Grace Wu
Taipei
Summary
Experienced project manager with over 15 years of leadership in wealth management, digital transformation, and cross-functional collaboration. Seeking to leverage my expertise in driving high-impact strategic initiatives, enhancing operational performance, and leading complex global projects to contribute to Binance's mission of shaping the future of the cryptocurrency industry.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Head of Wealth Management Projects, Processes and Operations
Standard Chartered Bank (SCB)
02.2023 - 08.2024
- Led the end-to-end Wealth Management (WM) processes, platforms, and projects, driving improvements in client experience and system efficiencies
- Collaborated with Finance, Analytics, and cross-functional teams to monitor P&L, KPIs, and identify growth opportunities
- Designed and implemented digital platforms and systems (Finantix/FDL/SA Gateway) to enhance client interactions and streamline processes
- Successfully managed compliance and regulatory updates across WM processes
- Facilitated the execution of system/RPA development projects (Agile/Waterfall) to improve operational efficiency
- Reduced TAT from T+2 to T for Banca Caring Call Procedure by streamlining cross-department collaboration
- Enhanced fixed income product revenue by designing and launching a BIP 1-6 dispensation process
- Digitized TCF Elderly (65+) Protection process and extended CIP for OBU clients
Head of Wealth Management Operations and Transformation
Standard Chartered Bank (SCB)
09.2020 - 02.2023
- Spearheaded SCB Taiwan’s largest WM system migration project (T24), improving backend systems and client service capabilities
- Led the COO Office transformation program, driving cultural and operational changes to accelerate digital initiatives
- Fostered cross-functional collaboration to optimize operations, achieve cost savings, and enhance scalability
- Managed risk, compliance, and governance frameworks to ensure smooth operations and timely project delivery
- Introduced AI Voice Bot technology, reducing manual calls by 75/month, significantly improving scalability and efficiency
- Delivered cost savings of USD 36K annually through process improvement initiatives
- Increased WM e-advice penetration by 25%, reducing costs and improving client engagement
Wealth Management Core System Upgrade and Project Manager
DBS Bank
09.2018 - 09.2020
- Led the first-ever, large-scale agile project for the WM Core System upgrade (USD 5.2M), enhancing digital capabilities and product offerings
- Managed a 100-person team through 140 user stories across 20 sprints to deliver successful system upgrades for the bank’s WM products
- Applied agile methodology to ensure continuous, effective collaboration with internal and group teams
- Achieved significant efficiency improvements, handling higher transaction volumes through STP process improvements
- Successfully launched new equity, bond, and fund modules, significantly improving product features and customer service
Standard Chartered Bank (SCB) and DBS Bank
01.2008 - 01.2018
- At DBS, onboarded third-party issuers, launched treasury products, and improved digital processes, driving client acquisition
- At Standard Chartered, led wealth lending and FX initiatives, launched successful campaigns, and facilitated system enhancements, boosting sales and team performance
- Onboarded 3rd party issuers, increasing issuers from 1 to 4 at DBS
- Developed SN price quoting process, securing best prices for clients
- Drove PI and FX leave order growth via targeted campaigns
- Launched Treasury Sales Recognition program at Standard Chartered
- Increased focus fund penetration from 20% to 40% in 1 month
- Achieved USD 11M in sales within 30 minutes for Alliance Funds
- Increased bond revenue 10x, growing on-shelf products from 5 to 50
Education
Bachelor of Commerce - Finance
Sauder School of Business
01.2007
Skills
- Strategic Leadership & Governance
- Cross-Functional Collaboration & Stakeholder Engagement
- Performance Management & Data Analytics
- Project & Change Management (Agile, Waterfall)
- Blockchain and Financial Services Knowledge
- Regulatory Compliance & Risk Management
- Process Optimization & Digital Transformation
Certification
- Project Management Professional (PMP)
- Bank Internal Control and Audit
- Trust Sales License
- The Senior Securities Specialist
- The Securities Investment Trust and Consulting Professionals
- Structured Products Certificate
- Life Insurance Sales License
- Financial Market General Knowledge and Business Morality
Additional Information
Strong background in driving organizational process improvements, managing high-priority projects, and leading teams across different functions to achieve business objectives. Adept at handling complex data insights and competitive analysis to guide decision-making and ensure business growth.
Awards
- SCB Global Innovative Solution Award(AI Delivery), 2022
- SCB Taiwan Performance Excellence & Valued Behavior Role Models, 2021
- SCB Global People Choice Award, 2021
- SCB Taiwan Performance Excellence & Valued Behavior Role Models, 2020
- Outstanding Contributor of the Year, Standard Chartered Bank, 2012
- Best Performer of the Year, Standard Chartered Bank, 2010
Timeline
Head of Wealth Management Projects, Processes and Operations
Standard Chartered Bank (SCB)
02.2023 - 08.2024
Head of Wealth Management Operations and Transformation
Standard Chartered Bank (SCB)
09.2020 - 02.2023
Wealth Management Core System Upgrade and Project Manager
DBS Bank
09.2018 - 09.2020
Standard Chartered Bank (SCB) and DBS Bank
01.2008 - 01.2018
- Project Management Professional (PMP)
- Bank Internal Control and Audit
- Trust Sales License
- The Senior Securities Specialist
- The Securities Investment Trust and Consulting Professionals
- Structured Products Certificate
- Life Insurance Sales License
- Financial Market General Knowledge and Business Morality
Bachelor of Commerce - Finance
Sauder School of Business
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