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Joseph Cho.jpg


Senior Advisor

Executive Summary

  • 20+ years as senior executive in the retail banking and wealth management industry supported by strong track records in driving successful changes, building sustainable growth and delivering respectable financial results

  • Strong in Organizational Development and build up business models

  • Working experience with Bank of China HK, Hang Seng Bank, China CITIC International Bank, DBS, HSBC, Standard Chartered Bank and Chase Manhattan Bank

  • 2+ years of management consultancy

  • Other pro bona consultancy to HKSAR and public services

Relevant Expertise

  • Well rounded experience on strategies, planning, marketing, product management, sales management, customer management, operation & logistic management, IT system development, service quality management, staff development, organization and business transformation

  • Management consultancy in setting up Wealth Management business, Insurance brokerage business revamp, new business models

  • Experience in managing and running assessment/development  centres including certification in using various assessment tools (e.g. SHL, MBTI, DiSC, Hogan) and personal development plan coaching

  • Experience in training and development with ASTD award

Education & Qualifications

  • Doctor of Professional Studies, Middlesex University, UK

  • Master of Science, Manchester University, UK

  • Graduate Diploma in Management Consultancy and Change, Hong Kong University

  • Certified Financial Management Planner, Hong Kong Institute of Bankers

  • Fellow Life Management Institute, LOMA

  • Chartered Insurance Agency Manager, LIMRA

  • Certified Manager of Financial Advisors, LIMRA

  • Certified Action Learning Coach, World Institute of Action Learning

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