Financial services executive - BUSINESS Consultant
Summary
True wisdom is in knowing you know nothing (by Socrates)
Accomplished financial services executive with global experience in business transformation and client success. Has held multiple senior positions of COO, CAO, Business Executive and Global Head of Clients in global banks, broker dealers and investment managers.
Products coverage: Global Markets, Liquidity Management, Securities & Fixed Income, Collateral Management and Clearing, OTC Derivatives, Prime Services, Alternatives Investments and Hedge Funds.
Specialize in managing strategic and change initiatives, organization development, cross functional matrix reporting, business and product development, business process outsourcing, risk and control governance and executive management. Strong advocate of building sustainable business; focusing on partnership with clients and driving growth. Embrace technology as a change agent to improve efficiency, reduce risk, make well informed decision and enhance business result.
Multi-lingual and multi-cultural leader with passion for diversity and inclusion, mentorship, and sponsorship to build successful teams. Have managed global teams in New York, Florida, London, Manchester, Brussels, Tokyo, Hong Kong, Singapore, Australia and India.
Interested to discuss opportunity, please email me at: connie.leung@mginsightus.com
Achievements
Received an award or special recognition
Held a C-level position within an organization
Received one or more certifications
Networked with other professionals
Earned one or more college degrees
Limited-edition achievement recognizing early members of Workfolio
Received one or more promotions within an organization
Endorsed by co-workers or clients
Spoken in front of an audience about an area of expertise
Donates time to philanthropic causes or organizations
Timeline
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Managing Director, BNY Mellon
Managing Director - Global Head of Client Onboarding for Global Markets 2017 - Present
Managing Director - Global Head of Client Service for Collateral Services 2015 - 2017
Director - CAO & Business Manager for APAC Collateral Services 2013 - 2015
Director - Regional Head of Client Service for APAC Collateral Services 2009 - 2013
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Vice President, Deutsche Bank AG
APAC Head of Client Service & Client Reporting for Prime Finance
Managed Asia team across 4 locations (HK, Singapore, Tokyo, and Australia). Restructured client service team in Asia to combine client service coverage of Equity Prime Brokerage and Synthetic Equities (OTC Swaps) to provide single point of contact coverage model to clients. Established new Client Service desk in India from scratch.
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Director - COO, CITIC Capital Markets Ltd.
Originated as part of business development team during setup stage. Accountable for establishing platforms for fund administration, operations, compliance, and risk management. Advised senior management and project managed transition of business strategies from traditional retail fund products to alternative investment fund products.
I always have passion of helping people. With the understanding of how financial markets work; I found the areas of collateral financing, prime brokerage and hedge funds are extremely interesting and also be able to help our clients succeed.
Who are your main influencers?
I have a lot of admiration for courageous women who have been relentlessly driving changes; such as Rosa Park, Ruth Bader Ginsburg and Michelle Obama. Their actions spoke the loudest of their beliefs and have set example for generations to come.
Describe your greatest accomplishment.
In 2013, as part of the passion to drive gender diversity, I have the opportunity to collaborate with three other banks and formed a network of financial institutions (SWIN) to drive that initiative. In a short two years, SWIN has grown to be a community of 16 companies which hosted many public and private events in training, promoting and sharing the gender diversity experience.
What are you working on right now?
Recently, I am learning everything about technology, from social media to coding to blockchain and machine learning; with the purpose of welcoming the appreciation of technology to improve lives and drive business success.
What are your long-term goals?
Substantiality - no matter in business or in humanity. I hope to mentor and coach the next generations and groom them to be responsible leaders for the future.
Find Me On
Proudest Accomplishment
Founder of the Singapore Women Initiative Network (SWIN) in 2013
Experience Highlights
The Bank of New York Mellon
Managing Director - Global Head of Client Onboarding for Global Markets
The Bank of New York Mellon
Managing Director - Global Head of Client Service for Collateral Services
CITIC Capital Markets Limited
Director - Chief Operating Office
Deutsche Bank AG
Vice President - APAC Head of Client Service & Client Reporting for Prime Finance
Education Highlights
University of Hawaii at Monoa
Bachelor of Business Administration - Accounting & Travel Industry Management
