Shirley Yip

Team Head & Senior Manager, Change Delivery (Wealth Management) @ Dah Sing Bank

About

As Team Head and Senior Manager, Change Delivery (Wealth Management) at Dah Sing Bank, I bring over three years of experience in managing wealth management projects and delivering change initiatives. My role focuses on overseeing project management, investment product development, and regulatory compliance to enhance client engagement and drive business growth. With extensive experience in financial services, I have contributed to strategic planning, budgeting, and forecasting for wealth management solutions. My professional journey reflects a commitment to enabling seamless change delivery and fostering investment innovation within the banking sector.

Country

City

Hong Kong SAR

Industry

Banking

Skill

Planning Budgeting & Forecasting, Investment Banking, ChatGPT, Timelines, Monitoring Performance, Product Innovation, Sales and Marketing, Team Facilitation, Share Trading, Business Requirements, Product Design, Project Teams, Operational Efficiency, Consulting, Microsoft Teams, Policies & Procedures Development, Revenue Analysis, Business Planning, Chinese, Web Project Management

Experience

Team Head & Senior Manager, Change Delivery (Wealth Management)

Dah Sing Bank

2022-11 - Present · 3 yrs 11 mos

Hong Kong SAR

• Led wealth management projects from design to implementation, ensuring alignment of IT resources with business priorities. • Delivered key enhancements including workflow automation and tax treaty improvements to optimize processes. • Recognized with the Star Award for the successful launch of the Core Banking System and received a Spot Award for Wealth Management Connect 2.0.

Manager, FX Products

Standard Chartered

2020-10 - 2022-11 · 2 yrs 2 mos

Hong Kong SAR

• Launched FX campaigns that significantly boosted active client engagement and revenue generation. • Managed the profitability of securities products while ensuring compliance and high levels of client satisfaction. • Conducted thorough competitor analysis and initiated cross-departmental projects to enhance market positioning.

Manager, Securities Products

Standard Chartered

2016-4 - 2020-10 · 4 yrs 7 mos

Hong Kong SAR

Associate Director, Retail Trading

BOCI

2010-5 - 2015-12 · 5 yrs 8 mos

Hong Kong SAR

• Spearheaded the development of China Stock Connect and CNY Equities Trading Services at BOCI. • Managed and nurtured institutional client relationships to ensure regulatory compliance. • Delivered tailored trading solutions that met the unique needs of clients in a dynamic market.

Dealer

Celestial Asia Securities Holdings

2007-5 - 2010-5 · 3 yrs 1 mo

Hong Kong SAR

• Executed trades in HK securities, futures, indices, and options for retail customers, ensuring compliance with market regulations. • Managed transaction reconciliation and prepared daily reports for senior management to facilitate informed decision-making. • Developed strong analytical skills and attention to detail while navigating fast-paced trading environments.