Wilson Cheng

Experience

• 

  HSBC

  Jun 2010 - Feb 2017

  Oversee and champion the development and governance of the Performance Incentive Scheme, ensuring its alignment with organizational objectives.My responsibilities also include monitoring the performance of regulated and non-regulated products, spanning both Retail and Wealth segments, to sustain sales momentum and contribute to achieving the Group business goals.Provide analytics to senior management, ensuring that branch performance remains in line with Group strategy and effectively meets customer needs. Furthermore, I conduct gap analyses to furnish senior leadership with insights that support informed business decision-making. Show less Designing and developing Retail Banking (RB) product tracking systems and individual performance reports for senior management. Generating insightful Management Information (MI) reports and analyses to optimize sales performance management.My expertise extends to designing and implementing RB incentive frameworks, ensuring precise target allocation and performance measurement. I meticulously monitor all retail product performance to sustain sales momentum, ultimately driving achievement of the group's overarching business goals.Achievement:Develop a branch tiering mechanim to assist HR and Branch Leaders for branch manager assignment Show less

  • Manager, Branch Monitoring & Recognition

    Sept 2013 - Feb 2017

  • Sales Performance Improvement Manager

    Jun 2010 - Aug 2013
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  DBS Bank

  Feb 2017 - Aug 2017

  Assistant Vice President, Channel & Analytic

  Identify business opportunities and support sales activities by preparing business reports for the sales leader and senior management. Provide gap analysis to understand customers’ requirements and transform them into a bank business model. Drive sales business with different stakeholders which act as an interface between business units, technology teams, and support teams. Achievements:- Successfully launched a digital mortgage application platform within 6-months time. - Work with development and product teams to resolve any customer experience or control issues identified via monitoring. Show less

• 

  Hang Seng Bank

  Aug 2017 - Sept 2022

  The role leads a team to governance and develop Performance Reward schemes, Cost Management, and Risk & Compliance controls. Formulating business strategies, identifying and solving complex problems, implementing Reward & Recognition programs and initiatives, and managing the performance framework. Additionally, the role involves cost management, monitoring P&L, implementing resource plans, and coordinating audit matters. The incumbent is also responsible for constructing and driving training programs to ensure consistent execution at all sales & management levels and improve sales staff productivity & efficiency. Show less The role involves producing quality reports on product tracking for Retail Banking products, ensuring fair treatment of customers across all aspects of strategy, product design and delivery, sales processes, administration, and complaint handling. Work with various teams and counterparts as appropriate to ensure all processes are in a good place. The role also includes designing and implementing product target allocation and performance measurement, as well as monitoring the performance of all Retail Banking products to achieve the Group's business goals. Show less

  • Senior Manager, Business Development and Financial Management

    Jun 2019 - Sept 2022

  • Retail Banking Sales Management Manager

    Aug 2017 - Jun 2019
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  RBC (formerly HSBC Canada)

  Jan 2023 - now

  Banking Advisor / Premium Banker

  The role in fostering at building strong client relationships, giving personalized financial advice. To grown our client base by connecting with people, getting referrals, and using smart marketing. Assist clients plan their finances and suggest the best investment strategies for them. Spotting opportunities to offer other banking services, making sure clients get all the help they need.