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)
Taipei, Taiwan
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)
Taipei, Taiwan
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
Taipei, Taiwan
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
Taipei, Taiwan
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
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
<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC
Secretary General & Head of Brussels Office at EuroTech Universities AllianceSecretary General & Head of Brussels Office at EuroTech Universities Alliance