Investment banking placements / 3 brokerage placements / 4 Wholesale (Commercial)bank placement / 3 Retail bank placements / 5 Asset Management placements / 5 Corp Bank placementsSectors Placed: Dealing & Trading, PvB ARM, Investment Advisory, Sales Trading (Fixed Income and Equities), Risk, Private Equity, Consumer Lending, Corp Bank A/RM, Credit Admin, Credit Card System Daha az göster

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  Kelly Services Hong Kong

  Jan 2018 - now

  Recruitment Consultant - Banking, Insurance & Financial Services Division

  Recruitment Consultant covering Corporate Banking RM & Credit segments. (O)+852 2281 0031 | (M)+ 852 9311 7626 | ellen_chuang@kellyservices.com.hk Specialism: Corporate Banking relationship management, Credit Risk and analysis. M & ATrack record placement roles : Corporate Banking RM, ARM, Credit Analysts, Syndication Agency, M&A , Investment Banking Risk Mgt.