Phoenix Cheung
About Phoenix Cheung
Phoenix Cheung is a Senior Wealth Sales Process Manager at HSBC, where he has worked since 2020. He focuses on improving sales processes through customer feedback and leads initiatives to enhance global customer connectivity.
Current Role at HSBC
Phoenix Cheung serves as the Senior Wealth Sales Process Manager at HSBC, a position held since 2020. In this role, Cheung focuses on improving sales processes by utilizing customer feedback gathered from frontline interactions. This approach aims to enhance customer experience while maintaining sales efficiency. Cheung also leads cross-border initiatives that promote global customer connectivity, ensuring that HSBC meets the diverse needs of its clientele.
Previous Experience at HSBC
Prior to the current role, Phoenix Cheung worked at HSBC as the Manager Branch Wealth Risk for a period of seven months in 2020. Additionally, Cheung held the position of Branch FC Assurance Manager from 2016 to 2019, accumulating three years of experience in this capacity. These roles contributed to Cheung's understanding of wealth management and risk assessment within the banking sector.
Experience at Standard Chartered Bank
Phoenix Cheung began their career in the banking industry at Standard Chartered Bank, where they worked as a Sales Consultant from 2006 to 2008. This two-year experience provided foundational skills in sales and customer service, which have been instrumental in Cheung's subsequent roles in wealth management and sales process improvement.
Education and Expertise
Phoenix Cheung earned a Bachelor of Business Administration (BBA) degree in Finance from City University of Hong Kong. This educational background has equipped Cheung with the necessary knowledge and skills to navigate the complexities of wealth management and financial services, contributing to effective decision-making in current and previous roles.
Focus on Customer Experience and Compliance
In the role of Senior Wealth Sales Process Manager, Phoenix Cheung emphasizes the importance of balancing regulatory requirements with customer experience. This focus ensures that HSBC not only adheres to necessary compliance standards but also enhances sales efficiency, ultimately benefiting both the organization and its customers.