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Summary

An accomplished Group Managing Director with over 30 years of experience leading transformative strategies to enhance organisational effectiveness across global financial institutions.  Recognised as a trusted advisor at the highest echelons of the Bank of China and instrumental in shaping HSBC's global strategies, I consistently deliver compelling commercial results.

My expertise lies in crafting and executing high-impact strategies to drive organisational development.  Notably, I have spearheaded initiatives, transforming training and talent development at BOC and successfully realigning HSBC's risk culture to meet stringent US regulations.  Moreover, my leadership in key global HR transformation programmes significantly enhanced service standards and yielded annual savings exceeding $100 million. Leveraging a decade-long immersion in China and extensive global expertise, I ensure that international organisational development strategies are both pragmatic and tailored to diverse cultural needs.

Committed to continuous learning, I actively harness contemporary best practices to drive strategic transformations in today's ever-evolving commercial landscape. My leadership ethos, anchored in accountability, courage, trust, integrity and continuous improvement, has consistently guided these initiatives.

Work Experience

Bank of China, Shanghai, China

2016-042024-02

Group Managing Director BOC Learning Institute

  • Spearheaded the establishment of the Shanghai Learning Institute at the Bank of China, collaborating closely with senior leadership to modernise the bank's professional training approach.
  • Collaborated directly with the Chairman and senior leadership to implement the first-ever group-wide deployment of training, enhancing leadership effectiveness and professional banking capabilities. This initiative trained over 100,000 leaders in 5 years and 30,000 professional employees in 2023.
  • Successfully delivered over 130 comprehensive curricula training programmes in 2023, benefiting circa 26,000 employees and driving substantial revenue growth across Corporate Finance, Wealth, Private Banking, Financial Technology, and Green Finance. Achieved business and learner recommendation scores over 90%.
  • Hosted annual visits for senior government ministers from Belt and Road countries, showcasing Chinese culture and business practices, bolstering the Bank of China's business development endevours.
  • Conducted extensive training of  BOC's provincial government and private banking customers, boosting cross-sales, investment, and deposits.
  • Acknowledged as a leader in training and talent development by Party audits, solidifying BOC Learning Institute's reputation in the industry.

HSBC, London, UK

2014-062016-02

Chief Learning Officer - Federal Reserve Board (FRB) Remediation Role

  • Directed the global Financial Crime learning and culture transformation programme for 150,000+ employees,  ensuring strict compliance with highest standard jurisdiction (typically US) regulatory requirements.
  • Collaborated with key stakeholders to develop role-specific learning modules and consequence management protocols, aligning weekly with the FRB Monitor on cultural and professional risk capability standards.
  • Revamped learning curricula, emphasising business-specific outcomes for pivotal roles, including Relationship Managers, Corporate Relationship Managers, Branch Managers, and Risk Managers.
  • Achieved the milestone of over 1 million days of learning in 2015, encompassing induction, role-based learning, leadership, culture, and risk training for employees.

HSBC, London, UK

2012-072014-06

Group Co-Head Learning, Talent & Organisational Development

  • Oversaw HSBC's group-wide culture and values  programme, impacting 250,000+ employees globally across all business lines, functions, and geographies.
  • Led a transformative learning strategy, optimising learning channels by outsourcing in four major markets, resulting in an annual cost-saving of approximately $35 million.
  • Introduced globally consistent role-curricula aligning with key business strategies, covering 80% of all critical roles by 2016 enhancing professional competence.
  • Optimised  geographic recruitment processes, slashing the average time-to-contract to just 28 days, streamlining and expediting talent acquisition.

HSBC, London, UK

2010-042012-07

Head of Learning, Talent, Organisational Development & Resourcing for EMEA

  • Led a global recruitment transformation, standardising processes and technology, saving $40 million and reducing the group-wide average time-to-contract from 55 to 36 days.
  • Formulated the UK People Strategy, emphasising critical role training and talent development. Successfully launched HSBC Values regionally, fostering an environment of ethical decision-making.
  • Developed and executed a localisation strategy in the Middle East, resulting in the groundbreaking appointment of the first non-western regional CEO and renewing the focus on talent management  and development for local employees.

HSBC, London, UK

2008-102010-04

Head of HR Transformation, Resourcing & Diversity

  • Led the comprehensive transformation of the UK HR function, aligning it seamlessly with the Group's standardised HR operating model and contributed as a key member of the global design committee.
  • Successfully implemented the HR business partner model, specialist development function, and strategic offshoring initiatives, generating an annual cost-saving of approximately $42 million. Realigned HR resource allocation to better support business strategy and thereby enhanced the overall business leaders’ experience of HR service.
  • Established and standardised HR operating processes, ensuring cross-organisational consistency and efficiency.

HSBC, London, UK

2005-112008-10

Head of Recruitment, Talent & Diversity

  • Centralised and streamlined the recruitment function of the UK Bank, achieving a 50% reduction in hiring costs over two years and achieving 100% fulfillment for volume, graduate, and revenue-generating roles.
  • Established a robust in-house recruitment capability and implemented passive sourcing strategies for pivotal revenue-generating positions, ensuring a consistently diverse pipeline of top-tier talent acquisition.

HSBC, London, UK

2002-102005-10

Group Head of HR Strategy & Research

  • Formulated HSBC's first ever group-wide talent identification and succession strategy, collaborated with  specialist heads to refine and execute effective talent identification and development approaches.
  • Orchestrated HSBC's inaugural global employee engagement survey, facilitating actionable planning sessions with CEOs to drive implementation and enhance employee satisfaction.
  • Constructed and deployed HSBC's global leadership capability frameworks, providing a standardised method for talent assessment and leadership development across the organisation.

HSBC, Hong Kong, China

2000-102002-10

Senior Manager Organisational Development

  • Led Organisational Development efforts across diverse countries, including Australia, Hong Kong, India, Malaysia, Singapore, Indonesia, and Bangladesh. Implemented best-practice recruitment, talent identification, and promotion strategies, effectively supporting robust succession planning in the Asia Pacific region.
  • Collaborated with country senior leadership teams to develop performance scorecards and implement new performance management practices, driving ROI and fostering a customer-centric culture.
  • Pioneered development centres to support the identification and development of  international talent.

Kiddy & Partners, London, UK

1998-062000-09

Senior Consultant

  • Provided executive assessment and coaching services, establishing a market-leading executive assessment approach.

Personnel Decisions, London, UK

1995-081998-06

Senior Consultant

  • Led a consulting team as the practice leader for leadership and professional competencies in Europe. Conducted comprehensive 1:1 assessments, coached leadership talent, and designed assessment centres across Europe, Russia, and the USA, delivering tailored solutions aligned with business strategies.

Ryder Marsh Ltd, Manchester, UK

1993-021995-08

Director and Consultant

  • Provided expert training, assessment, coaching and behavior safety services to the pharmaceutical, construction and energy sectors.

Self Employed, Chester, UK

1991-101993-02

Self- Employed

  • Established and operated a successful consultancy specialising in training, assessment, and behavioural safety.

University of Manchester Institute of Science & Technology (UMIST), Manchester, UK

1988-101991-10

Temporary Lecturer

  • Delivered engaging lectures on applied statistics, assessment, and culture change in the field of Occupational Psychology.

Education

Ashridge - Hult Business School

2023-10Current

MSc. Executive Coaching

Board-level, Senior Executive & Coaching across cultures. Focus on human-centred coaching approaches.

British Psychological Society

1988-101991-10

Chartered Occupational Psychologist AFBPsS

Supervised business practice.

University of Hull

1987-091988-09

MSc. Occupational Psychology

University of Bolton

1984-091987-06

BSc. Psychology 2.1

Interests

  • Martial Arts (Kickboxing, BJJ & Muay Thai)
  • Landscape Photography
  • Hill Walking
  • Chess

Languages

  • English (Fluent)
  • Chinese (Basic conversational)
  • French (Basic)
  • German (Basic)