• Launched and successfully established the Shanghai Learning Institute in 2016, transforming Bank of China's learning approach and providing comprehensive curricula-based training programs for bank-wide business lines. Responsible for all professional training academies (Wealth, Private Banking, Corporate, Risk, Green Finance, Technology Finance etc.)
• Collaborated with business GMs to develop and implement learning strategies, focusing on key roles, learner centricity, interactive curricula, blended learning, and scalable training methods.
• Developed and executed 130 full curricula training programs in 2023, covering role, talent, customer, and strategic development, benefiting over 20,000 employees and supporting revenue generation and risk management.
• Worked with the Chairman and Party Committee to enhance leadership effectiveness, embed BOC values, build professional capability and  optimise virtual live training channels (over 100,000 leaders trained over 5 years, and 30,000 professional employees in 2023)
• Received international recognition for the quality of training through awards from Stevie, ATD, Brandon Hall, and Training Magazine in China.
• Implemented a rigorous talent assessment process to identify and fast-track young talent into senior managerial positions, utilizing benchmarked market assessments and performance data.
• Established partnerships with CEIBS (leadership) and Jiaotong (technology) to support research and training aligned with government policy.
• Hosted and trained senior government ministers from Belt and Road countries, showcasing Chinese culture, business practices, and supporting Bank of China's business development.
• Provided customer training to support BOC's customers, resulting in cross-sales and deposit uplift.
• Remodeled college facilities and services to create an international environment and enhance customer service, including the establishment of an innovation center, library, and flexible classroom space.
• Collaborated with Chinese provincial training centers to enhance their learning capability and provided training expertise to their teams.
• Achieved significant progress in training and learning approach, commended by the government and internal audits for comprehensive governance and "anti-corruption" controls.
• Coached senior Chinese executives working internationally.

• Led the global Financial Crime learning and culture transformation program, reporting directly to the Group Managing Director of Risk and Group Managing Director of HR, overseeing approximately 40 commitments to HSBC's Monitor and the Federal Reserve Board
• Developed and implemented a comprehensive role-based learning strategy for Financial Crime, ensuring compliance with regulatory requirements and embedding learning into a continuous professional development curriculum.
• Successfully delivered learning to 150,000 employees by February 2016, meeting program milestones and deadlines.
• Collaborated with key external/internal stakeholders to develop role-specific learning modules, ongoing professional assessments, consequence management protocols, and top-up learning initiatives.
• Liaised weekly with the FRB Monitor to ensure full alignment on HSBC’s approach to overcoming cultural & professional risk capability problems.
• In parallel continued the transformation of  learning curricula to focus on business-specific outcomes for strategically significant roles, such as Relationship Managers in the Private Bank, Corporate Relationship Managers, Branch Managers, and Risk Managers.
• Delivered over 1 million days of learning in 2015, covering routine induction, role-based learning, leadership, and specific culture and risk training for employees.

• Accountable for HSBC's Group-wide culture, values, and risk program, covering 250,000 employees across all business lines, functions and geographies.
• Developed and implemented a comprehensive learning transformation strategy, outsourcing learning in four major markets. Saved approximately $35 million per annum through outsourcing, content rationalisation, and an optimised learning channel strategy.
• Implemented role-consistent curricula supporting key business strategies, covered 80% of all roles by the end of 2016.
• Streamlined inefficient geographic recruitment process, reducing the time to contract to an average of 28 days.
• Collaborated with Marketing to build HSBC's Group-wide employment proposition (EVP), aligning internal and external brand positioning.
• Supported the transformation of HSBC’s global performance management approach - including simplification and real-time feedback.

• Led the global transformation of recruitment at HSBC, implementing a standardized recruitment process and technology across major markets, resulting in a cost saving of $40m and reducing the average time to contract from 55 days to 36 days Group-wide.
• Developed the People Strategy for the UK, focusing on critical role training, talent, and succession. Successfully launched HSBC Values regionally, promoting business ethics and principle-based decision making.
• Designed  and implemented the Middle-East’s local national strategy which focused on recruitment, promotion, and development of junior talent. Resulted in the appointment of the first local national regional CEO.
• Launched HSBC's award-winning Work-experience and apprenticeship program, providing opportunities for 2000 apprentices per year and building relationships within the community.
• Championed inclusivity in the UK - conducted  senior leader inclusivity workshops/action planning. Established hiring targets for women, resulting in an increase in senior women representation from 22% to 28% of the senior management team over two years.

• Led the transformation of the UK HR function, and  member of the global design committee. Ensured alignment with the Group standard HR operating model.
• Successfully introduced HR business partner model, Specialist development function, implemented offshoring initiatives and established standardized HR operating processes, resulting in annual cost savings of approximately $42 million and improved HR resource allocation to support business strategy and enhance customer experience.
• Maintained clear and consistent communication with stakeholders at all levels, ensuring buy-in for HR transformation initiatives.

• Transformed the UK Bank's recruitment function by centralising and streamlining operations, resulting in a 50% reduction in hiring costs over two years and achieving 100% fulfilment for volume, graduate, and revenue generating roles.
• Built a robust in-house recruitment capability and implemented passive sourcing strategies for key revenue generating roles, ensuring a consistent and diverse pipeline of top talent.
• Unified the bank's recruitment branding, creating a cohesive, compelling and award-winning employer brand. Attracted high-quality candidate slates.
• Out-sourced pre-employment screening, resolving a backlog of 12,000 incomplete reference checks and addressing a long-standing audit failing.
• Revamped HSBC Graduate programs, benchmarking against the best retail banking programs in the UK, resulting in 100% role fulfilment, less than 7% turnover and rapid grade promotion post-graduation.
• Re-launched HSBC's talent and succession program in the UK, facilitating talent reviews and working closely with senior executives on succession planning.
• Coached senior talent.

• Led the development of HSBC's Group-wide talent identification and succession strategy, collaborating with specialist heads to design and implement effective talent development approaches.
• Designed and implemented HSBC's first global employee engagement survey, facilitating action planning sessions with CEOs to drive implementation and improve employee satisfaction.
• Built and deployed HSBC's first Global leadership capability frameworks, providing a standardized approach to talent assessment and leadership development across the organization.
• Refreshed HSBC's International Manager Graduate strategy, resulting in higher quality hires and improved talent pipeline.

• Lead OD specialist for Hong Kong (Corporate), India, Malaysia, Singapore, Indonesia, and Bangladesh.
• Accountable for best-practice recruitment, talent identification, and promotion practices for the Asia Pacific region at HSBC, resulting in effective succession.
• Facilitated country senior leadership teams to develop scorecards and deploy new performance management practices, driving ROI and fostering a customer-centric culture.
• Global lead for International Manager (IM) talent identification.
• Coached IM’s supporting  promotion.

• Provided executive assessment and coaching services, delivering high-quality solutions to clients.
• Developed and implemented a market-leading executive assessment approach, positioning the company as a leader in the industry.

• Served as the practice leader for leadership and professional competencies in Europe, overseeing and managing a team of consultants.
• Conducted 1:1 assessment, coaching sessions, and facilitated 360-degree feedback processes, providing valuable insights and guidance to clients.
• Designed and implemented assessment centers, ensuring the effective evaluation and development of leadership and professional competencies.
• Consulted with clients across Europe, Russia, and the USA, delivering customised solutions tailored to business strategies.

• Provided expert training and assessment services to clients, ensuring compliance with safety regulations and promoting a culture of safety.

• Established and operated a successful self-employed consultancy specializing in training, assessment, and behavioral safety.

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

CEO & Coaching across cultures

Supervised business practice