Management 管理层
Patrick K. C. Lee, Director 李启全先生, 董事
- MBA holder, associate member of the London Institute of Banking and Finance (previously known as the Chartered Institute of Bankers).
- Seasoned banker with more than 30 years experience in commercial/ institutional banking with various international/regional banks,
- Expertise covering risk management, credit approval, relationship management/ marketing and bills operations of commercial lending, commodity & structured trade finance, factoring and forfaiting.
- Holder of ESG Reporting Certificate awarded by The Hong Kong Chartered Governance Institute ("HKCGI CERT: ESG")
- Individual agent licence holder of general & long term insurance (including investment linked insurance), and registered MPF intermediary.
- Also holder of Associate Estate Planning Practitioner (AEPP®) professional qualification.
- 持有MBA学位,伦敦银行与金融学院(前身为英国特许银行家协会)准会员。
- 经验丰富的银行家,在多家国际/地区银行的商业/机构银行业务方面拥有超过 30 年的经验,
- 专业知识涵盖商业贷款、商品和结构性贸易融资、保理和福费廷的风险管理、信贷审批、客户关系管理/行销 和出入口押汇业务。
- 持有香港特许公司治理学会颁发的ESG报告证书(“HKCGI CERT:ESG”)
- 一般及长期保险(含投资连结保险)个人代理人牌照持有者,及注册强积金附属中介人。
- 亦持有家族财富传承师(AEPP®)专业资格.
Stanley W.H. Chiu, Director 赵永康先生, 董事
- Associate member of the London Institute of Banking and Finance,
- Ex-banker with more than 35 years experience in senior positions covering risk management, relationship management, marketing, trade finance training, and bills operation.
- Expertise in Structured/Commodity Trade Finance business in different international and regional banks across Europe and Asia.
- Successfully constructed and maintained win-win scenario for the banks and the clients during good and difficult years.
- Holder of ESG Reporting Certificate awarded by The Hong Kong Chartered Governance Institute ("HKCGI CERT: ESG")
- 伦敦银行与金融学院准会员,
- 前银行家,拥有超过 35 年的高阶职位经验,涵盖风险管理、客户关系管理、行销、贸易融资培训和出入口押汇业务
- 拥有欧洲和亚洲不同国际和地区银行结构性/大宗商品贸易融资业务的专业知识。
- 过去多年包括困难时期,成功构建并维护银行与客户的双赢局面。
- 持有香港特许公司治理学会颁发的ESG报告证书(“HKCGI CERT:ESG”)