Kelvin Chung

• Built an elite banker team with 12 bankers in 12 months with insurance and investment experiences
• Leverage on BOC wide range of consumer and commercial banking services to provide one-stop financial services to target customers
• Production started in Aug 2024 with average monthly AFYC $30,000 (7 licensed in Aug)
• Launched team website and started ready to start high profile recruitment in Q4 2024

Head of distribution management, alternate channel since May 2019 to Dec 2019

• Evaluated the overall distribution effectiveness among the group companies and identified the following: - Low cross-sell ratio, Overlapping distributions, Huge opportunity to untapped the existing customers with AUM > US$1Mil
• Proposed to setup an in-house salaried sales team to tap into these customers with product cross-sold

Managing Director, Perform Financial Planning Services Ltd (subsidiary of Convoy Global Holdings) since Jan 2020

• In-house salaried sales team targeting the group’s existing HNW customer with all existing products
• Developed and implemented the overall business strategies, including, development of branding & marketing strategies, recruited a team with over 20 experienced relationship managers, inhouse developed a proprietary financial planning tool

Chief business officer & ROs of the following licensed corporations since 2020

• OnePlatform Wealth Management Limited
• OnePlatform Asset Management Limited Group (OAM - licensed 1 & 4, and applying license 9) responsible for:
• Drive initiative leverage on existing operations to build unique services & product platform targeting local insurance brokers, financial institutions
• Manage the entire business operations to ensure the compliance of all regulatory requirements and regulations, and onboarding of various product providers (insurers and fund houses)

Broad of director since Jan 2021

• To oversee the overall group business and decide critical decision

• Key account manager to service Prudential’s Bancassurance business partner – Standard Chartered Bank
• Manage the migration of Prudential sales team with Standard Chartered Bank in-house insurance sales team
• Developed strategies to ensure the smoothness of the migration and minimize the business impacts
• Internal and external stakeholders’ management to ensure effective communication among Standard Chartered bank branch sales to Hong Kong CEO and internal regional management team
• Built up a team of business development managers and a centralized insurance case management team to strengthen support to Standard Chartered sales team, while same time to promote Prudential’s insurance products through day-to-day interactions
• Acting Chief Partnership Distribution Officer from Apr to Dec 2018

• Western Union Business solutions was providing FX hedging services to HK SME to mitigate the trading settlement risk
• Successfully obtained the SFC option trading license and acted as the RO for HK operations
• Reorganized the operations to achieve cost rationalization, improve topline performance, further improve margin by introducing option trading
• Built up new corporate sales team to aggressive acquire SME to mid-cap corporate customers with higher ticket size
• Diversified the business portfolio from heavily relied on RMB focused business to SME trading with other countries
• Act as FI sales to negotiate service outsourcing to PRC banks in Shenzhen

• Leading the entire distribution network, including 33 branches with over 300 staff
• Primarily responsible for the sales P&L and over seeing the branch sales, services, and operations
• Facilitate the head of consumer banking to negotiate the bancassurance partnership deal with Aviva and Manulife
• Built up the bancassurance sales team with multiple reporting lines
• Manage direct sales team to acquire mass customer as pipeline for Treasure priority customers (AUM threshold > HK$0.5Mil)
• Formulated strategies and operating model to systematically convert the mass affluent customers (AUM threshold >US$1Mil) to Treasure Private Client services
• Official spokesman for the bank

• Manage Kowloon Central, Kowloon South and Hong Kong Island East branch networks
• Size from 25 to 36 branches
• Elevated Kowloon Central Division from no.8 to no.1 ranked district in terms of revenue earning on investment and insurance sales in 1.5 year
• Introduced the mortgage sales centralization in Kowloon Central Division with the aim to optimize the sales headcount and productivity
• Mortgage sales headcount dropped from 35 to 22 while sales volume remained with significant improvement on application quality
• BOC has adopted the centralization model and rolled out in the entire branch network till today

• Manage NT division
• Reshuffle headcount to increase sales capacity and uplift overall sales performance
• Decentralized the bank’s mortgage sales team to branches leveraged on their local network with property agents and end-users

• DBS bank acquired Bowa bank in Taiwan
• Led the taking over and completed dual diligence of the distribution network with 500+ employees from Bowa bank
• Assigned as Head of Franchise & distribution responsible to implement the regional Treasure Priority Banking strategies with customization for the Taiwan market
• Successfully obtained Wealth Management license for DBS Bank Taiwan
• Built up a new management team with local expertise by target hiring from key competitors

District Head

• Sep 2006 to Sep 2007

Head of Mortgage & Direct Banking

• Jan 2003 to Sep 2006

VP, Distribution Management

• Oct 2002 to Jan 2003

Acting Head of Consumer Bank

• Sep 2001 to Oct 2002

Head of Sales & Distribution / Head of Consumer Finance

• Feb 2001 to Sep 2001

VP, Sales & Distribution

• Mar 1999 to Sep 2000

From Retail Managerial Officer trainee to Head of Priority Banking