Angela Tai

Angela Tai

Premium Banker & Mutual Fund Advisor

Followers of Angela Tai485 followers
location of Angela TaiShenzhen, Guangdong, China

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  • Timeline

  • About me

    Communication Manager at Harrow International School Shenzhen

  • Education

    • Branksome Hall

      2008 - 2010
      International Baccalaureate Program

      Activities and Societies: Residence Council, Best Buddies Program, Big Sister Little Sister, JUMP Math Tutoring, CAS Program

    • Shenzhen Experimental School

      2007 - 2008
    • HKU MBA (Faculty of Business and Economics, The University of Hong Kong)

      2017 - 2018
      Master of Business Administration - MBA

      Activities and Societies: TEDxHKU 2018, Consulting Club, Finance Club, Women in Leadership Club, Operation Santa Claus

    • Columbia Business School

      2017 - 2018
      Master of Business Administration - MBA
    • The University of British Columbia

      2010 - 2014
      Bachelor of Commerce - BCom Marketing

      Activities and Societies: China Business Club, Kappa Alpha Theta, Chinese Varsity Club, YOURS Club

    • UBC Sauder School of Business

      2010 - 2014
      Bachelor of Commerce - BCom Marketing

      Activities and Societies: BizChina Club, Business Communications Club, AdvertisInc

    • City University of Hong Kong

      2013 - 2013
      Bachelor of Commerce - BCom Exchange Program

      Activities and Societies: Project Flame Charity Fashion Show

  • Experience

    • HSBC Retail Banking and Wealth Management

      Jul 2014 - Aug 2016
      Premium Banker & Mutual Fund Advisor

      - Ranked as Top 50 Premium Bankers in the nation, exceeded monthly Net New Money acquisition target by 182%, surpassed New-to-Bank Mortgage target by 70%, awarded nationwide Top 3 Credit Card Sales and exceeded yearly target by 32% in 2016- Led the Personal Banker team of 6 to help branch achieve 1st place nationwide in HSBC’s Advance Campaign, offering exceptional customer experience while recognising business opportunities resulting in exceeding customer acquisition targets by 300%- Able to maintain superior sales and service records through effective time management and quick adaptability while actively developing new clientele in the emerging mass affluent customer segment Show less

    • Pearson

      Mar 2018 - Oct 2019

      - Lead and piloted one of Tomorrow's Markets Incubator's business ventures: “Longman English Pal”, a new-to-market English learning platform for children aged 4-6- Developed and effectively evolved product direction, strategy, overall business plan and marketing proposal. Responsible for liaising all supporting vendors for product development and conducting regular workshops with Pearson's global teams in New York and Hong Kong- Spearheaded 4 rounds of deep-dive market research on platform-based English learning in China. Developed short-term and long-term key product features based on user feedback, user needs assessment and competitive analysis Show less

      • Product Manager

        Aug 2018 - Oct 2019
      • Corporate Venture Lead (MBA Internship)

        Mar 2018 - Aug 2018
    • Harrow International School Shenzhen

      Jun 2021 - now
      • Communication Manager

        Feb 2022 - now
      • Operations Supervisor

        Jun 2021 - Feb 2022
  • Licenses & Certifications

    • TESOL for Children Certification

      American TESOL Institute
      May 2024
    • Investment Funds in Canada

      Canadian Securities Institute (CSI)
      Jan 2016
  • Honors & Awards

    • Awarded to Angela Tai
      KraftHeinz MBA Elite Case Competition: Contest Winner KraftHeinz Company Nov 2017
    • Awarded to Angela Tai
      President Entrance Scholarship The University of British Columbia Sep 2010
    • Awarded to Angela Tai
      Go Global International Learning Programs Award The University of British Columbia
    • Awarded to Angela Tai
      High Honours Award International Baccalaureate Program
    • Awarded to Angela Tai
      Sauder School of Business Exchange Program Award The University of British Columbia
  • Volunteer Experience

    • Sponsorship Coordinator

      Issued by TEDxHKU on Aug 2018
      TEDxHKUAssociated with Angela Tai
    • Community Volunteer

      Issued by Operation Santa Claus on Sept 2017
      Operation Santa ClausAssociated with Angela Tai
    • Jeans Day Coordinator

      Issued by BC Children's Hospital Foundation on Oct 2014
      BC Children's Hospital FoundationAssociated with Angela Tai
    • Volunteer

      Issued by S.U.C.C.E.S.S. on Sept 2014
      S.U.C.C.E.S.S.Associated with Angela Tai
    • Sister

      Issued by Kappa Alpha Theta Headquarters on Sept 2011
      Kappa Alpha Theta HeadquartersAssociated with Angela Tai
    • Squad Manager

      Issued by The University of British Columbia on Sept 2012
      The University of British ColumbiaAssociated with Angela Tai
    • Education Volunteer

      Issued by Shenzhen Charity Federation UZIV Foundation on Jun 2011
      Shenzhen Charity Federation UZIV FoundationAssociated with Angela Tai