Wong, Chi Tat Alfy 黃智達

Alfy is an intellectually curious and passionate individual aspiring to take on new challenges and becoming a proven leader. He has a successful track record of managing global scale initiatives, often representing Asia in a complex global organization set up. He has substantial experience in business strategy and facilitating business planning and decision making with senior management regionally and globally. Political attuned, he’s adapted to various organizational setups and able to manage stakeholders for the common interests. 


Having started his career in operations and later in business strategy, he offers the unique capability of being innovative but pragmatic in thinking through situations throughout the business value chain. A proven change manager, Alfy, has led multiple transformation projects to improve organizational and operational efficiency. 


He is aspired to become a leader in business and use his knowledge and skills in general management. Alfy is also active and passionate in participating and organizing volunteering events within and outside his work.

Taipei City, TW
[email protected]

Work Experience

VP/ Director, Alliance Bernstein, Jan 2019 – Present (Hong Kong & Taipei)

Business strategy 

  •  Led Business Transformation efforts in Asia (HK, TW, JP, AU, KR, SEA, CN) to modernize the distribution (sales) model and capabilities, leveraging on data and technology, with the objective to grow revenue, improve customer experience and to gain operational efficiency
  • Led effort to discover new ideas & opportunities with new ventures such as fintech companies for collaboration
  • Explore commercial opportunities such as challenger (digital) banks in Asia
  • Work with fintech companies to improve client expriences
  • Involved in industry fintech association as working members to drive industry innovations
Project management and execution
  • Initiated projects to further leverage data and technology in enhancing business processes and models, such as successfully launched an Asia retail sales dashboard application on iPad, led a PoC solution for AML/KYC, client due diligence & on-boarding process 
  • Represented Asia on global product chatbot PoC testing and product design
Diversity and inclusion efforts 

  • Served as a committee member to champion company’s Diversity & Inclusion effort and successfully organized the first LGBT+ event company wide for Hong Kong
  • Served on Hong Kong community services group to arrange volunteering events for employees (such as Redress, Food Angel, and more)

VP, Business Manager, Allianz Global Investors, Apr 2016  - Nov 2018 (Hong Kong)

Business Strategy & management

  • Designed and implemented the Asia sales organization restructuring to identify levers to reduce complexity and cost within the operating model and thereby driving further synergy, transparency and efficiency in the sales process
  • Define short and long term goals and directions with senior management (Asia Pacific Executive Committees) by drafting management offsite material and facilitating the meeting such as competitive and market analysis
  • Articulate the Asia Pacific’s agenda and goals to garner firm’s support globally
  • Identify opportunities through market and competitive intelligence and work with stakeholders to implement relevant strategies to capture the respective opportunities 


Sales planning and operations

  • Launched the key account management process with sales for key institutional clients across Asia to strategize and prioritize the regional effort and resources
  • Designed and established an agile virtual team across functions to centralize the institutional accounts on-boarding effort • Identified and facilitated sales training for key market insight topics (e.g. ESG impact investing, Alternatives investments, Artificial Intelligence in Investment, etc) • Produced a streamlined visitors calendar process to better leverage our global fund manager’s resources during their Asia visits
  • Monitor Salesforce key client meetings to derive insight for follow up actions such as target marketing, client training/seminars, and identify potential at-risk accounts


Project management and execution

  • Represented Asia in global change management program (back office provider consolidation) to drive operational efficiency including designing global operating model, org. optimization, vendor selection, commercial fee negotiation
  • Successfully led the implementation of the first RPA (robotics process automation) proof-of-concept and pilot launch with the account statement inquiry process
  • Led operational design and implemented the new fund structure to comply with the new pension scheme regulation: MPFA’s DIS rules

Senior Operations Manager, Manulife, Jun 2014 - Mar 2016 (Hong Kong)

Change management & operation set-up 

  • Set up and managed the new vendor management function within operations, including defining KPIs, refining SLAs and led the on-going monitoring mechanism such as service review meeting
  • Led initial due diligence on new custodian appointment and the commericial fee negotiation
  • Represented Asia on a global operation process streaming project
  • Participated for Asia the investment accounting IT platform change decision
  • Streamlined the corporate action process with our offshore team, ensuring proxy voting process was in compliant with SRI rules 


Operations management

  • Served as an escalation point for service provider issues 
  • Rotated and supervised the investment operation teams including – Trade Management, Cash Management, Corporate Actions, Securities Pricing functions
  • Represented as process gate-keeper for the investment operations team during new client on-boarding
  • Served as the Secretary of the investment valuation committee, responsible for ensuring fair valuation of securities within managed portfolios
  • Led investment operations team through internal audit (in preparation for SFC audit) by articulated and demonstrated in detail of operating framework and control practices

Operations Manager, HSBC, Apr 2011 - Jun 2014 (Hong Kong)

Process & team migration

  • In-charged of re-engineering and change management projects in cash and custody product 
  • Led offshoring outsourcing project to Malaysia CoE in custody & treasury operations environment including procedure set up, hiring and training teams and maintaining BAU stability
  • Served as acting control manager for migrated in-sourced functions (Payments, funding, cash account monitoring, etc) 
Client services & operations management
  • Acted as subject matter expert for client solutions and RFP’s • Led a virtual team of indirect reports of 35+ people in Kuala Lumpur servicing center & direct reports of 5 locally
  • Conducted team training, mentoring and one-to-one appraisal review

Associate, State Street, Apr 2011 - Jun 2014 (USA)

Operations

  • Conducted client on-boarding testing valuations of derivatives instruments
  • Fulfilled ad-hoc client's reporting requests and inquiries
  • Instructed money market trades and provided cash projections to ensure fund overnight solvency
  • Assisted in the year-end fund financial reporting
  • Reconciled client’s accounting record versus custody record

Education

California State University, Sacramento, Master of Science (MS), Accountancy, 2010 ~ 2011

California State University, Sacramento, Bachelor of Science (BS), Finance, 2006 ~ 2008


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