Raymond So

Experience

• 

  HSBC

  Oct 2010 - Dec 2020

  -Managed and grew a portfolio of sophisticated corporate clients, including multinationals and local corporate focusing on manufacturing and trading-Experienced in structuring commercial credit facilities including equity finance, trade finance, treasury credit facility- Grew assets and deepened wallet by collaborating with other sites' RM for multinational clients.- Acquired new clients and conduct customer due diligence for growing the bank's balance sheet -Managed and grew a diversified portfolio of business banking clients with various backgrounds including manufacturing, trading, retail and professional service.-Deepened customer relationship and wallet by providing banking products including commercial credit facilities, trade finance, treasury credit facility and wealth management products.-Conducted customer due diligence to safeguard credit risk and financial crime risk -On-boarded new SME clients and conducted KYC and due diligence to grow the bank's client base-Provided one-stop banking service and products to New-To-Bank business clients-Identified potential clients and made quality referrals to the RM team

  • SVP Relationship Manager, Corporate Banking

    Apr 2018 - Dec 2020

  • VP Relationship Manager, Business Banking

    Aug 2012 - Apr 2018

  • Assistant Manager, Business Banking

    Oct 2010 - Aug 2012