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Client Name
Mob: 0413 123 456 │email: client@home.com │LinkedIn: public.clientname.com
EXECUTIVE DIRECTOR ► COO ► VICE PRESIDENT ► PROGRAM MANAGER
Transformational executive with a progressive career spanning 15 years’ leading key portfolios for domestic and international
blue chip companies. Proven track record providing the vision and quality execution underpinning consistently strong profit
growth in highly competitive markets. Reputation for innovation, capitalising on emerging trends and turning around
underperforming business units to deliver exceptional results that set operational records several years running.
VALUES STRENGTHS INTERESTS
Delivered direct savings USD $0.75m, scalability gains in excess of 100% using baseline FTE and T2M gains of up to 75%.
Implemented a foreign exchange booking system that allows deals to be managed through a more sophisticated
pipeline into the markets desk, leading to enhanced revenue opportunities in excess of USD $3m per annum.
Implemented Six Sigma cost reduction and capacity expansion programs that led to savings of more than
USD $2 million annually and improvements of up to 75% in time to market timeframes.
Negotiated several major outsourcing agreements and implemented imaging workflow across six of the
Bank’s core product processes, leading to a total of USD $0.7 million in efficiency gains per annum.
Project managed a strategic review of the Corporate and Institutional Banking business and implemented
recommendations that lead to USD $0.6 million in added sales capacity.
HSBC Fund Services (Korea) May 09 – present
Invited to take up stewardship of an iconic regional fund management portfolio in Seoul, South Korea.
CHIEF OPERATING OFFICER / EXCECUTIVE DIRECTOR
Reported to the Head of HSBC Fund Services and given the mandate to deliver a flexible and functionally capable shared
services and operational support platform to support all fund operations.
• Functional responsibilities encompassed strategic planning, service delivery, operations management, staff management,
risk management, financial management, human resources, information technology, corporate governance, compliance,
program management, project management, change management
• Senior executive roles
• Operational & change management
• CRM solutions & global resourcing
• Delivery channel management
• Call centre operations
• Retail banking & securities
• Six Sigma Champion
• Led large, multi-disciplinary teams
• Over 15 years work experience
SELECTED HIGHLIGHTS
• Service excellence
• Good governance
• Quality execution
• Results focused
• Bringing out the best in people
• Polished influencer & negotiator
• Cricket
• Music & art
• Rugby League
PROFESSIONAL EXPERIENCE

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• Led a multi-disciplinary team at the senior management level, including authoring the business plan, communicating the
plan to the team, determining priorities, setting team goals, allocating resources, monitoring day to day work activities and
authoring management reports.
• Deeply involved in various business transformation programs, with a focus on organisational design and process
optimization.
• Oversaw the development of strategic and operational plans, developed budgets to support operational activities and
managed all finance functions, including high level budgeting and forecasting.
• Developed and managed the operational risk management framework, with a focus on monitoring business-as-usual key
risk indicators across several business units.
• Steered IT functions, including knowledge management, technology development, customer relationship management,
business continuity, software development, disaster recovery planning and security
• Developed business cases supporting capital expenditure for technology upgrades to improve customer service, meet
service level agreements and mitigate the risk of system failure.
• Led a specialist team that successfully steered the business through a period of significant change to deliver a much-
improved framework for meeting broader business goals.
• As a member of the management team, set about overhauling business operating procedures from the ground up. Lobbied
for resources, sold the vision to staff and developed improved reporting systems to enhance accountability.
• Steered leadership development programs, training roadmaps, strategic recruitment, capacity management and market
analysis.
• Oversaw management information for global, regional and local reporting against regulatory commitments, balance sheet
management and operational performance metrics.
HSBC Securities Services / HSBC Fund Services Oct 07 – May 09
Joined an organisation providing end-to-end securities services, including fund administration, global custody, sub-custody
settlement, corporate trust and loan agency.
SENIOR VICE PRESIDENT / NON-EXECUTIVE DIRECTOR FUND SERVICES
Entrusted with the charter to manage all functional business support capabilities across the Sub-Custody & Clearing,
Trustee/Custodial services and fund administration business units.
• Acted as the defacto Chief Operating Officer.
• Responsibilities included business planning, risk and compliance programs, project management, people capital, finance
and accounting, technology management, policy development, infrastructure management, stakeholder management,
information technology, marketing and corporate governance.
• Inherited a portfolio with an inefficient organisational structure, inadequate formal reporting mechanisms and poor internal
communication.
• Revitalised the portfolio by overhauling internal operations and reporting processes to reduce costs, minimise administrative
burdens and improve transparency.
• Worked closely with business unit heads to formulate business capability strategy, area operating plans and technology
plans.
• Developed a practical risk management framework that allowed line managers to identify risk factors and implement
mitigation strategies early in the risk management lifecycle.
• Acted as a Program Manager and Portfolio Manager for technology investments, process and operational reviews, and
Bank wide transformation initiatives. Commissioned a range of projects aimed at reducing costs, improving staff skills,
researching stakeholder needs and overhauling customer relationship management systems.
• Delivered direct savings USD $0.75m, scalability gains in excess of 100% using baseline FTE and T2M gains of up to 75%.