Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
LANGUAGES
LINKS
Timeline
Generic

Jason Li

Markham,Canada

Summary

Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Manager, Product Control

RBC Capital Markets
07.2023 - Current
  • Created P&L reports to enhance financial transparency
  • Streamlined reporting, aiding quick decisions
  • Conducted variance analysis for key strategies

Trilingual Investment Services Representative

RBC Direct Investing Inc.
11.2022 - 07.2023
  • Advised clients on trades, enhancing satisfaction
  • Supported clients with product execution
  • Improved client satisfaction via timely responses

Associate Director, Relationship Manager

Standard Chartered Bank (HK) Ltd
04.2020 - 06.2022
  • Cultivated strategic partnerships with global corporations with product scope including Banking, Payments, Markets, Asset Management, Credit, DCM, FX, Rates.
  • Secured mandates with HK Government bodies and collaborated RFP submitting to HK Government bodies and blue-chip conglomerates
  • Assisted senior leadership in managing all aspects of operations.
  • Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
  • Analyzed market conditions for growth opportunities
  • Fostered teamwork among cross-functional departments
  • Cultivated strategic partnerships with global corporations, resulting in enhanced client engagement and a broadened service portfolio.
  • Analyzed market conditions to identify growth opportunities, leading to the successful launch of two innovative financial products.
  • Exceeded annual revenue target of USD11mm

Associate, Assistant Relationship Manager

Standard Chartered Bank (HK) Ltd
01.2017 - 04.2020
  • Managed Bank and Broker Dealers portfolios, such as Morgan Stanley, Goldman Sachs, RBC and Interactive Brokers, securing financing, enhancing client service, with product scope including Banking, Payments, Markets, Asset Management, Credit, DCM, FX, Rates.
  • Facilitated equity transfer with liquidity support, optimizing client management.
  • Liaised with internal teams such as operations, treasury, and legal departments to ensure seamless execution of transactions on behalf of clients.
  • Delivered custodian and correspondent banking services, improving team efficiency.
  • Implemented process boosting productivity, fostering strong team relationships.
  • Expert in SWIFT messaging, strengthening client payment solutions.
  • Developed a new tracking system for project milestones, ensuring timely updates and improved stakeholder communication.
  • Maintained accurate records and documentation to support compliance and audit readiness, enhancing corporate governance, smoothing the account opening process
  • Negotiated and executed ISDA, GMSLA, GMRA with clients
  • Maintained internal report to keep tracking of client's revenue
  • Exceeded annual revenue target of USD10mm

Premier Service Manager

Standard Chartered Bank
12.2013 - 12.2016
  • Managed HK public sector and blue-chip client services, enhancing client satisfaction.
  • Provided expert trade and cash transaction advice, improving operational efficiency.
  • Served as main client liaison, ensuring seamless communication and service delivery.


Education

Bachelor of Social Science - European Studies, German

Hong Kong Baptist University
12.2010

Skills

  • Client Relationship Management
  • Financial Analysis
  • Credit Analysis
  • Regulatory Compliance
  • Pitch Book Preparation
  • Team Collaboration
  • Ad Hoc Analysis
  • Cross-Functional Coordination
  • Client Relations
  • Customer service
  • Time management
  • Verbal and written communication
  • Complex Problem-solving
  • Staff training and development
  • Documentation and reporting
  • Relationship building
  • Cross-functional teamwork
  • Project planning
  • Project management
  • Customer relationship management (CRM)

Accomplishments

  • Orchestrated HK$4 billion sustainability-linked loan as Global Coordinators and Sustainability Structuring Banks of the Loan Syndicate
  • Secured Payment Solution Mandate with statutory bodies of HK Government
  • Completed the issuance of Green Bond for HK International Airport as Joint Global Coordinators and Joint Bookrunners
  • Streamlined account opening process during COVID period
  • Led in the project in designing Intraday Facility Allocation system
  • Facilitated liquidity of USD10bn for the settlement of securities
  • Exceeded Annual Revenue Budgets : ~USD10mm

Certification

  • Canadian Securities Course - Feb 2023
  • Conduct and Practices Handbook Course - Mar 2023

LANGUAGES

English (Native)
Cantonese (Native)
Mandarin (Native)
German (Native)

LINKS

LinkedIn: www.linkedin.com/in/jasonlikw

Timeline

Manager, Product Control

RBC Capital Markets
07.2023 - Current

Trilingual Investment Services Representative

RBC Direct Investing Inc.
11.2022 - 07.2023

Associate Director, Relationship Manager

Standard Chartered Bank (HK) Ltd
04.2020 - 06.2022

Associate, Assistant Relationship Manager

Standard Chartered Bank (HK) Ltd
01.2017 - 04.2020

Premier Service Manager

Standard Chartered Bank
12.2013 - 12.2016

Bachelor of Social Science - European Studies, German

Hong Kong Baptist University

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