Helen Wan

• Acquire new accounts and oversee end to end onboarding process for daily referrals from business partners; also prepare reports for partner performance and referral incentives • Lead discussion on behalf of bank with business partners on joint promotion terms and referral workflow to ensure quality referrals and volume to meet yearly target • Perform full KYC and onboarding due diligence from client meetings, documentation, screening, structure unwrapping, business proof verification to SOW corroboration etc. • Organise trainings on policy and procedure update to new joiners and within team • Successfully co-organised a client event with over 60 participants, closely collaborated with external partner on the audience invitation, agenda setting, venue and speaker selection • Acted as guest speaker in external seminar to promote DBS SME proposition

• Process enhancement for employee journey in new lending program; organised RM training for program launch and provide user requirement for ongoing system enhancement • Stakeholder management including RM, Credit and Operation in workflow streamlining • MI reporting for quarterly management review; reporting on RM pipeline • Assisted in lending program annual review and system UAT testing

• Managed a portfolio of over 100 customers and opened new accounts • Conducted credit review for loan size between HKD10M-45M • Deepened wallet share of existing portfolio with cash management solutions

• On-boarded 600+ business customers with high standard KYC/CDD • Carried out existing accounts review and maintenance upon request • Cross-selling insurance and investment, instalment loans, credit cards