年報 Annual Report 2020

適應與蛻變 : 以靈活方式應對逆風 A Year of Adaption & Evolution: Remaining Resilient Through Headwinds

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香港銀行學會 香港總部 香港上環干諾道中 148 號粵海投資大廈 3 樓 電話 (852) 2153 7800 傳真 (852) 2544 9946 電郵 [email protected]

北京代表處 中國北京市西城區月壇南街 1 號院 n 金融街月壇中心 5 號樓 8 層 io t a v 郵編 100045 o n n 電話 (86) 10 6657 5550 I & n 傳真 (86) 10 6657 4966 o ti a is 電郵 [email protected] it ig D

The Hong Kong Institute of Bankers Hong Kong Head Of ce 3/F, Investment Tower 148 Connaught Road Central, Hong Kong Tel (852) 2153 7800 Fax (852) 2544 9946 Email [email protected]

Beijing Representative Of ce 8/F, Tower 5, Courtyard 1, Yuetan South Street Xicheng District, Beijing, China Post code 100045 Tel (86) 10 6657 5550 Fax (86) 10 6657 4966 Email [email protected] 以靈活方式應對逆風

2 香港銀行學會年報 2020 Remaining  3

The Hong Kong Institute of Bankers Resilient 2020 Annual Report Through  Headwinds

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 香港銀行學會的使命、 Mission 使命 目標和架構 Mission, Objectives and

4 Structure of HKIB 香港銀行學會秉承精益求精的理念, 5 因應中國內地與香港瞬息萬變的銀行 金融業發展,致力為從業員提供優質

目標 香港銀行學會成立的宗旨是: 專業培訓課程。 Objectives The Institute is a professional organisation whose members represent a cross-section of the banking community. In very broad terms, the objectives of the Institutes are as follows:

• 積極開展學術研究和訊息 • 完善培訓課程,使銀行從業 • 維護銀行界的權益。 To continue to strive for excellence and to 交流,促進香港銀行業的 人員通過進修,不斷提高服 發展和創新,鞏固香港作 務水平,成為銀行界之優秀 provide quality education for professional 為國際金融中心地位。 專業人士,並獲得認可的專 業資格。 practice in response to the growing needs

• To facilitate the • To make available training • To further the interest of of the banking and financial industries in consideration of matters of opportunities for members banking. interest to bankers; to acquire knowledge in Hong Kong and Mainland China. relation to their banking professions;

架構 香港銀行學會於1963年創立。在本地銀行和金融機構的大力支持下,學會於1995年正式發展 Structure 成為獨立非牟利組織。學會的架構由議會及理事會組成,其成員為香港銀行及金融業的代表和領 袖,理事會轄下另設有多個專責委員會。各專責委員會就發展方針及策略,提供方向及指引予秘 書處,秘書處則負責執行日常會務。 Set up in 1963 and becoming an independent organisation in 1995 through the support of local banks and financial institutions, HKIB is a non-profit-making organisation made up of a Council and an Executive Committee, both represented by seasoned professionals and leaders of the banking and financial community in Hong Kong. Reporting to the Executive Committee is the Secretariat, which is responsible for the day-to-day operations of the Institute upon advice and guidance on development strategies and policy matters given by various sub-committees.

議會 議會負責制訂香港銀行學會的中期和長遠發展路向,並就學會的事務向理事會提供意見。 The Council The role of the Council is to set the medium to long-term direction of the Institute and to advise the Executive Committee on the development of the Institute.

理事會 理事會負責監管和統籌學會的日常運作,包括培訓、頒授資格,及與香港、中國內地和海外組織 The Executive Committee 聯繫等。 The Executive Committee is responsible for overseeing the management of the Institute, including provision of training, awarding of qualifications, and the collaborations of the Institute with organisations in Hong Kong, Mainland China and overseas.

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 8 16 議會 年度摘要 Council Achievements 2020 9 18 理事會 重點活動 Executive Committee Events Highlights 2020 10 20 主席獻辭 提升專業資歷與能力 Chairman’s Message Professional Enhancement for Capacity Building 12 28 6 Content 榮譽秘書報告 推動業界人才發展 7 目錄 Honorary Secretary’s Report Driving Talent Development for the Industry 14 40 行政總裁報告 會員交流 Chief Executive Officer’s Report Membership Engagement

附錄 APPENDICES

I. 學會委員會 VII. 第十三屆香港銀行學會 Institute’s Committees 「傑出財富管理師大獎」得獎名單 The 13th HKIB Outstanding Financial Management Planner Awards Winners List

II. 機構會員及關聯成員(2020/2021) VIII. 第十一屆全國 Corporate Members and Corporate 「傑出財富管理師大獎」得獎名單 Affiliates (2020/2021) The 11th China Outstanding Financial Management Planner Awards Winners List

III. 學會提供之公開課程及研討會 IX. 2020香港資訊及通訊科技獎: List of Public Programmes and Seminars 「金融科技獎」得獎名單 Hong Kong ICT Awards 2020: FinTech Award Winners List

IV. 中國內地、台灣及澳門培訓課程 Mainland China, Taiwan and Macao Programmes

V. 銀行專業會士考試獲獎名單 Certified Banker Examination Prize List

VI. 2020年獲頒授專業資格人士名單 New Designation Holders in 2020

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 議會Council 理事會Executive Committee (截至2021年 5 月 1 日 As at 1 May 2021) (截至2021年 5 月 1 日 As at 1 May 2021)

會長President 榮譽會長Honorary President 主席Chairman 王冬勝先生,GBS, JP, Hon. Fellow (HKIB) 余偉文先生,JP 馮鈺斌博士,JP, Hon. Fellow (HKIB) 香港上海滙豐銀行有限公司 香港金融管理局 華僑永亨銀行有限公司 副主席兼行政總裁 總裁 董事長 Mr Peter T S , GBS, JP, Hon. Fellow (HKIB) Mr Eddie W M YUE, JP Dr Patrick Y B FUNG, JP, Hon. Fellow (HKIB) Deputy Chairman and Chief Executive Chief Executive Chairman The Hongkong and Shanghai Banking Corporation Limited Hong Kong Monetary Authority OCBC Wing Hang Bank Limited

副會長Vice Presidents

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歐達禮先生,JP, FHKIB 畢明强先生 鄭 慧 敏 女 士, Hon. CFMP 陳林龍博士 馮 鈺 斌 博 士, JP, Hon. Fellow (HKIB) 高明女士 副主席Deputy Chairman 榮譽秘書Honorary Secretary 榮譽司庫Honorary Treasurer 證券及期貨事務監察委員會 中信銀行(國際)有限公司 恒生銀行有限公司 中國光大銀行股份有限公司 華僑永亨銀行有限公司 中國工商銀行(亞洲)有限公司 阮國恒先生,JP, FHKIB 郭錫志先生,Fellow CB 梁銘謙先生 行政總裁 行長兼行政總裁 副董事長兼行政總裁 行長,香港分行 董事長 主席兼執行董事 香港金融管理局 上海商業銀行有限公司 中國工商銀行(亞洲)有限公司 Mr Ashley ALDER, JP, FHKIB Mr BI Mingqiang Ms Louisa W W CHEANG, Hon. CFMP Dr Mike L L CHEN Dr Patrick Y B FUNG, JP, Hon. Fellow (HKIB) Ms GAO Ming 副總裁 副董事長、常務董事兼行政總裁 副行政總裁 Chief Executive Officer President and Chief Executive Officer Vice-Chairman and Chief Executive Chief Executive Officer and Managing Director, Chairman Chairman and Executive Director Mr Arthur K H YUEN, JP, FHKIB Mr David S C KWOK, Fellow CB Mr Peter M H LEUNG Securities and Futures Commission China CITIC Bank International Limited Hang Seng Bank, Limited Hong Kong Branch OCBC Wing Hang Bank Limited Industrial and Commercial Deputy Chief Executive Deputy Chairman, Managing Director & Chief Executive Deputy Chief Executive China Everbright Bank, Co., Ltd. Bank of China (Asia) Limited Hong Kong Monetary Authority Shanghai Commercial Bank Limited Industrial and Commercial Bank of China (Asia) Limited

郭明博士 禤惠儀女士 郭 珮 芳 女 士, FHKIB 劉惠民先生 李永鴻先生 李慶言先生 陳慶耀先生 陳文先生,CB 鄭綺青女士 范朝榮先生 興業銀行股份有限公司 渣打銀行(香港)有限公司 中國建設銀行(亞洲)股份有限公司 創興銀行有限公司 富邦銀行(香港)有限公司 上海商業銀行有限公司 滙豐銀行(中國)有限公司 中國銀行(香港)有限公司 星展銀行(香港)有限公司 交通銀行(香港)有限公司 行長,香港分行 香港執行董事兼行政總裁; 常務副行長兼執行董事 執行董事兼副行政總裁 行政總裁兼董事總經理 董事長 粵港澳大灣區業務部總經理 個人金融及財富管理部總經理 董事總經理及人力資源主管 副行政總裁 Dr GUO Ming 區域行政總裁(香港,台灣及澳門) Ms Miranda P F KWOK, FHKIB Mr Felton W M LAU Mr Raymond W H LEE Mr Stephen C Y LEE Mr Daniel H Y CHAN Mr Stephen M CHAN, CB Ms Sharon Y C CHENG Mr FAN Chaorong Chief Executive, Hong Kong Branch Ms Mary W Y HUEN President and Executive Director Executive Director and Deputy Chief Executire Chief Executive Officer and Managing Director Chairman Head of Greater Bay Area General Manager of Personal Banking and Managing Director and Deputy Chief Executive Industrial Bank Co., Ltd. Executive Director and Chief Executive Officer, China Construction Bank (Asia) Corporation Limited Chong Hing Bank Limited Fubon Bank (Hong Kong) Limited Shanghai Commercial Bank Limited HSBC Bank (China) Company Limited Wealth Management Department Head of Human Resources Bank of Communications (Hong Kong) Limited Hong Kong; Cluster Chief Executive Officer Bank of China (Hong Kong) Limited DBS Bank (Hong Kong) Limited (Hong Kong, Taiwan & Macau) Standard Chartered Bank (Hong Kong) Limited

李民橋先生 李 國 寶 博 士, GBM, GBS, JP, Hon.Fellow (HKIB) 劉鈞先生 伍燕儀女士 龐 華 毅 先 生, FHKIB 孫龍先生 馮學鋒博士 劉惠民先生 李雅欣女士 唐 漢 城 先 生, Fellow CB 東亞銀行有限公司 東亞銀行有限公司 南洋商業銀行有限公司 花旗銀行 星展銀行(香港)有限公司 中國農業銀行股份有限公司 招商永隆銀行有限公司 創興銀行有限公司 渣打銀行(香港)有限公司 東亞銀行有限公司 聯席行政總裁 執行主席 總裁 花旗集團香港及澳門區行長 行政總裁 行長,香港分行 總經理 執行董事兼副行政總裁 人才能力啟發創新及見解環球主管 暨 副行政總裁兼營運總監 Mr Adrian M K LI Dr The Hon David K P LI , Mr LIU Jun Ms Angel NG Mr Sebastian PAREDES, FHKIB Mr SUN Long Dr FENG Xuefeng Mr Felton W M LAU 亞洲區人才能力啟發區域主管 Mr TONG Hon Shing, Fellow CB Co-Chief Executive GBM, GBS, JP, Hon. Fellow (HKIB) Chief Executive Chief Executive Officer Chief Executive Officer Chief Executive Officer, Hong Kong Branch General Manager Executive Director and Deputy Chief Executire Ms Nina N Y LEE Deputy Chief Executive and The Bank of East Asia, Limited Executive Chairman Nanyang Commercial Bank, Limited Citi Hong Kong and Macau CITIBANK, N.A. DBS Bank (Hong Kong) Limited Agricultural Bank of China Limited CMB Wing Lung Bank Limited Chong Hing Bank Limited Group Head of People Capability Innovation and Chief Operating Officer The Bank of East Asia, Limited Insights and Regional Head of People Capability, Asia The Bank of East Asia, Limited Standard Chartered Bank (Hong Kong) Limited

孫煜先生 王鋒先生 王 守 業 先 生, OBE, JP, FHKIB 朱 琦 先 生, FHKIB 鄧鼐斌先生 黃 漢 興 先 生, Fellow CB 黃綺麗女士 袁 妙 齡 女 士, CB 中國銀行(香港)有限公司 交通銀行股份有限公司 大新銀行有限公司 招商永隆銀行有限公司 中信銀行(國際)有限公司 大新銀行有限公司 花旗銀行(香港)有限公司 恆生銀行有限公司 副董事長、總裁 行政總裁,香港分行 董事長 董事長兼執行董事 執行董事,替任行政總裁及風險管理總監 副董事長 人力資源部主管 分行網絡業務主管 Mr SUN Yu Mr WANG Feng Mr David S Y WONG, OBE, JP, FHKIB Mr ZHU Qi, FHKIB Mr TANG Nai Pan Mr Derek H H WONG, Fellow CB Ms Fiona Y L WONG Ms Wendy M L YUEN, CB Vice Chairman & Chief Executive Chief Executive, Hong Kong Branch Chairman Chairman & Executive Director Executive Director, Alternate Chief Executive Officer Vice Chairman Head of Human Resources, Global Consumer Banking Head of Retail Distribution Bank of China (Hong Kong) Limited Bank of Communications Co., Ltd. Dah Sing Bank, Limited CMB Wing Lung Bank Limited & Chief Risk Officer Dah Sing Bank, Limited Citibank (Hong Kong) Limited Hang Seng Bank, Limited China CITIC Bank International Limited 以英文姓氏排序 In alphabetical order by last name 以英文姓氏排序 In alphabetical order by last name 香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 主席獻辭 Chairman’s Message

10 11 首先,謹此感謝學會所有會員、持份者和合作夥伴,有賴他們的寶貴指導和支持,學會安然應 I would like to begin my message this year by thanking all our Members, stakeholders and partners for their invaluable guidance 對疫情,而且更見壯大。新冠肺炎疫情帶來嚴峻挑戰,考驗全球各地機構的應變能力和承受 and support which has helped the HKIB navigate the pandemic and come through the other side even stronger than before. The 力;學會跨越了2020年的挑戰,努力適應外在環境,靈活求變,同時照顧會員和業界的需要, COVID-19 pandemic presented us with headwinds that have tested the agility and resilience of institutions around the world, but 我為此感到自豪。 I am proud to say that the Institute successfully overcame the challenges faced in 2020 by adapting and evolving to meet our Members’ needs and the needs of the banking sector. 學會的管治架構穩健,可靈活應對環境變遷,加上對業界的需要有深入的認識,而且能以創新的 方法把構想付諸實行,因而在疫情期間能夠一直服務會員。例如因應會員的需要,以及「新常態」 The key to support our Members throughout the pandemic were the strong and agile governance structure, close understanding 帶來的限制,學會在多項服務方面均已數碼化,包括推出FLEX Learning 網上培訓計劃,以及全 of the industry’s need and the innovations to execute our ideas. For example, the HKIB digitised many of its services to meet the 新的領袖思維網絡研討會系列。這種網上學習及交流模式深受歡迎,我們往後一定會延續這發展 changing circumstances of our Members and the limitations brought about by the “New Normal”, which included the introduction 方向。為支援因環境改變而在專業培訓和提升技能的過程中遇到困難的個人會員,我們凍結所有 of FLEX Learning, and the brand new Thought Leadership Webinar series. This warmly received virtual delivery mode certainly 會員費、學費和認證費,並提供特別援助。以上皆反映了學會如何適應環境,進而求變。 is something we will build on going forward. We also offered further support by freezing all membership, training and certification fees, and provided special assistance to our Individual Members who encountered obstacles in their professional training and 年內,我們更取得一些令人振奮的成就。學會個人會員人數攀升至超過10,000名,創歷史新 upskilling journey as a result of the shifting landscape. Here are just a few examples on how the HKIB adapted and evolved. 高,當中超過八成是專業會員。促使會員增長的各項因素之中,當然少不了學會在2020年獲 教育局委任為專業資歷評估機構 (PQAA),以及推出全新的銀行專業資歷架構課程。 During the year, we also recorded some exciting achievements. It was wonderful to see Individual Membership grow to a record high of over 10,000 with over 80% of them being Professional Members. Factors contributing to this rise in membership were 此外,與本地銀行業界及社會各界的合作,也一直是學會的工作重點。過去12個月內,我們透 undoubtedly include the appointment of the HKIB as a Professional Qualifications Assessment Agency (PQAA) by the Education 過多元化的業界活動和行業先導活動,大大增強了與專業團體、大學、業界組織和培訓夥伴的 Bureau in 2020 and the launch of new Enhanced Competency Framework (ECF). 合作關係。 Besides, collaboration amongst the local banking industry and the wider community has always been of great importance to the 培育未來的人才,確保能為業界持續注入新血,一直是學會的工作目標。金管局於年內推出的 HKIB. Over the last 12 months we made great progress in strengthening our partnerships with professional bodies, universities 「銀行業人才起動計劃」,指定學會為計劃的管理人。該計劃為330多名年輕畢業生提供為期六 and industry associations, as well as training partners through a wide variety of industry events and regulatory initiatives. 個月的工作機會、建立人脈的途徑、專業培訓及獲認可的認證,協助他們投身銀行界。年內學 會能與金管局及參與的銀行及金融機構攜手合作,證明了銀行業界的合作能發揮重要力量。我 Proving how powerful collaboration can be was our work with the HKMA over the year. Nurturing future talents has always been a 深信有了更多類似的合作,日後便可為業界帶來源源不絕的人才供應。 key goal of the Institute to ensure the industry has a steady stream of talented new blood and, this year, I was delighted to see the HKIB appointed as the administrator of the new Banking Talent Programme launched by the HKMA. This programme assisted 學會持續不斷求變,擁抱新科技,以加強會員服務,提升學習體驗。我對學會的未來發展感到 330+ young graduates to gain entry into the banking sector with 6-months of work experience, networking opportunities, and 雀躍,希望大家也有同感。我再次感謝各位在 2020年努力工作、不吝賜教,對學會投以信任。 professional training and recognised certifications. I am sure that with more collaborations like this, we will secure a stronger, 踏入2021年,學會將茁壯成長,期望繼續得到大家支持。 sustainable pipeline of talent entering the banking industry in the years to come.

馮鈺斌博士JP, Hon. Fellow (HKIB) I hope you are as excited as I am about the future of the HKIB as we continue to evolve by embracing new technologies to 理事會主席及議會副會長 enhance our membership services and the learning experience. I thank you once again for all your guidance, trust and hard work in 2020 and I look forward to your continued support as we move from strength to strength in 2021.

Dr Patrick Y B FUNG, JP, Hon. Fellow (HKIB) Chairman, Executive Committee and Vice President, Council

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 榮譽秘書報告 Honorary Secretary’s Report

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今年的年報以「適應與蛻變:以靈活方式應對逆風」為主題,實在最合適不過。面對前所未見的 “A Year of Adaption and Evolution: Remaining Resilient Through Headwinds” is a very fitting title to this year’s annual report. 挑戰,學會展現了堅強的實力、靈活應變的能力,這是不容置疑的。整年下來,學會在多方面 Without a doubt, HKIB has proved its strength and agility this year in overcoming the unprecedented challenges. The fact that 均取得理想的成就,足以證明我們的會員和同事(包括議會、理事會和秘書處人員)勤勉盡責、 the Institute has come through the year with so many positives to report attests to the loyalty, hard work and resilience of our 堅毅自強,堅定支持學會的工作。 Members and staff including the Council, the Executive Committee and the Secretariat.

今年,學會獲教育局委任為專業資歷評估機構(PQAA)這消息尤其令人振奮。這項榮譽明確肯定 It was particularly wonderful to see HKIB appointed as a Professional Qualifications Assessment Agency (PQAA) by the 了學會的專業水平和評核策略,並為學會日後推出更多專業資格的課程鋪路。年內的另一個重 Education Bureau this year. This accolade is a clear recognition of the Institute’s sound professionalism and assessment strategy 要里程碑,是個人會員人數突破10,000名。隨着我們持續推動數碼化,加強會員參與,並提升 and paves the way for exciting developments to our professional qualification offerings. Another great milestone achieved during 他們的學習體驗,我深信會員人數將持續增長。 the year was the number of Individual Members reaching over 10,000. I am certain this number will continue to grow as we drive toward digitisation to enhance our member engagement and learning journey, 這些成績,以及2020年的許多其他成就,是眾多個人和團體共同努力的成果。我首先感謝香港 金融管理局(金管局)在疫情期間致力維持香港銀行業穩定和健全,亦感謝金管局支持學會在這 These successes, among many others during 2020, would not have been possible without the collective efforts of many 動盪不安的一年持續推行專業發展工作。 individuals and organisations. I would like to first thank the Hong Kong Monetary Authority (HKMA) for its unwavering commitment to keep the local banking industry stable and robust during the pandemic, and also for supporting the Institute’s 我熱烈歡迎新加入的理事,他們分別是招商永隆銀行有限公司總經理及替任行政總裁馮學鋒博 determination to maintain professional development through such a turbulent year. 士,以及渣打銀行(香港)有限公司人才能力啟發創新及見解環球主管暨亞洲區人才能力啟發區域 主管李雅欣女士。我亦衷心致謝於2020年離任的理事會成員,感謝他們在任期間熱誠投入,給 I would like to warmly welcome the incoming Executive Committee Members Dr FENG Xuefeng, General Manager & 予寶貴指導。特別是兩位理事劉鈞先生(於2021以議會副會長身份再次加入學會)和嚴美玲女士 Alternate CEO of CMB Wing Lung Bank and Ms Nina LEE, Group Head of People Capability Innovation and Insights and 貢獻良多,協助學會應對這段時期的考驗,在此,我深表謝意。 Regional Head of People Capability, Asia of Standard Chartered Bank (Hong Kong) Limited. I would also like to extend my sincere thanks to our departing Executive Members Mr LIU Jun (Re-appoint as Vice President, Council in 2021) and 憑着新理事的豐富經驗及廣博知識,加上秘書處同事和會員的全情投入和堅定支持,學會必定 Ms Carolyn YIM. Their dedicated efforts and guidance during their terms are greatly appreciated and have surely helped 可在2021年繼續推進活化課程、數碼轉型和互助合作的工作,再創佳績。 the Institute navigate this challenging period.

郭錫志先生,Fellow Certified Banker I am sure that with the wealth of knowledge and experience our Council and Committee members offer, as well as the 榮譽秘書 commitment and efforts of our Secretariat, the Institute will continue to excel its path of revitalisation, digitalisation and collaboration in 2021.

Mr David S C KWOK, Fellow Certified Banker Honorary Secretary

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 行政總裁報告 2020 was undoubtedly a challenging year globally and indeed for the Institute as well. Thanks to the Chief Executive Officer’s Report guidance and feedback from our key stakeholders, we were able to achieve a number of milestones. It was a year of change and many decisions had to be made to adapt to the “New Normal”, but I am proud to say both the Institute and Hong Kong’s banking industry as a whole, remained resilient.

One of our greatest achievements in 2020 was the number of Individual Members growing to over 10,000. We can attribute much of this achievement to the launch of the Enhanced Competency Framework on Credit Risk Management (ECF on CRM) by the Hong Kong Monetary Authority (HKMA), which saw a great deal of practitioners obtain professional qualifications through the grandfathering arrangement. This milestone aligns with our collective goal of sustaining professionalism in the banking industry and is a testament to our efforts to stay relevant and supportive to our Members, even in difficult times.

Another momentous achievement was the Institute being appointed as a Professional Qualifications Assessment Agency (PQAA) by the Education Bureau. After a 2-year application process, the HKIB is now the first PQAA in the banking industry. This prestigious status enables us to issue professional qualifications up to Level 6 under the Hong Kong Qualifications Framework (HKQF), which is considered to be equivalent to the level of a Master’s degree. As a PQAA with 11 banking professional qualifications 14 15 developed for the industry, we can draw more recognition to our professional qualification offerings with the support of the Education Bureau, including our Certified Banker (CB) and Enhanced Competency Framework (ECF) programmes. Enhancements to the CB programme and new ECF programme launches, alongside the opportunity of being accredited as PQAA, will help us continue our efforts to promote a common qualification benchmark to streamline the training path for banking practitioners and address skill gaps in the industry.

They say necessity is the mother of invention and the events of 2020 saw us make great strides in digitising 不論在全球各地, 2020年無疑都是挑戰重重,對學會而言也不例外。 人次參加網上課程。這迴響鼓勵我們將持續活化學習過程,推出更多 many of our membership services to meet the evolving training needs and priorities resulting from changing 全賴各主要持份者惠賜意見和指導,我們得以達至多個里程碑。今年 虛實混合模式的培訓課程,以提升會員體驗,加強會員參與度。 work habits and social distancing. I was particularly excited to see the popularity of our new FLEX Learning 經歷種種轉變,需要業界作多項決定以適應「新常態」;但學會和香港 system launched in early 2020, with over 10,000 participants taking part in the virtual courses over the 銀行業整體都能沉着應對,堅韌不拔,我們足以自豪。 展望2021年,除了善用我們作為專業資歷評估機構(PQAA)的新角 year. Building on this initial success, we aim to revitalise the learning process and explore more hybrid 色,加強現有的課程和推出新課程外,我們還致力擴充持續發展課程 training offerings to enhance our membership experience and engagement going forward. 學會2020年其中一個里程碑就是個人會員人數超越10,000名。能取 涵蓋的學科範圍,協助會員掌握更多有關行業熱門課題的知識。我們 得這樣的成績,香港金融管理局(金管局)推出的銀行專業資歷架構 — 亦將加強對大學和中學的外展工作,培育和吸引合適的人才。 As we look towards 2021, as well as leveraging our new role as a PQAA by enriching our existing offerings 信貸風險管理課程應記重要一功,因為眾多從業員透過課程的「不追 and launching new programmes, we aim to increase the range of subjects covered by the Continuing 溯」安排取得專業資格。這項發展里程呼應着我們維持銀行業專業水 我們將繼續數碼化旅程,自動化內部程序,提升會員的學習體驗,並 Professional Development (CPD) scheme to help our members broaden their knowledge on hot topics in 平的整體的目標,見證了我們即使在艱困的日子裏,也致力配合會員 運用數據分析以識別新需求,從而調整我們提供的課程。另外,擴充 the industry. Our outreach activities to universities and secondary schools to cultivate and attract the right 需要,為他們提供專業發展的支援。 溝通途徑和強化會員服務,也是我們來年的工作重點,以吸引和續留 talent will also be boosted. 會員。此外,我們還會與業界進一步合作,加強培訓和建立人際網 學會另一項重大里程碑,是獲教育局委任為專業資歷評估機構 絡,並活化「銀行專業會士」課程。這些工作,都具體實踐了我們發 We will continue our digitalisation journey to automate our internal processes, improve the learning (PAQQ)。經歷兩年的申請過程,學會成為銀行業界首個專業資歷評 展策略的三大綱領:活化課程、數碼轉型和互助合作。有了這些新舉 experience for our members and adapt our various offerings using data analytics as a source of change. 估機構。有了這個委任,學會可頒發香港資歷架構第六級的專業資 措,我們將提升銀行業的專業水平、加強業界的可持續發展,並充實 Expanding our communication channels and membership services to recruit and retain members is also 歷,程度相當於大學碩士學位水平。作為專業資歷評估機構,我們已 人才庫,以應付未來的挑戰。 one of our priorities for the year to come. Collaborating further with the industry to expand our training 為業界提供11項銀行專業資歷;在教育局支持下,我們的專業資歷課 and networking capabilities and revitalising our CB programme round off our strategic plan under the key 程,包括銀行專業會士及銀行專業資歷架構課程,將可獲得更廣泛的 最後,我謹代表學會衷心感謝所有會員、持份者、合作夥伴和盡忠職 banners of revitalisation, digitalisation and collaboration. With these new initiatives, we will strengthen the 認可。藉着加強銀行專業會士課程,以及推出銀行專業資歷架構新課 守的同事在2020年對學會的支持及信任。展望學會在2021年繼續擔 professionalism, sustainability and talent pool of the banking industry to meet the challenges ahead. 程,加上獲得委任,學會將可持續向銀行從業員推廣通用資歷基準, 當銀行業人才發展的先驅。 以打通銀行從業員的培訓歷程,彌合業界的人才缺口。 Finally, on behalf of the Institute, I would like to sincerely thank all our Members, stakeholders, partners and 梁嘉麗女士 dedicated colleagues for their support throughout 2020 and we look forward to HKIB continuing to be the 需求往往會啟發創新。2020年,因應工作習慣改變和社交距離的規 行政總裁 key driver of talent development in the banking industry in 2021. 定,會員的專業培訓需要和重點也出現了轉變;為配合這些需求,我 們在多項會員服務方面均已數碼化。讓我尤其興奮的,是2020年初 Ms Carrie K L LEUNG 推出的FLEX Learning網上培訓計劃廣受歡迎,年內共有超過10,000 Chief Executive Officer

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 年度摘要 Achievements 2020 HKIB Achievement

HKIB Achievement 由金管局推出及學會計劃管理,「銀行業人才 2020年共有11,000名學員 起動計劃」提供330+為期六個月的工作機會 11,000 learners in 2020 330+ job opportunities of 6 months were (當中7,500人為持續發展課程學員 provided in the Banking Talent Programme, hosted by the Hong Kong Monetary Authority HKIB Achievement nearly 7,500 were CDP learners) HKIB Achievement and administered by HKIB 會員人數按年增長33%, 收到超過5,600份銀行專業資歷架構 — 突破10,000人,機構會員及 > 11,000 Learners 關聯成員超過100間 信貸風險管理資歷申請 > 330 33% increase to 10,000 Members, Received 5,600+ applications 100+ Corporate Members & Corporate Affiliates 70% on ECF-CRM Opportunities CDP Learners > 5,600 HKIB Achievement 10,000 Members Applications HKIB Achievement 16 17 首個以混合模式舉辦的 > Corporate 獲委任為PQAA後,學會可 100 Members and 頒發9項專業資歷 《香港銀行家峰會》 Corporate Affiliates Became a Professional 吸引超過800人參加 st Qualifications Assessment 1 Hybrid HKIB Annual Banking Agency to accredit 9 Conference attracted over Professional Qualifications HKIB Achievement 800 attendees HKIB Achievement 58場活動有逾5,000名參加者 FLEX Learning有超過 professional Held 58 events and activities > 10,000名用戶,普及率達92% quali cations that were attended by over 800 10,000+ users of FLEX for the banking industry 5,000 attendees Attendees Learning, reaching 92% usage 9

Learning > FLEX 5,000 > 10,000 in 58 events FLEX Learning users

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JANUARY 2020 JULY 2020 9/1 20/1 6/7 29-30/7 28/9 9/10 29/10 10/11 與監管機構對話:打擊洗錢及 2020 香港資訊及通訊科技獎: 網絡安全解决方案日2020 2020 香港資訊及通訊科技獎: 香港銀行家峰會2020 銀行業人才起動計劃專業培訓 — 領袖思維網絡研討會︰ 2020 香港資訊及通訊科技獎: 恐怖分子資金籌集的最新監管發展 金融科技獎導師分享會 Cybersecurity Solutions Day 2020 金融科技獎最終評審 Annual Banking Conference 2020 銀行服務及運營丶財資市場及 HKIB Thought Leadership 金融科技獎頒獎典禮 Regulator’s Dialogue: HKICT Awards 2020: HKICT Awards 2020 - 金融科技 Webinar series: HKICT Awards 2020 - Recent Developments in Supervision FinTech Award - Mentoring Session FinTech Award - Category Judging BTP Centralised Training - Harnessing the Power and Realizing the FinTech Award Presentation of Anti-Money Laundering and Banking Services & Operations, Potential of AI and Data Analytics Ceremony Counter-Financing of Terrorism Treasury Markets & FinTech MAY 2020 AUGUST 2020 30/10 DECEMBER 2020 27/5 5/8 9/10 領袖思維網絡研討會︰ 大專生就業講座 — 香港中文大學 氣候變化為何對銀行和 「香港銀行業人才發展獎勵計劃 — HKIB Thought Leadership 4/12 Career Talk for CUHK - 銀行家如此重要網上講座 HKIB人才發展獎」 開始接受報名 Webinar series: 「在逆境中與持份者保持有效溝通」 How to Plan Your Why Climate Change Matters Hong Kong Banking Talent Banking on the Future: 工作坊 Banking Career Now? so much to Banks and Bankers Development Awards Programme - Moving to Next Generation Communications Workshop: The HKIB Talent Development Customer Services Communicate with Stakeholders Awards Launch Effectively in Challenging Times JUNE 2020 8-10/7 SEPTEMBER 2020 OCTOBER 2020 NOVEMBER 2020 2020 香港資訊及通訊科技獎: 19/10 7/12 15/6 金融科技獎口頭表述評審 14/9 6/10 與專員對話系列︰ 5/11 QF 帶你進入銀行業 「銀行業人才起動計劃」 HKICT Awards 2020 - HKIB x HKCS 網絡研討會: 第十三屆「香港銀行學會傑出 理財有「道」廉政講座 大專生就業講座 - 香港伍倫貢學院 智慧銀行篇(2020-2021 學年活動) — 開始接受報名 虛擬銀行如何在傳統銀行 財富管理師大獎」頒獎典禮 13/1 FinTech Award - Assessment Commissioners Dialogue Series - (前身為香港城市大學專上學院) 香港金融管理局 Banking Talent Programme - 業務模式中脫穎而出 The 13th HKIB Outstanding Financial 行業報告「香港 — 全球基建及 “Bank on Integrity” Career Talk for UOW College Get to Know the Industries with QF: 中小企業資產證券化融資中心」發佈會 Enrolment Commencement 24/7 HKIB x HKCS Webinar - Management Planner Awards How Virtual Banks Square off in Hong Kong (formerly Community Smart Banking (2020-2021) - HKMA The launch of “Hong Kong – 領袖思維網絡研討會: Presentation Ceremony 23/6 Traditional Banking Model College of City University) a Securitisation Financing Hub for HKIB Thought Leadership Enhancing Banking as a Profession 14/12 (AM) Infrastructure and Small and 「銀行業人才起動計劃」 Webinar series: 媒體訪問 24/9 銀行業人才起動計劃 Medium Enterprises" The New Normal: 專業培訓 - 中央銀行 Banking Talent Programme - Banking in the Post-pandemic Era 銀行業人才起動計劃專業培訓 — 9/11 Media Roundtable 銀行業發展 銀行業人才起動計劃專業培訓 — BTP Centralised Training - 17/1 香港資本市場丶保險與資產管理 Central Banking QF帶你進入銀行業智慧銀行篇 BTP Centralised Training - 29/7 BTP Centralised Training - 14/12 (PM) (2019-2020學年活動)— 30/6 領袖思維網絡研討會: Bankers’ Dialogue: Career Development in Banking Capital Markets, Insurance & 銀行業人才起動計劃專業培訓 — 匯豐銀行歷史檔案部 2019年度周年會員大會 HKIB Thought Leadership Asset Management in Hong Kong 綠色及可持續銀行 Get to Know the Industries with QF: 2019 HKIB Annual Webinar series: BTP Centralised Training - Smart Banking (2019-2020) – General Meeting Keeping Up with an Evolving Green and Sustainable Banking HSBC Archive Macroeconomic Outlook and Risk Landscape

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report HKIB appointed as a Professional Qualifications 提升專業資歷與能力 香港銀行學會獲委任為專業資歷 Assessment Agency (PQAA) 評估機構 20 Professional Enhancement 21 2020年固然充滿考驗,卻也有些着實 Though 2020 was undoubtedly a tough year, there were some for Capacity Building 令人振奮的事情。其中一個振奮人心的 real positives to take away from it. One such positive occurred in 消息在8月到來:香港銀行學會獲香港 August when the Institute was appointed by the Education Bureau 特別行政區教育局委任為香港資歷架構 (EDB) of the HKSAR as a Professional Qualifications Assessment 下頒發銀行業專業資歷的評估機構。這 Agency (PQAA) under the Hong Kong Qualifications Framework 不僅標誌着學會發展的新里程,也有助 (HKQF). Not only does this appointment mark an exciting 加強香港銀行業職業專才教育的整體發 new chapter for HKIB, it will also enhance the development of 展。委任由2020年8月1日起生效,為 vocational and professional education and training in the banking 期五年。 industry as a whole in Hong Kong. The accreditation is valid for five years from 1 August 2020.

How the opportunity to become a PQAA emerged and 成為專業資歷評估機構的契機, what it means for the Institute 以及委任對香港銀行學會的意義 新冠肺炎疫情於年內持續,促使許多機構進行改變,適應新 The impact of COVID-19 during the year forced many organisations 的生活和工作模式。在家工作成為新常態,疫情前一般涉及 to evolve and adapt to a new way living and working. Working 2018年年底,教育局推出新措施,讓 The EDB introduced a new initiative for eligible organisations 面對面接觸的情況都以數碼方案取代。為了持續舉辦提升專 from home became the new normal and situations which usually 合資格機構申請成為香港資歷架構下可 to seek accreditation to become assessment agencies to issue 業資歷的活動,我們轉趨數碼化,在2020年2月推出FLEX involved face-to-face contact pre-COVID-19 were replaced by 頒發專業資歷的評估機構。資歷評估機 professional qualifications, recognised under the HKQF, in late Learning,透過虛擬教室及網上學習的模式舉辦課程,共有超 digital solutions. In order to provide our professional enhancement 構須具備相關專業或行業的知識、技能 2018. Assessment agencies had to possess the knowledge, skills 過10,000人次參與虛擬課程,可見FLEX Learning平台深受歡 activities during the pandemic, we embraced digitisation by 及經驗,足以設立及管理專業資歷,頒 and experience relevant to the related profession or industry 迎,行之有效。 introducing our FLEX Learning in February 2020, which is an 授予個別人士,以認可其達到的能力水 required for developing and operating professional qualifications alternative delivery mode through a virtual classroom format and 平。香港銀行學會多年來抱持提升及維 to be issued to individuals in recognition of their competencies 儘管挑戰重重,我們提升專業資歷的能力仍得以加強。學會獲 e-learning. Over 10,000 participants took part in the virtual training 持銀行業界專業水平的宗旨,致力推動 acquired. With our long history and mission to enhance and 香港特別行政區教育局委任為專業資歷評估機構 (PQAA),是 during the year, proving the popularity and effectiveness of our 人才發展,為銀行從業員建立通用的資 sustain professionalism in the banking industry, as well as 銀行業界首家PQAA,可頒發九個不同銀行的專業資歷。我們 FLEX Learning platform. 歷基準,因而決定申請成為專業資歷評 to promote talent development and a common qualification 也加強了課程陣容,推出「銀行專業資歷架構 — 信貸風險管理 估機構。在3月份向香港學術及職業資 benchmark for practitioners, the Institute took the step to apply (專業級)」的兩項證書課程,獲得香港學術及職業資歷評審局 Despite the challenging year, our professional enhancement 歷評審局提出申請後,我們從教育局接 for the PQAA appointment. After submitting our application to the 認證為資歷架構第六級課程。 capabilities were further strengthened as we were appointed as 獲好消息,得知申請成功。 Hong Kong Council for Accreditation of Academic and Vocational a Professional Qualifications Assessment Agency (PQAA) by Qualifications (HKCAAVQ) in March, we received the fantastic 以上的發展和年內其他顯著成績,足證我們致力於專業資歷提 the Education Bureau (EDB) of the HKSAR, making us the first 這項委任使香港銀行學會成為銀行業界 news from the EDB that we were successful. 升的工作,即使在最困難的情況下仍然沉着應對,堅毅不屈地 PQAA in the banking sector. We also bolstered our programme 首個專業資歷評估機構,是學會發展過 實現目標。 offerings by launching two new ECF on Credit Risk Management 程中的里程碑,肯定了學會的專業水準 This milestone achievement makes HKIB the first PQAA in the (Professional Level) programmes which were accredited at the 和嚴謹的評核方法。作為專業資歷評估 banking sector, which is certainly a testament to our strong Qualifications Framework (QF) Level 6 by the Hong Kong Council 機構,香港銀行學會獲授權頒發高達資 professional standing and robust assessment methods. As a for Accreditation of Academic and Vocational Qualifications 歷架構第六級的專業資歷,程度相當於 PQAA, we are now authorised to issue professional qualifications (HKCAAVQ). 大學碩士學位水平,有助學會持續向銀 up to QF Level 6 under the HKQF, which is equivalent to a 行從業員推廣通用資歷基準,提升銀行 Master’s degree. The authorisation will be instrumental to our These, along with other great achievements during the year, prove 業人才的核心能力,增強其流動性。 ongoing commitment to promote a common qualifications our dedication to professional enhancement and that we are able benchmark for practitioners in the banking sector and increase to adapt and remain resilient even in the most difficult times. the core competencies and mobility of our banking talent pool.

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 2020 Official PQAA appointment celebration ceremony at 《香港銀行家峰會 》慶祝此項任命 the HKIB Annual Banking Conference 2020

《香港銀行家峰會 2020》邀請到香港教 The HKIB Annual Banking Conference 2020 saw Kevin YEUNG JP, 育局局長楊潤雄JP 蒞臨,主持香港銀行 Hong Kong’s Secretary for Education, officiate the celebration 學會獲委任的慶祝儀式。楊局長致辭時 ceremony of HKIB being appointed as a PQAA. Congratulating the 恭賀學會,並表示這項委任進一步向銀 Institute in his speech, he mentioned that the appointment further 行界推廣香港資歷架構,鼓勵銀行從業 links up the Hong Kong Qualifications Framework to the banking 員加強專業發展和持續自我提升,亦可 industry and will encourage banking practitioners to pursue learning 以吸引行業新血加入。委任有助建立穩 and skills upgrading, as well as attract new blood to the industry. The 妥的資歷認可制度,配合從業員發展事 appointment will help to build a robust qualifications system that supports 業的需要,促進銀行業承認相關資歷。 progression and facilitates recognition in the banking industry.

22 Nine professional qualifications successfully accredited 23 九項專業資歷獲香港資歷架構認可 under the HKQF

獲委任為專業資歷評估機構後,銀行 Following the accreditation, we are now able to issue nine 學會一共可頒發九項獲香港資歷架構 professional qualifications recognised under the HKQF: 認可的專業資歷: • Certified Banker (CB) • 銀行專業會士 • Certified Anti-Money Laundering Professional (CAMLP) • 認可反洗錢專業人員 • Associate Anti-Money Laundering Professional (AAMLP) • 反洗錢專業人員 • Associate Cybersecurity Professional (ACsP) Mr Kevin YEUNG JP, Hong Kong’s Secretary for Education delivered the speech of HKIB being appointed as a PQAA at the HKIB Banking Conference 2020. • 網絡安全專業人員 • Certified Credit Risk Management Professional 香港教育局局長楊潤雄先生JP 在在《香港銀行家峰會 2020》上恭賀香港銀行學會獲委任為 • 認可信貸風險專業人員(商業信貸) (Commercial Lending) (CCRP(CL)) 「專業資歷評估機構」。 • 認可信貸風險專業人員(信貸組合管理) • Certified Credit Risk Management Professional • 信貸風險專業人員 (Credit Portfolio Management) (CCRP(CPM)) • 認可財富管理師 • Associate Credit Risk Management Professional (ACRP) • 財富管理師 • Certified Retail Wealth Professional (CRWP) • Associate Retail Wealth Professional (ARWP)

這些獲香港資歷架構認可的專業資歷, These HKQF-recognised professional qualifications promote the 可促進銀行業承認以技能為本的能力和 recognition of skills-based competences and qualifications for 資歷,並在香港資歷架構下為學員提供 the banking industry and provide learners with quality-assured 有質素保證的職業進階路徑。 vocational pathways under the HKQF.

我們獲委任後,可透過FLEX Learning, Our appointment as a PQAA will allow us to provide practitioners 為銀行從業員提供獲香港資歷架構、監 with HKQF-, regulator and employer-recognised qualifications 管機構和僱主承認的資歷,從而幫助維 delivered via FLEX Learning modes, which will help to maintain 持香港作為國際金融中心的競爭力,鼓 Hong Kong’s competitiveness as an international financial centre 勵新血加入銀行業。 and encourage new talent to join the banking industry.

此外,繼我們在2018年與澳門金融學 In addition, we will continue to introduce more of these programmes 會簽署諒解備忘錄後,我們將繼續把更 to the Macao market following the MOU signed with the Macau 多這類課程引入澳門市場,以持續深化 Institute of Financial Services (MIFS) in 2018 to further deepen our 與粵港澳大灣區的專業機構及監管機構 strategic collaboration with professional institutes and regulators in 的戰略合作關係。 the Guangdong-Hong Kong-Macao Greater Bay Area.

(Starting from 5th left) Dr Patrick FUNG JP, Hon. Fellow (HKIB), Chairman, Executive Committee, the HKIB, Mr Kevin YEUNG JP, Secretary for Education of The Government of the Hong Kong Special Administrative Region, Mr Eddie YUE JP, Chief Executive of the Hong Kong Monetary Authority, Ms Carrie LEUNG, Chief Executive Officer of HKIB and the attending Vice Presidents of the HKIB celebrated HKIB’s accreditation as a Professional Qualifications Assessment Agency (PQAA). (由左五開始)香港銀行學會理事會主席馮鈺斌博士JP, Hon. Fellow (HKIB)、香港特別行政區政府教育局局長楊潤雄先生JP、香港金融管理局總裁兼香港銀行學會榮譽會長余偉文 先生JP、香港銀行學會行政總裁梁嘉麗女士與一衆出席的香港銀行學會副會長在《香港銀行家峰會 2020》上慶祝香港銀行學會獲委任為「專業資歷評估機構」。

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report Launch of new Enhanced Competency Framework (ECF) Diversified topics for Continuing Development 推出銀行專業資歷架構新課程 持續發展課程主題更多樣化 programmes Programmes (CDP)

2020年內另一項令人振奮的發展,是成功推出兩項銀行專業 Another positive to take from the year was the successful launch 持續發展課程鼓勵終身學習,提供最新 Continuing Development Programmes (CDP) encourage lifelong 資歷架構新課程。繼2019年 7 月推出「銀行專業資歷架構 — of two new ECF programmes. Following the introduction of the 市場發展和趨勢的培訓,讓銀行從業員 learning by offering topical training programmes on the latest market 信貸風險管理(基礎級)」課程後,銀行學會在2020年推出兩 ECF on Credit Risk Management (Core Level) in July 2019, 掌握最新知識。由金管局、香港銀行公 developments and trends for banking practitioners to keep their 個信貸風險管理專業級課程,即「銀行專業資歷架構深造證書 2020 saw the launch of two ECF on Credit Risk Management 會及香港銀行學會聯合發布的《提升未 knowledge up to date. The “Capacity Building for Future Banking (信貸風險管理 — 商業信貸)」及「銀行專業資歷架構深造證書 (Professional Level) (ECF- CRM) programmes “Postgraduate 來銀行業人才的專業能力》報告,識別 2021-2025” report – a joint paper published by the HKMA, The (信貸風險管理 — 信貸組合管理)」,兩項課程均已於2020年 Certificate in Commercial Lending for ECF on Credit Risk 了銀行業未來業務擴充及發展所欠缺的 Hong Kong Association of Banks (HKAB) and HKIB – identified key 1 月獲得香港學術及職業資歷評審局認證為資歷架構第六級課 Management (CRM)” and the “Postgraduate Certificate in Credit 主要技能,包括多種軟技能。 skills, including soft skills, to support the expansion and sustainability 程,並分別於2020年 2 月及3 月推出首屆課程。 Portfolio Management for ECF on Credit Risk Management of the banking industry. (CRM)”. Both were successfully accredited at QF Level 6 by 為填補這些技能缺口,我們擴充了持續 學員修畢課程,成績合格後,便可成為認可信貸風險專業人員 the HKCAAVQ in January 2020 with the first classes of the 發展課程的內容,在傳統銀行知識以 To address these key skills gaps, we expanded our array of CDP — 認可信貸風險專業人員(商業信貸)(CCRP( CL))或認可信貸 two programmes taking place in February and March 2020, 外,加添了與銀行業未來相關的課題。 from traditional knowledge to include future banking topics. In 2020, 風險專業人員(信貸組合管理)(CCRP( CPM))。 respectively. 2020年,我們舉辦了97項持續發展課 97 CPD courses were organised, in which 70% of our series-based 程,當中七成的課程以未來的銀行業技 courses focused on future banking skills including topics on Fintech, 新課程有助學員擴闊在企業銀行和商業銀行方面的專業發展, Learners successfully passing the courses will become a 能為重點,涵蓋金融科技、大灣區/跨 Greater Bay Area (GBA)/Cross Border Business, Sustainable 是香港銀行學會管理的第四個銀行專業資歷架構課程,進一步 Certified Credit Risk Management Professional – CCRP (CL) or 境業務、可持續銀行、軟技能、管理技 Banking, Soft Skills and Management Skills as well as the most 24 支持金管局的人才發展策略,也鞏固了我們作為銀行業知識庫 CCRP (CPM). 能,也包括打擊洗錢這個最熱門的課題。 popular traditional topic of Anti-Money Laundering. 25 的角色。 As well as helping to widen the scope for leaners’ professional development both in corporate and commercial banking, these new programmes represent the fourth ECF programmes that Fintech 金融科技 HKIB is administering, further supporting the HKMA and 在疫情推動下,市場認識到有需要採用 Speeded up by the pandemic, the market saw a surging need strengthening our role as a banking industry knowledge hub. 最新科技以支援銀行服務數碼化,抵禦 to adopt the latest technology and to support the digitalisation 網絡攻擊等。自2020年2月以來,我們 of banking services and fight cyberattacks. 14 related courses 舉辦了14項有關課程,協助從業員掌握 were held since February 2020 to equip practitioners with the The industry warmly welcomes the new QF-recognised 相關知識。 related knowledge. 業界熱烈歡迎獲認可的信貸風險管理 ECF on CRM (Professional Level) programmes 專業級新課程

銀行專業資歷架構 — 信貸風險管理新課程的報讀人數和申請 The desire for QF-recognised qualifications in the area of Certificate in Fintech Management in the Greater Bay Area 大灣區金融科技管理證書 資歷認證人數超過5,000人,清楚說明業界對信貸風險管理的 credit risk management is clear as over 5,000 applications and 這個中級證書課程以一般銀行專才為對 This intermediate level certificate programme, aimed at general 認可資歷需求殷切。銀行專業資歷架構 — 信貸風險管理課程 certification of qualifications were received and conducted 象,在2020年8 月和9 月以虛擬教室舉 banking professionals, took place in August and September 2020 in 設有「不追溯」安排,讓認可機構從業員在相關工作範疇具備 for the new ECF on CRM during the year. A grandfathering 行,共有40人參加,探討科技如何為現 the mode of a virtual classroom. Attended by 40 participants, it looked 指定年期工作經驗後,可申請基礎級及專業級資歷豁免。視乎 arrangement was offered for the ECF on CRM allowing Relevant 代銀行服務帶來革命性的變化。這些科 at how banking services in modern society have been revolutionised by 申請人的經驗,成功申請豁免的人士可成為信貸風險專業人員 Practitioners (RPs) employed by an Authorized Institution (AI) 技包括P2P借貸和付款、吸納客源、員 technology, including P2P lending and payments, customer acquisition (ACRP)或認可信貸風險專業人員 — 認可信貸風險專業人員 and possessing the prescribed amount of working experience in 工入職、財務諮詢等等。課程幫助學員 and onboarding, financial advice and much more. It equipped (商業信貸)(CCRP( CL))或認可信貸風險專業人員(信貸組合 an applicable job function to apply for grandfathering at the Core 掌握所需知識和管理技術,並配合粵港 those taking part with the necessary knowledge and management 管理)(CCRP( CPM))。 and Professional Levels. Depending on experience, successful 澳大灣區銀行業的發展。 techniques to embrace the evolution of the banking industry in the grandfathering applicants can become an Associate Credit Guangdong-Hong Kong-Macao Greater Bay Area. 展望2021年,我們將把銀行專業資歷架構 — 信貸風險管理課 Risk Management Professional (ACRP) or Certified Credit Risk 程(基礎級及專業級)納入銀行專業會士課程。 Management Professional – CCRP (CL) or CCRP (CPM).

Looking ahead to 2021, we are planning to integrate the ECF on CRM (Core & Professional Level) into our Certified Banker (CB) programme. 27% 增幅 14 238 Increase

2020年課程數目 No. of courses 11 in 2020 學員人數 2019年課程數目 No. of learners No. of courses in 2019

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 此外,我們還推出了有關可持續銀行等較新課題的課程,並將繼續開發相關課程。 Besides this, we are also proud to offer newer topics such as Sustainable Banking which we will continue to develop.

「氣候緊急狀態:銀行家的風險和機遇」證書課程 “Climate Emergency: Risks and Opportunities for Bankers” Certification Courses 25% 這個課程與領導業界的可持續發展諮詢公司低碳亞洲合辦,專為銀行從業人員而設,幫助他們在工作項目 增幅 中充分考慮環境和社會因素所帶來的風險和機遇,從而提升能力。課程在2020年8月再度舉辦,以虛擬教 Increase 室的形式進行,77名參與者探討環境和社會議題如何影響銀行業的決策,包括將可持續發展元素融入銀行 的核心業務流程。

This programme – jointly launched with Carbon Care Asia, a leading sustainability consultancy – was designed for 5 banking practitioners working to build their capacity to take full account of the risks and opportunities presented by environmental and social considerations. Taking place in August 2020 again in a virtual classroom mode, 77 2020年課程數目 participants learned how these issues are beginning to influence decisions made in the banking industry, including No. of courses integrating sustainability into banks’ core business processes. in 2020 26 這些切合實際所需的課題大受歡迎,即使在疫情下,2020年仍有近7,500人報讀。我們計劃在未來的持續 27 大灣區/跨境業務: 發展課程中提供更多合乎本地銀行業發展所需的課題,以協助銀行從業員提升專業資歷及能力。 跨境理財通計劃及大灣區發展規劃公布 後,業內人士對中國銀行業知識的需求 These useful and timely topics proved extremely popular (even through the pandemic) with almost 7,500 增加,我們舉辦了一系列持續專業發展 enrolments in 2020 and we plan to cover even more topics relevant to the local banking industry for future CDP to 計劃課程,以應所需。 aid professional enhancement and capacity building.

GBA/Cross-border: With the announcement of Wealth Management Connect, and the Greater 澳門第二屆「銀行專業會士」課程 The 2nd Collaboration of CB in Macao Bay Area development, the need for China banking knowledge has risen and 澳門方面,學會與澳門金融學會合辦的第二屆「銀行專業會士」課程在2020年4月中舉行,透過FLEX a series of Continuing Development Learning平台推出「銀行專業資歷架構 — 打擊洗錢及恐怖分子資金籌集(澳門)基礎級」課程。課程廣受澳門 Programmes (CDP) were held to fill the 銀行從業員支持,首節課程共有56人參加。 gap.

In Macao, the 2nd cohort between the Institute and MIFS on the Certified Banker (CB) programme took place in mid-April 2020 with the launch of the ECF on Anti-Money Laundering and Counter-Financing of Terrorism (AML/ CFT) (Core Level) via FLEX Learning. The programme was well received by the local banking practitioners in Macao with 56 participants in the inaugural training class.

(CFMP™) 澳門第十一屆「專業財富管理師」 課程 The 11th Collaboration of CFMP™ in Macao

30 「專業財富管理師」(CFMP™)課程獲澳門、香港及內地各大銀行及監管機構廣泛承認。

學員人數 澳門的「專業財富管理師」(CFMP™)課程,自2009年起由學會和澳門金融學會合辦,2020年是第十一屆。 No. of learners 2019年,56名「專業財富管理師」(CFMP™)順利完成課程,獲頒授「理財策劃及管理專業文憑(專業財富管 理師)(澳門版)」。第十一屆課程於2020年 4 月 25日開課,由於旅遊限制關係,須以FLEX Learning形式 進行。

4 The Certified Financial Management Planner (CFMP™) Programme is widely recognised by leading banks and the 2019年課程數目 local regulator in Macao as well as in Hong Kong and Mainland China. No. of courses in 2019 In Macao, the CFMP™ Programme has been jointly organised by the Institute and MIFS since 2009 and 2020 marked the 11th cohort of CFMP™ in Macao. There were 56 CFMP™ graduates in 2019 who were awarded the “Professional Diploma in Financial Planning and Management for CFMP™ (Macao Stream)” on successful completion. The 11th cohort was launched on 25 April 2020 and conducted via FLEX Learning due to travel restrictions.

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 香港銀行學會獲指定為2020年「銀行業人才起動計劃」 的計劃管理人 HKIB appointed as Programme Administrator of the 2020 Banking Talent Programme

「銀行業人才起動計劃」由金管局和銀行業界聯合舉辦,旨在 為業界培育年輕人才,並為有志從事銀行業的參與者提供實 際工作機會,為日後的事業發展作好準備。學會很高興獲指 定為計劃管理人,向參與計劃的持份者提供支援,協助推動 人才發展。

Jointly launched by the HKMA and the banking industry, the Banking Talent Programme (BTP) has been structured to nurture 推動業界人才發展 local young talent for the industry and provide participants with an opportunity to better prepare for their future careers in banking. 28 Driving Talent Development The Institute was proud to be appointed as the Programme 29 Administrator of the BTP 2020 to help support and drive talent for the Industry development.

即使在困難重重的時期,香港銀行學會依然堅定不移地推動業 Even through the most difficult of times the Institute has remained 2020年「銀行業人才起動計劃」概覽 Overview of the Banking Talent Programme 2020 界人才發展。2020年,我們很高興獲指定為金管局「銀行業人 steadfast in its desire to drive talent development for the industry. In 才起動計劃」的計劃管理人。該計劃凝聚了監管機構、金融機 2020, we were delighted to be appointed as Programme Administrator 計劃涵蓋整個銀行業,由參與銀行及金 The BTP 2020 is an industry-wide programme offering six months 構和大學,提供工作機會、專業培訓及支持,協助應屆畢業生 for the Banking Talent Programme launched by the HKMA. The 融機構提供六個月的工作機會和針對性 of work opportunities and industry-specific training. It has been 投身銀行業。 initiative brings together financial institutions and universities to 的在職培訓。計劃特別為香港11家大學 specifically tailored for over 330 fresh graduates with a bachelor’s facilitate fresh graduates to gain employment in the banking industry 應屆本科畢業生而設,共有330多名畢 degree from Hong Kong’s 11 universities to help them land jobs in 同年,我們也加強與監管機構和其他業內夥伴的合作,例如與 through professional training and support. 業生參加,以協助他們晉身銀行業。 the banking industry. 金管局和香港銀行公會聯合發表《提升未來銀行業人才的專業 能力》報告。我們也與亞太結構融資公會、亞洲國際法律研究 2020 also saw us further our collaboration with regulators and other 計劃在2020年6月開始接受申請,經過 Applications began in June 2020, followed by interviews and 院、數碼港、低碳亞洲、香港電腦學會、香港科學園、澳門金 industry partners, such as jointly publishing the “Capacity Building for 面試和遴選過程,於9月正式推行。參 selection ready for the start of the BTP in September. 42 firms, 融學會、本地大學和其他機構在多個項目緊密合作,持續積極 Future Banking 2021-2025” report with the HKMA and The Hong 與的銀行及金融機構共有42家,包括全 including global, regional and local traditional financial institutions, 推動區域內的人才發展。 Kong Association of Banks (HKAB). During the year, we also worked 球性、地區性及本地傳統金融機構、虛 virtual banks, Stored Value Facility (SVF) operators and the HKMA closely with the Asia-Pacific Structured Finance Association (APSA), 擬銀行、以及儲值支付工具營運商。參 itself, participated in the initiative to provide work experience to 受疫情影響,我們評估形勢並調整運作模式,亦一度暫停舉辦 the Asian Academy of International Law (AAIL), Cyberport, Carbon 與公司連同金管局協助年輕人才累積工 support young talent and continue to build a sustainable local 活動。雖然如此,我們仍在可行時間舉行了多項盛事,例如一 Care Asia, the Hong Kong Computer Society (HKCS), Hong Kong 作經驗,充實本地的人才庫。 talent pipeline. 年一度的《香港銀行家峰會》、頒獎典禮等。這些活動以網上 Science Park (HKSTP), the Macau Institute of Financial Services 或混合模式舉行,在可行的情況下也有以實體方式進行,當 (MIFS), local universities and others on a variety of projects to ensure 除了提供實際工作經驗外,「銀行業人才 Apart from on-the-job experience, an integral part of the BTP is 中亦實施嚴格的防疫措施。我們共舉行近60項活動,共超過 the push for talent development stays strong in the region. 起動計劃」還有一個重要部分,就是讓 that each graduate can benefit from the same internal training 5,000人參加,在疫情下已經是不錯的成績。 每名畢業生完成由參與機構為其僱員提 offered by each participating firm to their employees. This is Though we had to adapt our methods and take a step back for a time 供的內部培訓。此外,所有畢業生均共 in addition to the centralised training, which graduates attend 困境沒有阻止我們繼續推動業界發展人才,我們仍能堅毅自 while we evaluated the landscape due to COVID-19, we did manage 同參與由金管局提供,並由學會及金融 together, offered by the HKMA and organised by HKIB and the 強,適應惡劣的環境,回顧過去一年的成績單,我們為此感到 to run several events through the year. These events, such as our 學院舉辦的中央培訓。 Academy of Finance. 自豪。 Annual Banking Conference and industry awards, were held online, in hybrid mode or physically delivered if possible, of course under strict COVID-19 safety measures. In total, we held nearly 60 events that were attended by over 5,000 participants, which is outstanding given the circumstances.

We are proud that 2020 did not stop us from continuing to drive talent development for the industry and shows our resilience and adaptability even in these challenging times.

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 金管局為學員及參與機構提供 The HKMA offers training subsidies for BTP participants 培訓津貼和資助 and salary reimbursements for the firms taking part

計劃歡迎不同學科的畢業生申請,以填補銀行業的人才缺口, Graduates from all disciplines were welcomed to apply to echo 把握多方面的事業發展機會,例如客戶服務、資訊科技、創新 the various talent gaps and wide range of careers available in the 發展等。金管局向參與機構提供參與者月薪50%的資助,最多 banking industry, such as customer service, IT, innovation, etc. 每月6,000港元;並資助參與者相關專業培訓課程的學費。修 with the HKMA offering participating firms a 50% monthly salary 讀培訓的參與者有資格領取金管局5,000港元的津貼,香港銀 reimbursement, up to HKD6,000 per month, and also subsidising the 行學會亦是獲准提供專業培訓課程的三個提供者之一。銀行業 course fees for the relevant professional training courses attended 人才起動計劃的參與者中,有八成都選擇了學會的專業資格課 by the BTP participants. HKIB was one of three approved providers 程加強銀行業知識。這些課程和考試有助年輕畢業生取得獲監 of the professional training courses and participants attending our 管機構、銀行和金融服務界認可的專業資格。 courses were eligible for a HKD5,000 subsidy from the HKMA. 80% of the BTP participants enhanced their banking knowledge through HKIB’s PQPs. These courses and exams will help young graduates obtain professional qualifications recognised by the respective regulators and the wider banking and financial services industry.

30 31 金管局為銀行業年輕人才舉辦 The HKMA’s Centralised Training Seminars for the 「專業培訓系列」 new banking talents

計劃下的「專業培訓系列」由金管局與香港金融學院、香港銀 Organised by the HKMA, in collaboration with the Hong Kong 行學會和其他知名培訓機構合辦,於2020年 9 月至12月期間 Academy of Finance and HKIB, the Centralised Training Seminars 舉行。五場研討會的對象為全數330多名銀行業人才起動計 under the BTP were successfully held between September and 劃畢業生,主題多樣化,涵蓋銀行服務與營運、金融科技、 December 2020. The five seminars were available to all 330+ BTP 財資市場、綠色可持續發展銀行業等。金管局總裁余偉文先 graduates and covered a wide range of topics, including banking 生JP 向參加者分享他的職業生涯,為「專業培訓系列」揭開序 services & operations, FinTech, capital markets and sustainable 幕,首場研討會題為「與銀行家對話:銀行業的職業發展」, banking. Mr Eddie YUE JP, Chief Executive of the HKMA, kick- 邀請到三位銀行的行政總裁現身說法,分享他們的銀行職業 started the Centralised Training Seminars with the first topic, 生涯。及後的研討會則提供行內不同的實用資料,讓年輕人 “Banker’s Dialogue: Career Development in Banking” in which CEOs 才為自己將來的銀行事業作好準備。 from three banks shared their valuable insights on setting foot in the 掃描並瀏覽報告內容 掃描並瀏覽資訊圖表 banking industry. Subsequent seminars over the months provided Scan & read the report Scan & read the infographic a wealth of useful information for young talents to better prepare themselves for their future careers in banking.

金管局、香港銀行公會及香港銀行學會聯合發布提升未來銀行 HKMA, HKAB and HKIB jointly published the Capacity 業人才的專業能力報告 Building for Future Banking report

2020年,金管局、香港銀行公會及香港銀行學會聯合發布 In 2020 the “Capacity Building for Future Banking 2021-2025” 《提升未來銀行業人才的專業能力》報告。 report was jointly published by HKMA, HKAB and HKIB.

報告引述了學會2019年「銀行業人才培訓和發展調查」的結 The report, which incorporated the findings of HKIB’s Talent 金融局總裁余偉文先生JP 分享他的職業生涯以激勵新入行年青人,並講解銀行業正面臨的轉型。 果,旨在識別銀行業的技能缺口,並為日後填補這些缺口提供 Development Survey 2019, aimed to identify and address the skill Mr Eddie YUE JP , Chief Executive, HKMA inspired the new blood sharing his career pathway and highlighting the banking transformation. 方向清晰的路線圖,對維持香港在未來環球銀行生態系統中的 gaps present in the banking industry and provides a directional 競爭力提供很有價值的參考及指引。 road map to narrow those gaps in the years ahead which will be invaluable to maintaining Hong Kong’s competitiveness in the future global banking ecosystem.

金融局總裁余偉文先生JP(中)與三間銀行的行政總裁合照。 A group photo of the three banks’ CEOs with Mr Eddie YUE (middle), JP, Chief Executive, HKMA.

WeLab的創辦人兼集團行政總裁龍沛智先生及學會行政總裁梁嘉麗女士於「銀行服務與營運, 財資市場與金融科技」研討會作分享。 Mr Simon LOONG, Founder and Group CEO of WeLab and Ms Carrie LEUNG, Chief Executive Officer of the Institute shared the topic of Banking Services & Operations, Treasury Markets & FinTech.

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 發布行業報告: 疫情期間以創新方式主辦多項活動 HKIB continued to find innovative ways to host numerous 《香港 — 全球基建及中小企業資產證券化融資中心》 events through the pandemic

在實行各項措施保持社交距離期間,我們難 2020 proved a difficult year to hold our usual array of thought- 1 月份,學會聯同亞太結構融資公會和亞洲國際法律 以如常舉行多項具啟發性的交流活動。然 provoking events due to the pandemic and the various social 研究院,在香港會議展覽中心舉行的亞洲金融論壇中 而,我們靈活應變,以創新的方法,繼續以 distancing measures which were enforced as a result of COVID-19. 主持研討會,探討如何提升香港作為國際證券化中心 不同模式舉辦多項活動,最終仍能舉行近60 That said, we adapted and found innovative ways to continue to host 的地位,以及善用香港的金融及商業優勢,把握亞洲 項活動,超過5,000人以實體或網上模式參 many events using various modes. In total, we still managed to hold 資產證券化市場的機遇。我們很榮幸邀得金管局副總 加。活動提供珍貴的平台,讓專業網絡的成 nearly 60 events that were attended by over 5,000 participants 裁李達志先生JP 擔任演講嘉賓。 員如常交流知識,並讓業內人士從金管局總 via hybrid mode. The events provided an invaluable platform for 裁、銀行行政總裁等業界領袖的分享中得到 knowledge exchange among a professional network and allowed 研討會期間,主辦三方聯合發布行業報告,題為《香 啟發。 practitioners to gain insights from industry leaders such as the Chief 港 — 全球基建及中小企業資產證券化融資中心》。報 Executive of the HKMA and banks’ CEOs. 告向業界提出具體建議,包括如何完善香港的金融生 態,透過資產證券化獲得機構投資資本,注入基建項 目和中小企業等重要經濟界別。報告討論以不同的方 法,把握區內各基建項目帶來的機遇,並應對中小企 業的融資需要。 32 33

(左起)亞太結構融資公會聯席召集人張秀芬女士、行業報告特 別顧問兼亞洲國際法律研究院主席梁定邦博士和學會行政總裁 梁嘉麗女士合照 。 (From left) – Ms Susie CHEUNG, Co-Convenor of APSA; Dr Anthony NEOH, Special Advisor to the Report; Ms Carrie LEUNG, Chief 香港金融管理局總裁兼香港銀行學會榮譽會長余偉文 (由左二開始)法國巴黎銀行香港分行行政總裁梁柏瀚先 (由左二開始)平安壹賬通銀行(香港)行政總裁馮鈺龍先生、Mox Executive Officer of the Institute posed for a group photo. 先生JP 在《香港銀行家峰會 2020》上致辭。 生、瑞銀香港區主管及行政總裁盧彩雲女士、花旗集團香 Bank 行政總裁顧海先生 (Deniz Güven)、眾安銀行行政總裁許洛 Mr Eddie YUE JP, Chief Executive of the Hong Kong 港及澳門區行長及行政總裁伍燕儀女士和星展銀行(香港) 聖先生及 WeLab Bank 行政總裁謝學海先生在《香港銀行家峰會 Monetary Authority and Honorary President of the HKIB 行政總裁龐華毅先生在《香港銀行家峰會 2020》的行政總 2020》的行政總裁對話環節中討論虛擬銀行在未來的發展趨勢,包 delivered the opening keynote speech at the HKIB 裁對話環節中討論銀行業正加快包括網上銀行和客戶服務 括市場和客戶群方面的拓展方向。 Banking Conference 2020. 等方面的數碼化發展。 (Starting from 2nd left) Mr Ryan FUNG, Chief Executive, Ping An (Starting from 2nd left) Mr Hugo LEUNG, Chief Executive OneConnect Bank (Hong Kong) Limited, Mr Deniz GÜVEN, Chief Officer Hong Kong, BNP Paribas, Ms Amy LO, Head and Chief Executive Officer, Mox Bank Limited, Mr Rockson HSU, Chief Executive Launch of the Industry Report - Executive, UBS Hong Kong, Mrs Angel NG, Chief Executive Officer, ZA Bank and Mr Adrian TSE, Chief Executive, WeLab Bank “Hong Kong – a Securitisation Financing Hub for Officer, Hong Kong and Macau, Citibank, Mr Sebastian shared their insights on the trajectory of virtual banking and upcoming PAREDES, Chief Executive Officer, DBS Bank (Hong Kong) opportunities such as geographical expansion of services and client reach Infrastructure and Small and Medium Enterprises” Limited shared their insight on the digital acceleration of banking at the Virtual Bank CEO panel at the HKIB Banking Conference 2020. and client services in the industry.

In January, the Institute, along with the Asia-Pacific Structured 香港銀行家峰會2020 HKIB Annual Banking Conference 2020 Finance Association (APSA) and the Asian Academy of International Law (AAIL), jointly hosted a seminar at the HKCEC 第十二屆的《香港銀行家峰會 2020》首次以 Due to the pandemic, the HKIB Annual Banking Conference 2020, during the Asian Financial Forum. The seminar discussed how 混合模式舉行,參加者分別有在香港會議展 now in its 12th iteration, was the first large scale conference in Hong Hong Kong can enhance its role as an international securitisation 覽中心現場參與,或透過網上平台觀看。今 Kong to be held in a hybrid mode, combining in-person attendance at hub, and how the city’s strengths in finance and business can be 年的峰會因應新冠肺炎疫情嚴峻、地緣政治 HKCEC and virtual attendance. Against this backdrop of COVID-19, leveraged to capture the opportunities in the Asian securitisation 局勢緊張、數碼科技等焦點議題,遂以「行業 along with geopolitical tensions and a pivot to digital technologies, market. We were honoured to have Mr Howard LEE JP, Deputy 蛻變 — 開啟嶄新篇章」為主題,正合時宜。 the HKIB Annual Banking Conference 2020 was aptly themed Chief Executive of the HKMA, as our keynote speaker. “Innovation and Transformation: A Brave New World of Banking”. 峰會以一系列簡報和互動小組討論,深入探 During the seminar, the three organising parties jointly introduced 討銀行業最切身的議題,包括:新冠肺炎如 The conference, which was attended by over 800 participants an industry report titled “Hong Kong – a Securitization Financing 何重塑商業環境、營運模式和勞動市場;金 and covered by 11 media outlets including 7 online newspapers, Hub for Infrastructure and Small and Medium Enterprises”. The 融科技的多方面應用;綠色金融的機遇;大 featured a series of presentations and interactive panel discussions report offered industry players specific recommendations on how 灣區財富管理的發展;形塑未來:金融服務 that delved deeply into the most pertinent issues relevant to the to enhance the city’s financial ecosystem to access institutional 業的創新與轉型;人工智能如何改變銀行服 banking industry. Topics covered at the conference included: how investment capital through securitisation, to key sectors of the 務體驗;監管科技的應用、使用與挑戰;以 COVID-19 is reshaping business, operations and the workforce; the economy, such as infrastructure and small and medium enterprises 及提升銀行業的文化與道德操守。峰會吸引 multiple applications of Fintech; opportunities for green financing; 掃描並瀏覽報告內容 (SMEs). The report discussed ways to capture the opportunities Scan & read the report 了800多人參加,並獲11 家媒體報道,包 the development of wealth management in the Greater Bay Area arising from various infrastructure projects across the region and 括7份網上報章。 (GBA); shaping the future: innovation and transformation in financial to address the financing needs of SMEs. services; how AI is transforming the banking experience; the 今年的峰會聚焦數碼轉型、行業創新及業界 emergence of Regtech – applications, adoptions and challenges; and 新機遇,正好與峰會的混合模式互相呼應。 elevating standards of culture, conduct and ethics in banking.

This year’s conference provided a clear focus on digital transformation, innovation and new opportunities which were actually echoed by its new mode of hybrid delivery.

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 領袖思維網絡研討會 HKIB Thought Leadership Webinar series

在新常態下,業界對網上培訓和行內 In response to the growing need for online training and insight 資訊交流的需求日增,我們遂於7 月推 exchange brought about by the new normal, we launched our 出領袖思維網絡研討會系列,暫代管 Thought Leadership Webinar series in July to keep our members 理人員午餐會系列,讓會員繼續掌握 engaged. 市場動向。 Our first topic in July, “The New Normal: Banking in the Post- 首場網絡研討會邀得兩位業內專家,分 pandemic Era”, invited two industry experts, Mr Medhy SOUIDI 別是來自星展銀行的Medhy SOUIDI先生 from DBS, and Mr Likhit WAGLE from IBM WW, to provide a 以及IBM WW的 Likhit WAGLE先生,以 holistic analysis of how banks should carry out an end-to-end 周文正先生以「建立與時並進的網絡防衛銀行系統」為題的監管演講。 香港銀行學會總經理甘志堅先生在「網絡安全解決方案日2020」上致辭。 Mr Nelson CHOW delivered the Regulatory Keynote Speech on “Fostering a Mr Philip KAM, General Manager – Institute Development of the HKIB delivered the 「新常態:後疫情時代的銀行業」為題, transformation and adopt new business models to navigate Futureproof Cyber-resilient Banking System” opening keynote speech at the HKIB Cybersecurity Solutions Day 2020. 全面剖析銀行應如何進行端到端轉型, the “next normal”. The three subsequent seminars covered 並利用各種新商業模式應對「新常態」。 such thought-provoking and pertinent topics as the impact of 其後三場研討會均探討銀行業最切身的 COVID-19 on the global and regional economies, how AI and data 議題,包括新冠肺炎疫情對全球和區域 analytics can help financial institutions navigate uncertainty and 經濟的影響、人工智能和數據分析可如 tackle complex challenges, and how AI can be used to design 何協助金融機構應對不確定性和處理複 products to better meet customer needs. 34 雜的挑戰,以及如何利用人工智能設計 35 產品以配合客戶需要。

四場領袖思維網絡研討會分別為: The four HKIB Thought Leadership Webinars were:

新常態:後疫情時代的銀行業 2020 年 7 月 24 日 The New Normal: Banking in the Post-pandemic Era 24 July 2020

緊貼轉變中的宏觀經濟前景及風險環境 2020 年 7 月 29 日 Keeping Up with an Evolving Macroeconomic Outlook and Risk Landscape 29 July 2020

年 月 日 研討會分享了有關銀行和金融業界知識和技術解決方案。 發揮人工智能和數據分析的力量與潛能 2020 10 29 The Conference offered a forum to share qualitative knowledge and technology solutions to the banking and finance sector. Harnessing the Power and Realizing the Potential of AI and Data Analytics 29 Oct 2020

未來的銀行業:邁向下一代的客戶服務 2020年10月30日 網絡安全解決方案日2020 HKIB Cybersecurity Solutions Day 2020 Banking on the Future: Moving to Next Generation Customer Services 30 October 2020

網絡安全解決方案日2020於7月在香港 Themed “Cybersecurity Strategies and Practices for Digital 這個全新的網絡研討會系列深受銀行從業員歡迎,參加者接近800人。 會議展覽中心順利舉行,以「網絡安全策 Transformation”, the HKIB Cybersecurity Solutions Day 2020 was This new series of webinars proved extremely popular with nearly 800 attendees joining. 略與數碼轉型實踐」為主題,共有超過 successfully held in July at the Hong Kong Convention and Exhibition 330人參加。由於有現場出席人士,大 Centre (HKCEC) with over 330 attendees. With the large number 會採取一系列防疫措施以保障與會者安 of physical participants, an array of precautionary measures were 全,包括要求所有參與者填寫健康申報 taken to ensure participants were safe. These included a declaration 表、在會場入口測量體溫、與會者全程 of their health status by all participants, temperature checks at the 佩戴口罩、會場內定時消毒及增加社交 entrance, ensuring that masks were worn throughout the event, 距離等。 regular sterilisation of the venue and increased social distancing.

我們邀得金管局金融科技促進辦公室金 The conference welcomed our keynote speaker, Mr Nelson CHOW, 融科技總監周文正先生發表監管演講, Chief Fintech Officer, Fintech Facilitation Office from the HKMA 為研討會一連串富啟發性的演講及討論 to kick-off proceedings. This was followed by insightful speeches 揭開序幕。今年以數碼轉型為主題,特 and discussions throughout the day. This year’s event topic of digital 別有助銀行及金融機構應對新冠肺炎疫 transformation was particularly useful to help banks and financial 情的考驗。 institutions navigate the COVID-19 storm.

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 與監管機構對話: Regulator’s Dialogue: 第十三屆「香港銀行學會傑出財富管理師大獎」 打擊洗錢及恐怖分子資金籌集監察工作的最新發展 Recent Developments in Supervision of Anti-Money Laundering and Counter-Financing of Terrorism 第十三屆「香港銀行學會傑出財富管理師大獎」,由學會及 與監管機構對話專題研討會在2020年 1 月舉行,由金管局 CTgoodjobs合辦,於2020年10月6日假香港會議展覽中心舉 主持,並由香港銀行學會管理,吸引了500多名銀行從業員 Hosted by the HKMA and administered by HKIB, a thematic 行頒獎典禮。大獎於2019年6月啟動,銀行及金融業反應熱 參加。 seminar under the Regulator’s Dialogue Series was held in 烈,共有13個機構,超過100位從業員踴躍參加。大獎旨在 January 2020 and attracted more than 500 practitioners from the 提升銀行及金融從業人員的能力和操守,設立國際認可的資格 金管局的講者包括助理總裁(法規及打擊清洗黑錢)朱立翹女士 banking industry to join the event. 標準,以鞏固香港作為國際金融中心的地位,鼓勵人才持續進 和主管(打擊清洗黑錢及金融罪行)麥敬倫先生,他們向與會者 修,精益求精。 介紹打擊洗錢及恐怖分子資金籌集工作的最新發展。 The speakers from the HKMA, Ms Carmen CHU, Executive Director (Enforcement & AML) and Mr Stewart MCGLYNN, 在三輪評審過程中,近50名評委評核參賽者的書面理財方案 Division Head (AML & Financial Crime Risk) shared the latest 及口頭表述,以篩選得獎者。優勝者名單及「最佳提名機構獎」 trends and developments on Anti-Money Laundering and Counter- 的六間得獎機構在頒獎禮期間公布,頒獎禮嘉賓包括香港特別 Financing of Terrorism. 行政區政府財經事務及庫務局局長許正宇先生JP,及香港金融 香港特別行政區政府財經事務及庫務局局長許正宇先生JP(左三)頒發大獎予各組別得獎者: 36 (左起)A 組:廖梓希先生,香港上海滙豐銀行有限公司;B 組:陳婉婷小姐,香港上海滙豐 37 發展局主席李律仁先生SC。在這值得紀念的日子,我們表揚參 銀行有限公司(機構代表代領);C 組:林猷鱸先生,中信銀行(國際)有限公司。 加者在實踐財務策劃最佳做法方面的努力和成就,嘉許他們對 Mr Christopher HUI JP, Secretary for Financial Services and the Treasury, HKSAR Government (3rd from left) presented the Grand Awards. Winners from left to right: Group A: Mr Jeff LIU, The 香港財富管理業的貢獻。 Hongkong and Shanghai Banking Corporation Limited; Group B: Ms Emily CHAN, The Hongkong and Shanghai Banking Corporation Limited (Representative received the award on behalf); and Group C: Mr Fison LAM, China CITIC Bank International Limited.

The 13th HKIB Outstanding Financial Management Planner Awards

The 13th HKIB Outstanding Financial Management Planner Awards (OFMP Awards), co-organised by the HKIB and CTgoodjobs, was concluded successfully with the Awards Presentation Ceremony held on 6 October 2020 at the HKCEC. Launched in June 2019, the 13th HKIB OFMP Awards received an overwhelming response from the banking and financial industry this year, with over 100 contestants from 13 organisations joining the competition. It is designed to enhance the competency and integrity of banking and finance practitioners by 與專員對話系列:理財有「道」廉政講座 Commissioners Dialogue Series: “Bank on Integrity” setting an internationally-recognised qualification benchmark so as to enhance Hong Kong’s status as an international financial centre and 學會每年都會舉辦的「與專員對話系列」,今年亦改以網上模式 We were able to continue with our Commissioners Dialogue Series encourage talents to continuously learn and improve. 進行。10月份,廉政公署香港商業道德發展中心高級廉政教 even in the pandemic by switching to a virtual mode of presentation. 香港金融發展局主席李律仁先生SC(中)頒發最佳提名機構獎予各獲獎機構的代表,左起:中國 育主任朱慧珊女士主持題為理財有「道」的講座,介紹目前有 The “Bank on Integrity” dialogue was successfully held in October 銀行(香港)有限公司、南洋商業銀行有限公司、大新銀行有限公司、香港上海滙豐銀行有限公 Across 3 rounds of assessment, nearly 50 judges assessed 關銀行運作的法規和監管政策,並提供實用提示及分析個案。 with Ms Mabel CHU, Senior Community Relations Officer, Hong 司、中信銀行(國際)有限公司及花旗銀行(香港)有限公司。 contestants’ written financial proposals and oral presentations in order Top Nomination Awards were presented by Mr Laurence LI SC, Chairman of Financial Services 參與的銀行從業員超過100人,從中獲益良多。 Kong Business Ethics Development Centre, ICAC, on hand to Development Council (middle) to bank representatives: (From left to right) Bank of China (Hong to select deserving winners of the Awards. Winners and six awarded Kong) Limited, Nanyang Commercial Bank, Limited, Dah Sing Bank, Limited, The Hongkong and introduce the current legal and regulatory controls on banking banks of the Top Nomination Awards were announced and awarded Shanghai Banking Corporation Limited, China CITIC Bank International Limited and Citibank operations with practical tips and case studies. Over 100 banking (Hong Kong) Limited. trophies at the Awards Presentation Ceremony, which was graced by practitioners participated in the webinar and enjoyed the fruitful talk. the Guest of Honour, Mr Christopher HUI JP, Secretary for Financial Services and the Treasury, HKSAR Government and Mr Laurence LI SC, Chairman of Financial Services Development Council. It was an event to be remembered as we celebrated and recognised participants’ commitment and achievement in sharing the best practices in financial planning, and to honour the collective efforts which have contributed to Hong Kong’s wealth management industry.

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 第十一屆全國傑出財富管理師大賽 The 11th China Outstanding Financial Management Planner Awards

「全國傑出財富管理師大賽」由中國銀行 Co-organised by the China Banking Association, HKIB and Financial 業協會、香港銀行學會聯同金融時報社 News, the China Outstanding Financial Management Planner 合辦,是國內銀行業界公認的盛事,今 Awards has entered its 11th year as a widely recognised event in 年踏入第十一屆,收到來自48家銀行機 the banking industry, receiving a total of 967 applications from the 構合共967名銀行從業員的參賽申請。 banking practitioners of 48 banking institutions this year.

經過初賽及複賽的嚴格篩選後,決賽面 After a rigorous screening process of the preliminary round and semi- 試表述於10月順利完成。得獎者表現超 finals, the oral presentations for the final round were successfully 卓,我們再次向他們致賀。 held in October. Again, we congratulate the winners on their great achievement.

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香港銀行學會理事會榮譽秘書郭錫志先生Fellow Certified Banker、香港銀行學會行政總裁梁嘉麗女士和 2020 香港資 訊及通訊科技獎:金融科技獎評審委員會首席評判湛家揚 與金融科技獎得獎機構合照。 Group photos of the winners in FinTech Award with Mr David KWOK Fellow Certified Banker, HKIB Honorary Secretary, Carrie LEUNG, Chief Executive Officer, HKIB, and Dr Toa CHARM, Chief Judge for the Hong Kong ICT Awards 2020: FinTech Award.

香港資訊及通訊科技獎2020: Hong Kong ICT Awards 2020: 金融科技獎 FinTech Award

「香港資訊及通訊科技獎:金融科技獎」 The Institute is proud to be the leading organiser for the Hong 旨在表揚銀行及金融業以及資訊科技公 Kong ICT Awards: FinTech Award for five consecutive years since 司的傑出及創新產品和解決方案。學會 its inauguration in 2016. The Awards recognise outstanding and 很榮幸自該獎項於2016年設立以來,連 innovative products and solutions from the banking and finance 續五年成為籌辦機構。 industry as well as IT companies.

今年的金融科技獎頒獎典禮,於2020年 This year’s FinTech Award Presentation Ceremony was 11月在學會順利舉行,有逾60名來賓 successfully held in November 2020 at the Institute with over 60 參加。2020年的金融科技大獎得主是有 attending guests. 2020’s FinTech Grand Award went to Fano Labs 光集團有限公司,該公司同時奪得監管 Limited, who was also the Gold Award winner in the Regulatory 科技及風險管理組別金獎。銀行業務、 Technology and Risk Management stream. The Gold Award winner 保險及資本市場組別及新興解決方案組 in the Banking, Insurance and Capital Markets stream went to the 別的金獎得主分別為香港保險業聯會及 Hong Kong Federation of Insurers (HKFI), while AQUMON took AQUMON。 the Gold Award in the Emerging Solutions stream.

我們有幸邀請到香港銀行學會理事會榮 We were honoured to have Mr David KWOK Fellow Certified Banker, 譽秘書、上海商業銀行有限公司副董事 HKIB Honorary Secretary and Deputy Chairman, Managing 長、常務董事兼行政總裁郭錫志先生 Director and Chief Executive, Shanghai Commercial Bank Fellow Certified Banker 擔任金融科技大獎的 Limited as the award presenter for the Grand Award winner. We 頒獎嘉賓。謹此恭賀所有得獎者,感謝 congratulate all the winners and thank them for their contribution 他們對本地金融科技及資訊與通訊科技 to the local FinTech and ICT industry. 業界所作的貢獻。

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 2020年個人會員人數攀升至 The Institute climbs to nearly 10,000 Individual 接近10,000名 Members in 2020

有賴會員堅定不移的信任和支持,強化 Thanks to the ongoing trust and support from our Members, HKIB 了學會作為銀行業的主要專業機構的認 has strengthened its role as the leading professional body for 受性。年內,我們推陳出新,提升服 Hong Kong’s banking industry in 2020. During the year, we have 務,讓會員在疫情期間持續發展。除了 continuously engaged with our Members through the pandemic and 擴充專業資格至「銀行專業會士」及「銀 improved our services with new initiatives. Along with expanding 會員交流 行專業資歷架構」課程外,我們亦獲委 our range of Professional Qualification Programmes (PQPs) to 任為專業資歷評估機構,廣受業界受學 our Certified Banker (CB) and Enhanced Competency Framework Membership 界肯定,並且加強與行業合作夥伴和會 (ECF) programmes, we have also gained industry and educational 員的聯繫。 institutions recognition with our appointment as a Professional Engagement Qualifications Assessment Agency (PQAA) and boosted our 這些工作成果,推動了個人會員人數增 business partnership and membership connections. 長,2020年底會員人數接近10,000,創 歷史新高,當中包括7,989名專業會員 All these achievements have contributed to the number of Individual 及404名學生會員,其餘為普通會員。 Members growing to the highest on record at just short of 10,000 by the end of 2020. These were 7,989 Professional Members, 404 40 這成績是個里程碑,足證學會與時並 Student Members, and the rest were Ordinary Members. 41 進,見證會員堅定不移的支持,也說明 學會具備公信力,不少銀行從業員均加 This milestone achievement proves the Institute’s commitment to 入成為學會會員。 staying current and agile. It also shows the unwavering support of our Members and our attractiveness to banking practitioners wishing to become part of the HKIB community.

推出FLEX Learning網上培訓計劃 Launch of FLEX Learning virtual classroom training

鑑於政府頒布的防疫措施及指引,我們 Due to the impact of COVID-19, we had to postpone all in-person 曾一度暫停所有面授課程。為了讓銀行 training classes following government guidance. However, we 從業員持續進修,發展專業技能,我們 still wanted banking practitioners to continue to develop their 必須另闢蹊徑,開發另一種培訓方式, professional skills, so an alternative training mode had to be 傳授課程內容。為此,我們在2020年2 created to deliver content. As such, we launched our FLEX 月推出FLEX Learning,以網上互動教室 Learning platform in February 2020. This interactive online 的模式,讓學員在安全的環境下,以方 classroom training allows learners to maintain their training 便他們的模式持續學習。這模式為學員 schedule safely. It also provides an alternative option to complete 提供符合持續專業發展要求的另一學習 CPD requirements which was also introduced in Macao. 途徑,也推及至澳門學員。 儘管今年是不平凡的一年,但我們的會 Despite the challenges this year brought, our membership Members welcomed and were very receptive to the new virtual 員活動依然頻繁。學會以創新及各種渠 engagement went from strength to strength in 2020. We continued 全新的虛擬培訓課程和活動深受會員歡 training and events and, going forward, we aim to build on the 道與會員交流,並吸引更多銀行從業員 to engage our Members in innovative ways, and attracted even 迎,參加人數眾多。我們樂於以這網上 platform and explore other hybrid training options to enhance the 成為新會員。截至2020年底,個人會 more banking practitioners to join us as new Members. The end of 平台為基礎,探討其他混合培訓模式, learning experience even more for Members. 員人數接近10,000名,創歷史新高。有 the year saw our highest number of Individual Members recorded at 在未來進一步提升會員的學習體驗。 這樣的成績,學會在多方面取得的成果 just under 10,000. A number of key accomplishments contributed 固然功不可沒,但持續加強會員參與和 to this success, but a large factor was certainly our ongoing efforts FLEX Learning主要數字 Key FLEX Learning figures 溝通是更重要的因素。 in enhancing the engagement and communication.

這種新培訓模式的受歡迎程度,從報讀 The popularity of this new mode of training is clear to see in the 這一年,我們堅毅不屈,靈活應變,將 In 2020, we remained resilient and agile making great strides to 人數清晰可見。有93%香港和澳門兩地 uptake figures. For Hong Kong and Macao, 93% of learners took 多項會員服務數碼化。我們成功推出 digitise many of our member services. We successfully launched 的學員透過FLEX Learning持續進修, advantage of FLEX Learning with over 14,000 users attending FLEX Learning(虛擬教室及網上學習平 our new FLEX Learning (virtual classroom training and e-learning) 以網上方式參與學會培訓課程和活動的 HKIB training programmes and events virtually. Students on the 台),在疫情期間支援會員及銀行從業 to continue to support our Members’ and practitioners’ ongoing 學員更超過14,000人次。銀行專業會士 CB Programme were particularly enthused with 100% using 員持續進修,超過10,000人次利用這新 learning through the COVID-19 pandemic. More than 10,000 課程的學員更全數選用FLEX Learning FLEX Learning. 途徑增進知識,可見這種學習模式深受 learners took advantage of the new channel over the year proving 上課,反應尤其踴躍。 歡迎。 its popularity.

我們銳意與業界共同成長,加速數碼轉 With our commitment to evolve with the industry and push on 型,期望為會員提供更佳服務,讓會員 with our digital transformation, we hope to provide an even better 以簡單方便的方式參與,吸引更多新面 service to our Members with simplified and more convenient 孔加入學會。 processes and attract even more new faces to the Institute.

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 附錄一 Appendix I

學會委員會

Institute’s Committees (截至2021年5月1日As at 1 May 2021)

行政及財務委員會 Administration and Finance Committee 主席 Chairperson 郭錫志先生,Fellow CB,上海商業銀行有限公司 Mr David S C KWOK, Fellow CB, Shanghai Commercial Bank Limited 學會會員服務全面數碼化 ‘Go Digital’ – full spectrum of HKIB Member services 榮譽司庫 Honorary Treasurer 梁銘謙先生,中國工商銀行(亞洲)有限公司 Mr Peter M H LEUNG, Industrial and Commercial Bank of China (Asia) Limited 為加強會員參與,提升學會活動體驗, To enhance membership engagement and the journey with HKIB, 陳文先生,CB,中國銀行(香港)有限公司 Mr Stephen M CHAN, CB, Bank of China (Hong Kong) Limited 我們年內厲行數碼化。從家居到工作, we have embraced our ‘Go Digital’ concept during the year. From 劉惠民先生,創興銀行有限公司 數碼轉型日益重要;為建立有效率的數 the home to the workplace, digitalisation has grown in importance Mr Felton W M LAU, Chong Hing Bank Limited 碼流程,業界對相關知識與技能的需求 and the related knowledge and skill set are in high demand for 唐漢城先生,Fellow CB,東亞銀行有限公司 Mr TONG Hon Shing, Fellow CB, The Bank of East Asia, Limited 殷切。為此,我們採取多項措施,加強 an effective, efficient and digitised workflow. As such, we are 服務,為會員提供更大彈性。 adopting more initiatives to enhance our services to provide more 內地發展委員會 China Development Committee 42 flexibility to Members. 主席 Chairperson 43 阮國恒先生,JP, FHKIB,香港金融管理局 Mr Arthur K H YUEN, JP, FHKIB, Hong Kong Monetary Authority 實行無紙化,善用數碼溝通渠道 Going paperless and leveraging digital communication 副主席 Deputy Chairperson channels 尹子輝先生,香港金融管理局 Mr Stephen WAN, Hong Kong Monetary Authority 學會致力履行社會責任,減少用紙,並 陳紹宗先生,香港上海匯豐銀行有限公司 Mr Justin S C CHAN, The Hongkong and Shanghai Banking Corporation Limited 採用數碼溝通途徑。我們利用社交媒體 A major part of our ‘Go Digital’ initiative is our social commitment 陳先先生,興業銀行股份有限公司 Mr CHEN Xian, Industrial Bank Co., Ltd. 鼓勵會員參與,包括建立新的微信公眾 to go paperless and digitise our communication channels. We 鄭建崗先生,南洋商業銀行有限公司 Mr K K CHENG, Nanyang Commercial Bank, Limited 號;並正全面升級學會的手機應用程 have been using social media platforms, including a new WeChat 王鎮強先生,中國銀行(香港)有限公司 Mr Danny C K WONG, Bank of China (Hong Kong) Limited 式,以支援所有會員服務。升級服務已 account, to engage with our members and are in the process of 黃漢興先生,Fellow CB,大新銀行有限公司 Mr Derek H H WONG, Fellow CB, Dah Sing Bank, Limited 陸續推出,個人會員已可透過流動應用 fully upgrading our HKIB mobile app, to support the full spectrum 王煥萍女士,MBA, MCIM,東亞銀行有限公司 Ms Wendy W P WONG, MBA, MCIM, The Bank of East Asia, Limited 程式申請續會;日後將增添更多新功能。 of Member services. This is already taking shape as Members can now renew their Individual Memberships via the app and more 金融科技委員會 Financial Technology Committee 2021年,我們將繼續支持環保,包括 new functions will follow. 代理主席 Acting Chairperson 推出全面數碼化的雙月會刊《今日銀行 鄭志珊先生,上海商業銀行有限公司 Mr Burton CHENG, Shanghai Commercial Bank Limited 業》,在可持續發展的道路上邁進。 We will continue to work on more green and sustainable 鄭維章先生,恒生銀行有限公司 Mr Herman CHENG, Hang Seng Bank, Limited services in 2021, including plans to offer a fully digital version 鍾惠儀女士,大新銀行有限公司 Ms Betty W Y CHUNG, Dah Sing Bank, Limited of our bi-monthly industry journal, Banking Today, as part of our 馮學偉先生,渣打銀行(香港)有限公司 Mr Tommy FUNG, Standard Chartered Bank (Hong Kong) Limited sustainability roadmap. 劉英豪先生,東亞銀行有限公司 Mr Howard Y H LAU, The Bank of East Asia, Limited 梁建文先生,MH,亞銀國際金融集團 Mr Michael K M LEUNG, MH, BOA International Financial Group 林慧虹女士,香港上海匯豐銀行有限公司 Ms Luanne H H LIM, The Hongkong and Shanghai Banking Corporation Limited 吳銘豐先生,星展銀行(香港)有限公司 Mr Matthew NG, DBS Bank (Hong Kong) Limited 鮑克運先生,香港金融管理局 Mr Colin POU, Hong Kong Monetary Authority Nailesh SHAH先生,花旗銀行(香港)有限公司 Mr Nailesh SHAH, Citibank (Hong Kong) Limited 謝組南女士,交通銀行(香港)有限公司 Ms Jada C N TSE, Bank of Communications (Hong Kong) Limited 王國良先生,創興銀行有限公司 Mr Arthur K L WONG, Chong Hing Bank Limited 追蹤我們以獲得最新消息 Follow HKIB to stay updated 未來銀行業委員會 Future Banking Committee 主席 Chairperson 阮國恒先生,JP, FHKIB,香港金融管理局 Mr Arthur K H YUEN, JP, FHKIB, Hong Kong Monetary Authority 副主席 Deputy Chairperson 何漢傑先生,JP,香港金融管理局 Mr Daryl H K HO, JP, Hong Kong Monetary Authority 陳穆娜女士,中國光大銀行股份有限公司香港分行 Ms Fanny M N CHAN, China Everbright Bank, Co., Ltd., Hong Kong Branch 鄭碧玲女士,中國銀行(香港)有限公司 Ms Lisa P L CHENG, Bank of China (Hong Kong) Limited 林藹欣女士,香港銀行公會代表 Ms Betty LAM, Representative, Hong Kong Association of Banks (香港上海滙豐銀行有限公司) (The Hongkong and Shanghai Banking Corporation Limited) 戴小群女士,香港金融管理局 Ms Denise S K TAI, Hong Kong Monetary Authority 黃綺麗女士,花旗銀行(香港)有限公司 Ms Fiona Y L WONG, Citibank (Hong Kong) Limited 黃小玲女士,渣打銀行(香港)有限公司 Ms Florence S L WONG, Standard Chartered Bank (Hong Kong) Limited

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 學會委員會(續) 學會委員會(續) Institute’s Committees (Con’t) (截至2021年5月1日As at 1 May 2021) Institute’s Committees (Con’t) (截至2021年5月1日As at 1 May 2021)

會籍及專業發展委員會 Membership and Professional Development Committee 考試評審委員會 Examination Moderating Sub-Committee 主席 Chairperson 主席 Chairperson 黃漢興先生,Fellow CB,大新銀行有限公司 Mr Derek H H WONG, Fellow CB, Dah Sing Bank, Limited 姚寶燦先生,FHKIB,香港銀行學會榮譽顧問 Mr Eugene P C IU, FHKIB, Honorary Advisor, The Hong Kong Institute of Bankers 陳繼紅女士,招商永隆銀行有限公司 Ms Beryl K H CHAN, CMB Wing Lung Bank Limited 副主席 Deputy Chairperson 鄭麗娜女士,星展銀行(香港)有限公司 Ms Ella L N CHENG, DBS Bank (Hong Kong) Limited 陳永豪博士,香港大學 Dr Alex CHAN, The University of Hong Kong 文偉成先生,中信銀行(國際)有限公司 Mr Stephen MAN, China CITIC Bank International Limited 副主席 Deputy Chairperson 文月晶女士,CAMLP,中國建設銀行(亞洲)股份有限公司 Ms Rita MAN, CAMLP, China Construction Bank (Asia) Corporation Limited 潘明慧女士,三菱UFJ 銀行 Ms Sybil POON, MUFG Bank, Ltd. 副主席 Deputy Chairperson 顏婷女士,中國工商銀行(亞洲)有限公司 Ms YAN Ting, Industrial and Commercial Bank of China (Asia) Limited 丘健祥先生,FHKIB,海誼投資管理有限公司 Mr Richard YAU, FHKIB, Integrated Investment Management Limited 唐雪橋女士,東亞銀行有限公司 Mr Doris S K TONG, The Bank of East Asia, Limited 陳仲源先生,職業訓練局 Mr CY CHAN, Vocational Training Council 張瑋女士,香港上海匯豐銀行有限公司 Ms Carol W ZHANG, The Hongkong and Shanghai Banking Corporation Limited 44 陳榮輝先生,越秀企業(集團)有限公司 Mr William CHAN, Yue Xiu Ent (Holdings) Ltd 45 鄭志強先生,香港恒生大學 Mr Kenneth CHANG, Hang Seng University 出版事務委員會 Publications Sub-Committee 趙承志先生,CB Mr Edmond CHIU, CB 主席 Chairperson 李建英先生,Euroclear Bank Hong Kong Branch Mr Esmond K Y LEE, Euroclear Bank Hong Kong Branch 蔡澤寶先生,CB, CFMP Mr CHOY Chak Po, CB, CFMP 副主席 Deputy Chairperson 何昊洺博士,聯合評級國際 Dr Stan HO, Lianhe Global 陳鳳翔博士,MA, MSc, MBA,香港城市大學 Dr Wilson CHAN, MA, MSc, MBA, City University of Hong Kong 高兆麟先生,光大新鴻基有限公司 Mr Alan KO, Everbright Sun Hung Kai Company Limited 林文河先生,香港恒生大學 Mr Patrick LAM, The Hang Seng University of Hong Kong 黎淑文女士,富邦銀行(香港)有限公司 Ms Myra LAI, Fubon Bank (Hong Kong) Limited 梁嘉麗女士,香港銀行學會 Ms Carrie LEUNG, The Hong Kong Institute of Bankers 林佩珊博士,職業訓練局 Dr Rami LAM, Vocational Training Council 甘志堅先生,香港銀行學會 Mr Philip KAM, The Hong Kong Institute of Bankers 林日輝博士,活資有限公司 Dr Yat Fai LAM, CapitaLogic Limited 黃偉民先生,財資市場公會理事會成員 Mr Peter WONG, Member of Executive Board, Treasury Markets Association 羅文華博士,CB, CFMP Dr Norman LAW, CB, CFMP 楊意堅博士,香港浸會大學 Dr Angus YOUNG, Hong Kong Baptist University 李昌輝博士,CFMP,職業訓練局 Dr Fred LI, CFMP, Vocational Training Council 李兆棠先生,中銀國際控股有限公司 Mr Simon LI, BOC International Holdings Limited 專業標準及考試委員會 Professional Standard and Examination Board 李少景先生,香港城市大學專上學院 Mr Stanley LI, Community College of City University 副主席 Deputy Chairperson 盧大榮博士,活資有限公司 Dr Jason LO, CapitaLogic Limited 陳劍青女士,香港金融管理局 Ms Carrie K C CHAN, Hong Kong Monetary Authority 文慧敏女士,CB, CAMLP,瑞士嘉盛銀行 Ms Debbie MAN, CB, CAMLP, Bank J. Safra Sarasin Ltd 陳紹樂先生,CB,華僑永亨銀行有限公司 Mr Amos CHAN, CB, OCBC Wing Hang Bank Limited 王世偉教授,安睿國際律師事務所 Prof Kingsley ONG, Eversheds Sutherland 馮兆明先生,Hon. Fellow (HKIB),香港銀行學會榮譽顧問 Mr Philip S M FUNG, Hon. Fellow (HKIB), Honorary Advisor, The Hong Kong Institute of Bankers 梁翠芬博士,香港理工大學 Dr Elvy PANG, The Hong Kong Polytechnic University 姚寶燦先生,FHKIB,香港銀行學會榮譽顧問 Mr Eugene P C IU, FHKIB, Honorary Advisor, The Hong Kong Institute of Bankers 潘偉東先生,企業安全方案有限公司 Mr Keith POON, Corporate and Security Solution Limited 林志民先生,上海商業銀行有限公司 Mr Cartier LAM, Shanghai Commercial Bank Limited 卜永挺先生,CB, CRWP,中信銀行(國際)有限公司 Mr PUK Wing Ting, CB, CRWP, China CITIC Bank International Limited 梁建文先生,MH,亞銀國際金融集團 Mr Michael K M LEUNG, MH, BOA International Financial Group 蕭宏貞女士 Ms Violet SIU 宋若蘊女士,香港上海匯豐銀行有限公司 Ms Rachel Y W WEI, The Hongkong and Shanghai Banking Corporation Limited 辛建國先生,香港房屋協會 Mr Darron SUN, Hong Kong Housing Society 鄔柏健先生,創興銀行有限公司 Mr Clement P K WOO, Chong Hing Bank Limited 鄧志強先生,CB Mr Alexander TANG, CB 謝雲龍先生,中國銀行(香港)有限公司 Mr Carlos TSE, Bank of China (Hong Kong) Limited Mr Kan WAN,香港大學 Mr Kan WAN, University of Hong Kong 尹嘉偉先生,香港按揭證券有限公司 Mr Patrick WAN, Hong Kong Mortgage Corporation 韋錦邦先生,CB,法國巴黎銀行香港分行 Mr Joseph WEI, CB, BNP Paribas Hong Kong Branch 黃光愛女士,CB,職業訓練局 Ms Esther WONG, CB, Vocational Training Council 黃志堅先生,東勝旅遊集團有限公司 Mr James WONG, Orient Victory Travel Group Ltd 黃澤森博士,香港城市大學 Dr Michael WONG, City University of Hong Kong 黃金成先生,智慧資源管理顧問有限公司 Mr Philip WONG, Wisdom Resources management Consultant Limited, HK and Singapore 嚴景昭先生,教育及培訓中心 Mr Benny YIM, Education & Training Centre 余永棠博士,香港理工大學 Dr Bosco YU, The Hong Kong Polytechnic University 翁科忠先生,職業訓練局 Mr Wilson YUNG, Vocational Training Council

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 附錄二 Appendix II

機構會員 機構會員

Corporate Members (截至2021年5月1日As at 1 May 2021) Corporate Members (截至2021年5月1日As at 1 May 2021)

ABN AMRO BANK N.V. 恒比銀行 Habib Bank Zurich (Hong Kong) Limited 中國農業銀行股份有限公司香港分行 Agricultural Bank of China Ltd., Hong Kong Branch 恒生銀行有限公司 Hang Seng Bank Limited 天星銀行有限公司 Airstar Bank Limited 香港金融管理局 Hong Kong Monetary Authority 新聯銀行(香港)有限公司 Allied Banking Corporation (Hong Kong) Limited 豐隆銀行香港分行 Hong Leong Bank 螞蟻銀行(香港)有限公司 Ant Bank (Hong Kong) Limited 工銀標準銀行 ICBC Standard Bank PLC 澳門商業銀行股份有限公司 Banco Comercial de Macau, S.A. ICICI Bank Limited Banco Santander, S.A., Hong Kong Branch 中國工商銀行(亞洲)有限公司 Industrial and Commercial Bank of China (Asia) Limited 智定銀行香港代表辦事處 Banco Security - Hong Kong Representative Office 中國工商銀行(澳門)股份有限公司 Industrial and Commercial Bank of China (Macau) Limited 盤谷銀行有限公司 Bangkok Bank Public Company Ltd 興業銀行股份有限公司 Industrial Bank Co., Ltd 瑞士嘉盛銀行香港分行 Bank J. Safra Sarasin Ltd., Hong Kong J.P. Morgan Securities (Asia Pacific) Limited 46 47 中國銀行(香港)有限公司 Bank of China (Hong Kong) Limited JPMorgan Chase Bank, National Association 交通銀行(香港)有限公司 Bank of Communications (Hong Kong) Limited LGT Bank AG, Hong Kong Branch 交通銀行股份有限公司香港分行 Bank of Communications Co., Ltd. Hong Kong Branch Livi Bank Limited 加拿大豐業銀行 Bank of Nova Scotia 澳門國際銀行 Luso International Banking Ltd 上海銀行(香港)有限公司 Bank of Shanghai (Hong Kong) Limited 馬來亞銀行有限公司香港分行 Malayan Banking Berhad (Maybank Hong Kong) 新加坡銀行有限公司 Bank of Singapore Limited, HK Branch 澳門金融管理局 Monetary Authority of Macao 臺灣銀行香港分行 Bank of Taiwan Hong Kong Branch 摩根士丹利亞洲國際有限公司 Morgan Stanley Asia International Limited 永豐商業銀行股份有限公司 Bank Sinopac Mox Bank Limited Barclays Bank PLC 三菱UFJ 銀行 MUFG Bank, Ltd. 法國巴黎銀行香港分行 BNP Paribas Hong Kong Branch 南洋商業銀行有限公司 Nanyang Commercial Bank, Limited 中銀國際控股有限公司 BOC International Holdings Limited 國民西敏寺資本市場銀行有限公司 NatWest Markets PLC 東方匯理財富管理 CA Indosuez (Switzerland) SA 王道商業銀行股份有限公司 O-Bank Co., Ltd. 國泰銀行 Cathay Bank 華僑永亨銀行有限公司 OCBC Wing Hang Bank Limited 國泰世華商業銀行香港分行 Cathay United Bank Company Limited 八達通卡有限公司 Octopus Cards Limited 中信銀行(國際)有限公司 China CITIC Bank International Limited 歐力士(亞洲)有限公司 ORIX Asia Limited 中國建設銀行(亞洲)股份有限公司 China Construction Bank (Asia) Corporation Ltd 華僑銀行 Oversea - Chinese Banking Corporation Ltd 中國光大銀行股份有限公司(香港分行) China Everbright Bank Company Limited (Hong Kong Branch) 平安銀行股份有限公司香港分行 Ping An Bank Co., Ltd. Hong Kong Branch 廣發銀行股份有限公司香港分行 China Guangfa Bank Co. Ltd., Hong Kong Branch 平安壹賬通銀行(香港)有限公司 Ping An OneConnect Bank (Hong Kong) Limited 招商銀行香港分行 China Merchants Bank, Hong Kong Branch 印尼國家銀行 PT. Bank Negara Indonesia (Persero) Tbk 中國民生銀行股份有限公司 China Minsheng Banking Corporation Limited 大眾銀行(香港)有限公司 Public Bank (Hong Kong) Limited 浙商銀行股份有限公司(香港分行) China Zheshang Bank Co., Ltd (Hong Kong Branch) 大眾財務有限公司 Public Finance Limited 集友銀行 Chiyu Banking Corporation Limited Punjab National Bank 創興銀行有限公司 Chong Hing Bank Limited 上海商業銀行有限公司 Shanghai Commercial Bank Ltd. 聯昌銀行有限公司 CIMB Bank Berhad 渣打銀行(香港)有限公司 Standard Chartered Bank (Hong Kong) Ltd 花旗集團 Citibank NA State Bank of India 招商永隆銀行有限公司 CMB Wing Lung Bank Limited 美國道富銀行香港分行 State Street Bank and Trust Company 德國商業銀行香港分行 Commerzbank AG, Hong Kong Branch Sumitomo Mitsui Trust Bank, Limited 法國工商銀行 CREDIT INDUSTRIEL ET COMMERCIAL 臺灣中小企業銀行香港分行 Taiwan Business Bank Hong Kong Branch 大新銀行有限公司 Dah Sing Bank, Limited 大生銀行有限公司 Tai Sang Bank Limited 星展銀行(香港)有限公司 DBS Bank (Hong Kong) Limited 大有銀行有限公司 Tai Yau Bank Ltd 德意志銀行 Deutsche Bank AG 東亞銀行有限公司 The Bank of East Asia, Limited 德國中央合作銀行香港分行 DZ Bank AG Deutsche Zentral-Genossenschaftsbank 紐約美隆銀行香港分行 The Bank of New York Mellon, Hong Kong Branch 瑞士盈豐銀行股份有限公司 EFG Bank AG 香港上海匯豐銀行有限公司 The Hongkong and Shanghai Banking Corporation Limited Erste Group Bank AG 多倫多道明銀行香港分行 Toronto-Dominion Bank, Hong Kong Branch First Abu Dhabi Bank PJSC 印度聯合銀行 Union Bank of India 富邦銀行(香港)有限公司 Fubon Bank (Hong Kong) Ltd 大華銀行有限公司 United Overseas Bank Ltd 富融銀行有限公司 Fusion Bank Limited 匯立銀行有限公司 WeLab Bank Limited Goldman Sachs Asia Bank Limited 眾安銀行有限公司 ZA Bank Limited 香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 附錄三 Appendix III

關聯成員 學會提供之公開課程及研討會

Corporate Affiliates (2020/2021) (截至2021年5月1日As at 1 May 2021) List of Public Programmes and Seminars

亞銀金融集團有限公司 BOA Financial Group Limited 專業資格課程 Professional Qualification Programmes 中國銀行業協會 China Banking Association Certified Banker (CB) Mar | Jul | Aug | Sep 福建金融學會 Fujian Finance Society Certified Banker (CB Stage II) Jun | Sep | Nov | Dec 香港專業教育學院 Hong Kong Institute of Vocational Education Mar | Apr | Jun | Jul | Sep | Nov (沙田、柴灣、黃克競及觀塘) Certified Banker (CB Stage I) (Sha Tin, Chai Wan, Haking Wong & Kwun Tong) Dec 江蘇省銀行業協會 Jiangsu Banking Association Enhanced Competency Framework (ECF) on Anti-Money Laundering and Mar | Aug | Nov 遼寧省銀行業協會 Liaoning Banking Association Counter-Financing of Terrorism (Professional Level) 香港恒生大學 The Hang Seng University of Hong Kong Enhanced Competency Framework (ECF) on Anti-Money Laundering and Jan | Mar | Apr | May | Jun | Jul H3C Technologies Co. Limited Counter-Financing of Terrorism (Core Level) Aug | Sep | Oct | Nov | Dec Enhanced Competency Framework (ECF) on Credit Risk Management (Professional Level) Sep 48 Enhanced Competency Framework (ECF) on Credit Risk Management (Core Level) Mar | Jul | Sep | Oct 49 Enhanced Competency Framework (ECF) on Cybersecurity (Core Level) Apr | Jun | Sep | Nov | Dec Enhanced Competency Framework (ECF) on Retail Wealth Management (Professional Level) May | Aug | Sep | Oct | Nov | Dec Enhanced Competency Framework (ECF) on Retail Wealth Management (Core Level) May | Jun | Aug | Sep | Oct | Nov Certified Private Wealth Professional (CPWP) Module 2 – Mar | Jun | Jul | Aug | Sep Ethics and Compliance Refresher Programme 證書課程 Certificate Programmes Certificate in Fintech Management in the Greater Bay Area Aug - Sep Certificate in Corporate Finance Services Sep - Oct 持續專業發展 / 持續培訓 / 持續專業培訓 CPD/CPT/OPT Programmes

合規 Compliance Manage AML Risk in Banking Context Part I - AML Directives, with focus on 2020 implementation Jan | Aug Manage AML Risk in Banking Context Part II - Regulation vs Risk Culture Mar | Aug AML in Fintech Industries Mar | May | Oct Manage AML Risk in Financial Industry Part IV - Sanction, Compliance Trend, Global & Mar | Jul Regional AML Pertinent Rule & Recent Cases Manage AML Risk in Banking Context Part III - OFAC, Compliance Trend & Regional AML Laws Apr | Jul KYC and Customer Documents Review for Corporations in Asia Apr Lessons Learnt from AML Enforcement Actions since the Enactment of the AMLO Apr | Jul | Oct | Dec Adopting AML Control in Mitigating Tax Evasion Risk Apr | Jun KYC Refresher - Best Practices and Practical Examples in Apr | Jun | Oct Adopting the Most Updated HKMA AMLO Guidance and HKAB FAQ Internal Audit in Financial Institutions May | Aug | Nov Essence of Regulations and AML in Virtual Assets May Workshop on Transaction Screening, Transaction Monitoring and May Suspicious Transaction Reporting under AML Requirements Data Protection (Part II) Jun Anti Bribery and Corruption programme for banks and financial institutions Jun CRS & FATCA Global Implementation as of 2020 and Ahead Jun A Refresher on Professional Ethics and Compliance Jun Risk Management on eBanking and Remote Onboarding Sep Virtual Assets Regulations and AML Risk Management Sep Manage Global Sanction with most recent cases sharing in 2020 Sep | Nov US Sanctions on HK - Inconvenience or Impact Oct AML/CFT Refresher Training Oct COVID-19 and AML Measures Oct | Dec Global Trend on AML Regulatory Regime based on US & UK AML models Oct

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 學會提供之公開課程及研討會(續) 學會提供之公開課程及研討會(續) List of Public Programmes and Seminars (Con’t) List of Public Programmes and Seminars (Con’t)

How to Make Anti-Money Laundering Risk Well Managed in 2020 & Ahead? Nov 風險管理 Risk Management Sanction Compliance and 2020 cases Nov Bank Culture Reform - Why this matter? Jan Virtual Banking Security & Data Protection Regulation in a Global Context Nov Bank Culture Reform Jul Practical Tips for Transaction Monitoring and Suspicious Transaction Reporting Dec Financial Intelligence and Investigation Aug (with Case Studies) Managing Operational Risk in Banking Context Oct Common Fallacies in AML/CFT Risk Management in the Local Banking Industry Dec Fraud Prevention with Mainland China Business Exposures in view of Banking Corporate Governance Oct (with Case Studies) 軟技能和管理技能 Soft Skills & Management Skills The Need-to-know for an MLRO Dec Achieving 100% growth via mindpower innovation Jan 企業和商業銀行 Corporate and Commercial Banking 可持續銀行 Sustainable Banking Trends of Money Laundering Activities in Trade Finance Apr 50 Why Climate Change Matters so much to Banks and Bankers Aug 51 Trends of Money Laundering in International Trade Finance (Case Workshop) Jul Certificate in Corporate Finance Services Sep 職業導向講座及校園計劃系列 Career Talks and School Projects Series 海外私募基金運作實務 Nov Get to Know the Industries with QF: Smart Banking (2019-2020) - HSBC Archive Jan 信貸風險管理 Credit Risk Management Career Talk for CUHK - How to Plan Your Banking Career Now? May Counter-Party Credit Risk Management for Financial Institutions Apr | Aug Career Talk for UOW College Hong Kong (formerly Community College of City University) - Enhancing Nov 跨境服務 / 大灣區業務 Cross-border / GBA Business Banking as a Profession QCBP_內地金融要領系列課程(一):中國銀行業法律法規概要 Aug Get to Know the Industries with QF: Smart Banking (2020-2021) - HKMA Dec 跨境理財通風險與趨勢 Sep | Nov 與專員對話系列 Commissioners Dialogue Series 粵港澳大灣區的金融業務機遇前瞻 Oct | Dec Bank on Integrity Oct 金融科技 Fintech 領袖思維網絡研討會系列 HKIB Thought Leadership Webinar Series Cloud Computing: First Step in IT Audit Planning on Cloud Platforms Feb The New Normal: Banking in the Post-pandemic Era Jul Managing Fintech and Compliance Risks in Banking Feb | Mar | Aug Keeping Up with an Evolving Macroeconomic Outlook and Risk Landscape Jul Managing Cyber Risk and Cyber Credibility in eKYC Feb | Jul Harnessing the Power and Realizing the Potential of AI and Data Analytics Oct Online Payment Security Apr Banking on the Future: Moving to Next Generation Customer Services Oct Developments in Virtual Banks Aug Free Topical Seminar 專題講座 Fintech Services Riding on Artificial Intelligence Sep The launch of “Hong Kong – a Securitisation Financing Hub for Infrastructure and Small and Medium Central Bank Digital Currency (CBDC), Digital Assets and Blockchain Oct Jan Enterprises" Fintech Transformation in Banking - Regulatory Track and Challenges Ahead Nov HKIB x HKCS Webinar - How Virtual Banks Square off in Traditional Banking Model Sep Blockchain in Banking 2020 Dec Communications Workshop: Communicate with Stakeholders Effectively in Challenging Times Dec 零售和私人銀行 Retail and Private Banking 業界峰會系列 Industry Conference Series Ethics and Practical Application of Legal and Regulatory Requirements for Private Banking Mar | Jul | Sep Cybersecurity Solutions Day 2020 Jul Risk Management, Risk Governance and Risk Culture of Private Wealth Management Institutions Mar | Jul | Sep HKIB Annual Banking Conference 2020 Sep Regulatory Regime in Hong Kong and Requirements on Sale of Investment Products Mar | Jun | Aug 監管舉措系列 Regulatory Initiatives Series Relevant Laws and Regulations relating to Client Engagement and Relationship Building Mar | Jun | Sep Regulator’s Dialogue: Recent Developments in Supervision of AML/CFT in Private Banking May Jan Anti-Money Laundering and Counter-Financing of Terrorism Selling and Suitability - PWM Practical Guide and Updates Jun | Sep AML/KYC - Practical Onboarding Guide for PWM in HK/PRC Jul | Aug | Nov Tax Haven for Private Wealth Management Jul

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 附錄四 Appendix IV 附錄五 Appendix V

中國內地、台灣及澳門培訓課程 銀行專業會士考試獲獎名單 Mainland China, Taiwan and Macao Programmes Certified Banker Examination Prize List

課程 地區 日期 《銀行專業會士》考試優異生

持續進修課程 Top Candidates for Certified Banker Examination 2020年環球宏觀趨勢分析及資產配置策略分享(視像教室) 澳門 3月 Module Sponsor Bank Top Candidates Organisations 疫境同行 • 線上加油陽光心態培訓(視像教室) 澳門 5月 1st Diet 2020 銀行反洗黑錢與廉潔金融(視像教室) 澳門 6月 Operational Risk Management Shanghai Commercial Bank Ltd NGAN Hon Yin Nanyang Commercial Bank, Limited 粵港澳大灣區的金融業務機遇前瞻(視像教室) 澳門 8月 2nd Diet 2020 QCBP_內地金融要領系列課程(一)中國銀行業法律法規概要(視像教室) 澳門 8月 The Hongkong and Shanghai The Hongkong and Shanghai 客戶關係與營銷管理(視像教室) 澳門 月 Banking Law and Practice LEE Hoi Man 10 Banking Corporation Limited Banking Corporation Limited 銀行從業員專業操守講座(年資1年或以下的新入職同事)(視像教室) 澳門 11月 在疫境中與持份者保持有效溝通(視像教室) 澳門 月 52 12 《銀行專業會士(中級)》考試優異生 53 「專業財富管理師」課程 Top Candidates for Certified Banker (Stage II) Examination 專業財富管理師 - 第一階段(視像教室) 澳門 4月 專業財富管理師 - 第一階段(視像教室) 澳門 5月 Module Sponsor Bank Top Candidates Organisations 專業財富管理師 - 第一階段(視像教室) 澳門 6月 2nd Diet 2020 Standard Chartered Bank 專業財富管理師 - 第一階段(視像教室) 澳門 7月 Business and People Management WONG Wai Sze The Bank of East Asia, Limited (Hong Kong) Limited 專業財富管理師 - 第二階段 澳門 8月 專業財富管理師 - 第二階段 澳門 9月 《銀行專業會士(初級)》考試優異生 專業財富管理師 - 第二階段(視像教室) 澳門 10月 Top Candidates for Certified Banker (Stage I) Examination 專業財富管理師 - 第二階段(視像教室) 澳門 11月 「銀行專業會士」課程 Module Sponsor Bank Top Candidates Organisations 銀行專業會士(初級)(視像教室) 澳門 4月 1st Diet 2020 銀行專業會士(初級)(視像教室) 澳門 5月 Bank of Communications Co., Ltd. CHEUNG Lok Yee Chong Hing Bank Limited Professional Ethics and Compliance Hong Kong Branch CHAU Hiu Ching Bank of China (Hong Kong) Limited Bank of Communications Co., Ltd. LAM Pak Chi Chong Hing Bank Limited Fundamentals of Banking Hong Kong Branch WONG Andrew Chi Yan United Overseas Bank Limited China Construction Bank (Asia) Fundamentals of Accounting WONG Wai Sze The Bank of East Asia, Limited Corporation Ltd. Industrial and Commercial Risk Management CHIN Cassandra Lok Mei The Bank of East Asia, Limited Bank of China (Asia) Limited 2nd Diet 2020 LI Ka Kit CMB Wing Lung Bank Limited Bank of Communications Co., Ltd. Fundamentals of Banking Bank of Communications Co., Ltd. Hong Kong Branch LAU Yee Ting Hong Kong Branch China Construction Bank (Asia) Fundamentals of Accounting CHENG Chun Hei The Bank of East Asia, Limited Corporation Ltd. China Construction Bank (Asia) HUI Kar Shun Introduction to Banking Law Bank of China (Hong Kong) Limited Corporation Ltd. YEUNG Lok Shing Industrial and Commercial China Top Grade Wealth Management Risk Management WANG Andi Bank of China (Asia) Limited Co Ltd

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 附錄六 Appendix VI

銀行專業會士考試獲獎名單(續) 2020年獲頒授專業資格人士名單 Certified Banker Examination Prize List (Con’t) New Designation Holders in 2020

3rd Diet 2020 新「 銀 行 專 業 會 士」 Bank of Communications Co., Ltd. LI Ka Kit CMB Wing Lung Bank Limited Professional Ethics and Compliance New Certified Banker (CB) Hong Kong Branch WAN Hin Ming Herman The Bank of East Asia, Limited Bank of Communications Co., Ltd. CHOW Chun Yin Fundamentals of Banking LAI Tsz Lam Ashley Bank of China (Hong Kong) Limited Hong Kong Branch 新「 銀 行 專 業 會 士( 中 級 )」 China Construction Bank (Asia) Fundamentals of Accounting NG Tsz Ching United Overseas Bank Limited New Certified Banker (CB Stage II) Corporation Ltd. China Construction Bank (Asia) CHAK Ting Hin Kennly HO Chun Man Benjamin LO Yue TSANG Gabrielle Man Yan YIP Chun Kai Introduction to Banking Law WONG Koi Wa CMB Wing Lung Bank Limited Corporation Ltd. CHAN Wai HO Kwok Sze Calvin MIN Jinjin TSANG Ka Ho YU Ka Chun Kelvin Industrial and Commercial Bank of Risk Management HO Chun Yee The Bank of East Asia, Limited CHOI Kwok Man LI Dik Chung NGAN Hon Yin WONG Wai Ching Alice YUNG Ho Yin China (Asia) Limited 54 CHUNG Wing Yee LIM LIM Yu Tin SEETO Jay Ronnie WONG Wai Yi 55

《銀行專業會士(初級)》考試新生獎 新「 銀 行 專 業 會 士( 初 級 )」 Freshman Prize Winners for Certified Banker (Stage I) Examination New Certified Banker (CB Stage I)

CHAN Sin Yee HU Minghua LAU Yee Ting WONG Hon Man YUNG Ho Yin Sponsor Bank Top Candidates Organisations CHEUNG Yuk Yue HUNG Hiu Ting Tiffany LAW Isaac Kwok Kiu Benedict WONG Pak Ho ZHENG Mingyu HO Carmen HO Carmen KONG Holly Ho Yeng LUO Wei Heng WONG Wai Ying ZHENG Yining Nanyang Commercial Bank, Limited KONG Holly Ho Yeng The Bank of East Asia, Limited HO Chun Man Benjamin KWOK Tsz Hin LUO Yinsong WONG Yin Hung Yin Hung LEUNG Hoi Tung Daisy HO Sin Hang Brian LAU Wai Yin NG Hoi Ling YU Ka Chun Kelvin 新「認可反洗錢專業人員」 香港中資銀行業協會冠名贊助-香港銀行學會「優異學生會員進修獎勵計劃」 New Certified AML Professional (CAMLP) Scholarship for Outstanding Student Member AU Wai Lam CHOI Fuk Hung LAI Feeda LIU Wai Lam Phyllis TSAI Wan Chen AU Yat Ho CHOI Kit Man LAI Man Chung Oscar LIU Wai Yee TSANG Wing Hei Sponsor Bank Top Candidates Organisations CHAN Chi Kwong CHOI Wai Kit Winnie LAI Pak Hei LO Kam Yin TSE Cheuk Yee Cheryl China Construction Bank (Asia) WONG Ping Yu CHAN Chun Sing CHOW Chun Hang LAM Yau Chung LU Cheng Tao TSE Pik Man The Chinese Banking Association of Hong Kong Corporation Limited CHAN Hau Ying Hollister CHU Shing Lai LAM Suet Ping LUI Chi Ning TSE Sai Kwong FONG Tsz Leung The Bank of East Asia, Limited CHAN Man Ning Luna CHUANG Che Ming LAM Tsz Wing LUI Kit Wa WAN Tsz Ming CHAN Nga Wun CHUNG Hau Lun LAU Lai Har LUK Kwan Kin WONG Chi Kwong CHAN On Sung CHUNG Siu Yeung LAU Lai Kwan Salima MA Itria Yat Hung WONG Ka Lai CHAN Sik Ha CHUNG Tik Lam LAU Li Man MAK Edward WONG King Leung CHAN Siu Ching CHUNG Wing Yee LAU Ming Chun Jeffrey MAU Yat Kwai WONG Pak Yu CHAN Sze Ki Aqueous FOK Yat Yen Stephanie LAU Wing Shing George MOK Ho Yin Louis WONG Suet Kuen CHAN Sze Man Donna FONG Hiu Wa LAU Ying Kit NG Pik Sai WONG Tsz Shan Karina CHAN Ting Hin Leo FONG Ka Chiu LEE Che Hung NGAI Cho Ki WONG Tsz Toa CHAN Wai Lun FONG Wing Shing LEE Cheng Hsien NGAN Kai Ming WONG Wai Ling Rose CHAN Wai Tak GAUR Manoj LEE Chun Yin NGAN Wing Kei WONG Wai Lun William CHAU Cho Lin GOT Loktin LEE HO Shun Ocean SIU Ngo Tsz WONG Yan Lok Charles CHAU Ming Kwan GUO Zenghui LEE Ka Kit SIU Yan Lun WONG Yu Ching Queenie CHENG Chi HARDMAN Timothy Jeffery LEE Man Keung SY Wai Yan WU Ka Man CHENG Ho HO Ting Wai LEE Wing Hong SZE Chun Kit WU King Leung CHENG Ka Ki HO Yin Ting LEONG Un Kuan TAM Chi Kong Samuel WU Wing CHEUNG HO HUNG Chiu Lin LEUNG Chin Yung TAM Siu On WUN Chun Leung CHEUNG Pak Wing HUNG Chun LEUNG Hong Ching TAM Wai Lok Ivan YAU Tyler CHEUNG Sze Sze IP Koon Tung LEUNG Ka Kit TANG Wing Hong YIP Erica CHEUNG Ting Fung KAN Wing Woon LEUNG Sze Yuen TANG Wing Nam YIP Shun Kit CHEUNG Tsz Kin KI Seung Fun LEUNG Wilson TONG Chun Ki YIP Yan Kit CHEUNG Yiu Chee KWAN Ho Yin Horace LI Ting Yan TONG Ho Cheong YU Chi Ho CHO Cheuk Yan KWAN Ming Yip LI Tsz Yan TONG Man Na Angela CHOI Chun Ping Jason KWAN Yi Nga Eos LIN Fung Kiu TSAI Ieng Ieng 香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 2020年獲頒授專業資格人士名單(續) 2020年獲頒授專業資格人士名單(續) New Designation Holders in 2020 (Con’t) New Designation Holders in 2020 (Con’t)

新「反洗錢專業人員」 CHAN Tsun Yuen CHENG Chun Wai CHEUNG Lai Ping Lorna CHOI Bun Po Lucy CHU Shiu Hong New Associate AML Professional (AAMLP) CHAN Wai Cheong CHENG Chung Ting Venus CHOI Chi Tak Douglas CHU Wai Kit AU Moray Patrick CHEUNG Tsun Kit KONG Kai Kei LO Cheuk Wai TAO Shiu Hin CHAN Wai Fu CHENG Chung Yin CHEUNG Lok Man Winnie CHOI Ching Lam CHU Wing Fai AU Yuen Pui CHEUNG Tsz Him KONG Ping Wai LO Hiu Fung Gilbert TONG Kai Kit CHAN Wai Kwan Doris CHENG Fai CHEUNG Man Kwong CHOI Ho King CHUA Tai Wee AYUBA Gideon Nanmwa CHEUNG Tsz Kwan KU Yan Ling LO Ming Ho TSANG Cheuk Kuen CHAN Wai Wa CHENG Hui Ming Jenny CHEUNG Man Lap CHOI Ka Fai CHUA Zhi Wei BAE Gijong CHIANG Long Ying KWOK Hei Lok LO Pui Yu TSANG Hei Yiu Nixon CHAN Wai Yin CHENG Ka Chi CHEUNG Man Piu CHOI Ka Wing CHUANG Man Yee CHAIR Yuen Shan CHICK Wai Yin KWOK Ming Lun LO William Wai-Yin TSANG Hiu Tung CHAN Wai Yin Cindy CHENG Ka Lok CHEUNG Man Sum CHOI Kar King CHUEN Kwok Leung CHAN Chun Man CHIN Chi Kin KWOK Yiu Wai LO Wing Yue TSE Cheuk Kin CHAN Wendy CHENG Ka Lung CHEUNG Mei Fan Tiffany CHOI Kin Hang CHUI Man Kit CHAN Chung Kiu Heather CHING Kam To KWONG Wing Sum LO Woon Ling TSE Man Wai CHAN Wing Hong CHENG Kam San CHEUNG Mei Ting CHOI Mau Keung CHUI Sze Ka Bianca CHAN Hau Man Teresa CHIU Eva Yee Wah LAI Hin Yan LO Yeung Yeung TSING Man Chiu Matthew CHAN Wing Hong CHENG Lai Man Florence CHOI Shu Man CHUI Yat Leong 56 57 CHAN Hiu Fai CHIU Yee Nga LAI Mei Kwan LO Yik Yue TSUI Chik Sum CHAN Wing Shan CHENG Man Chung CHEUNG Oi Wah Eva CHOI Wing Tin CHUI Yun Keung Rikki CHAN Hiu Fung CHO King Lung LAM Ching Yi LUI Yee Yiu Wyler TSUI Hei Yan CHAN Wing Yee CHENG Man On CHEUNG Pak Yeung CHOI Wing Yue Gladys CHUNG Cheuk Wa CHAN Hiu Pan CHO Ming Sum LAM Hong Yat LUI Heung Ping TSUI Wai Nam CHAN Ya Wei CHENG Sik Yuen Peter CHEUNG Shoung Howe CHOI Yee Lan Elaine CHUNG Chun Piu Samuel CHAN Hiu Tung CHOI Ting Fai Maggie LAM Kit Chi LUI Ka Ling WAN Nga Yung CHAN Yee Ling Michael CHONG Chi Wai CHUNG Hei Cheung CHEUNG Shuk Yee CHAN Hiu Yan Sadonna CHOI Yau Ming LAM Kit Yee LUK Shiu Tak Teresa WANG Chun CHAN Yin Mei CHENG Suk Nga CHONG Fong Ngai Frankie CHEUNG Siu Ling CHAN Io Kit CHONG Ching Kin LAM Man Sze LUNG Yiu Tung WONG Chi Kwan CHAN Yip Wai William CHENG Wai Leung CHONG Po Chun CHUNG Ken Chit Ming CHEUNG Sung Luen CHAN Jia Huei CHOW Ho Ming LAM Man Yi MA Cheuk Him WONG Chun Lung CHAN Yiu Ming CHENG Wai Tat CHONG Sai Ho Cyrus CHUNG Siu To James CHAN Ka Kit CHOW Ho Ting Vivian LAM Po Ming MA Hing On Derek WONG Chung Ming CHAN Yue Chun CHENG Wing Kei CHONG Sieow Luan CHUNG Tsz Wah CHEUNG Ting Him Timmy CHAN Ka Lok CHOW Kai Ho LAM Pui Hin MA Sik Kam Darren CHAN Yuen Tung CHEONG Chee Hong CHONG Wai Ming CHUNG Wai Kit CHEUNG Wai Ho CHAN Ka Man CHOW Sai Hung LAM Shing Chak MADAR Solomon Husain WONG Fun Fun Christine CHEUK Ho Yin CHOO Cheok Min CHUNG Wilson CHEUNG Wai Yung CHAN Ka Yiu Alexander LAM Wing Yi Catarina MAK Hiu Pan WONG Hei Yi CHANG Chau Lee Joshua CHEUK Kwai Kuk CHOW Chi Ho CHUNG Wing Ching CHEUNG Wing Keung CHAN Kin Kuong CHOW Sze Ngai LAM Yu Hong MAK Ka Man WONG Jin To CHANG Hon Sat CHEUK Pik Yiu CHOW Elaine Winnie CHEUNG Yeuk Ying CHAN Kwok Yan CHOW Wing Cheung LAU Ka Yi TANG Yat Long CHANG Kam Ling Nicole CHEUNG Chi Fung CHOW Hang Tai CHUNG Yiu Ho Eric CHEUNG Yiu Cheong CHAN Lok Man CHOW Wing Yi LIN Rong TANG Zhaohui CHANG Kwun Piu Terence CHOW Ho Chun COEROLI Florence Window Dorothee Noellie CHEUNG Tse Shan Betty KONG Chin Wang LIU Jiapeng TAO Dawn CHANG Yen Lian CHEUNG Chi Pong CHOW Ka Chun CHEUNG Yiu Kei CRETOT Christophe CHANG Yi-chung CHEUNG Chi Wai CHOW Kai Ming Gary 新「認可信貸風險專業人員(商業信貸)」 CHEUNG Yuen Kar Pierre CHATEL Cedric Maurice CHEUNG Chi Wang New Certified Credit Risk Management Professional (Commercial Lending) (CCRP(CL)) CHOW Kok Wai CHEUNG Yuen Ting DAI Chunjie CHAU Chiu Han Louisa CHEUNG Chuk Ting CHOW Kwok Wai ABAD FAU DE CASA AU-YEUNG Jonathan Chi CHAN Ching Yan CHAN Ka Yi CHAN Mei Chee Amy CHEW Kuei-ch'uan CHEUNG Chun Ip DE TOLDI Frederic JUANA Victor Him CHAU Lai San Lisa CHOW Lok Man Charlotte CHAN Chiu Ting CHAN Kai Sing CHAN Min Ning CHIANG Bun CHEUNG Chung Yan Pierre Marie AHMED Amairah Farheen AU-YEUNG Kwai Ying CHAU Fung Yee Dora CHOW Nok Wai CHAN Cho Kwan CHAN Kai Yan CHAN Oi Chun CHIANG Lok Man Cally CHEUNG Galleo DELATTRE Gwenael AHN Siseon AU-YEUNG Ming Yee CHAU Hiu Fung CHOW Pak Ho CHAN Chun Hung CHAN Kai Yip Kenneth CHAN On Kwan Maurice CHIANG Siu Lun Alan CHEUNG Hoi Wai Pierre Gerard ALLARS Robert James Anny CHAU Yin Cheung Ada CHOW Pui Ching CHAN Chun Kee CHAN Kam Leung CHAN On Wai James CHIM Lai Fong CHEUNG Hoi Yan DEMUYNCK Michel AO Chi Kuan AU-YEUNG Yuen Kay CHAUVE Ariane Isabelle CHOW Tan Wa CHAN Chun Kit CHAN Kam Tim CHAN Sai Yan CHIN Kar Yee Flora CHEUNG Hung Wai John R. B. AU Ho Yan BAKER Lee Anne CHEE Lee Kuen CHOW Wai Hung CHAN Chun Leung CHAN Kei Chi CHAN Shu CHIU Hock Ying Castle CHEUNG Ka Ho DENG Jie AU How Lam BERNARDO Jessie CHEE Sze Wai Rowanna CHOW Wing Hong CHAN Chung Tat CHAN Kim Ming Simon CHAN Shu Wing CHIU Sin Wai CHEUNG Ka Lam DENG Yining AU Kam Chiu BORGIA Louis Victor CHEN Chien Ting CHOW Wing Hong CHAN Fai CHAN Kin Mei CHAN Shuet Ying CHIU Siu May CHEUNG Ka Lok DIAU Ren Ti AU Sheung Hei Jean CHEN Chiu Liang CHOW Yiu Hang CHAN Fong Chu CHAN Kin Shing CHAN Shuk Wah CHIU Tsz Yin CHEUNG Ka Lung DUONG Tong Pheng AU Sin Him Jansky CAI Shujue Lisa CHEN Ding Tina CHOY Mei Ki Maggie CHAN Hei CHAN Koon Cheong Den CHAN Shuk Yu Mary CHIU Wai Keung Jimmy CHEUNG Ka Sin AU Soong Chun Jenny CAI Siya CHEN Guoqun CHOY Wang Sing Vance CHAN Hing Chi Kenji CHAN Kwan Bo Douglas CHAN Sik Wa Michael CHIU Wai On ENGLE Granville Napier CHEUNG Ka Wing AU Tsang Pui CAO Huimin CHEN Hiu Lan Grace CHU Calvert CHAN Ho Fai CHAN Kwok Fat CHAN Siu Hong CHIU Wing Sze FAN Chun Fai Chevy CHEUNG Kai Keung AU Wing Pong Frankie CARMONA David CHEN Hsiung Jung CHU Chi Pong CHAN Ho Lam Elle CHAN Kwok Shing CHAN Siu Yin CHIU Yu Hin FAN Fei CHEUNG Kai Ming AU YEUNG Hong Kee CHAN Chak Ming CHEN Hung Chih CHU Chun On CHAN Ka Chun CHAN Kwok Yan CHAN Siu Ying CHO Che Chung FAN Lulu CHEUNG Kin Kwok AU YEUNG Miu Shan CHAN Chak Pan CHEN Man Sun CHU Fung Lin CHAN Ka Ho CHAN Lik Ting CHAN Siu Yung CHO Eun Ji FANG Jie Emily CHAN Chei Kin CHEN Sharon CHEUNG Kin Sang CHU Hoi Kam Angelina CHAN Ka Kit CHAN Man Hing CHAN Suk Ngo Sarah CHO Koon Kay FANG Lei AU-YEUNG Cheuk Fai CHAN Chi Cheong CHEN Xinshu CHEUNG Kin Yip CHU Ka Chi CHAN Ka Lai CHAN Man Tat CHAN Sze Lok CHO Siu Ying FOK Cham Man Stanley AU-YEUNG Chi CHAN Chi Fung CHEN Yan Ki CHEUNG King Lun CHU Kai Leung CHAN Ka Wing CHAN Man Wai Mark CHAN Tik Man CHO Wai Sing FOK Ka Yan CHAN Chi Wai CHEN Yu-yuan CHEUNG Kwok Chung AU-YEUNG Chui San CHAN Ka Wing CHAN Man Yu CHAN Ting King CHU Kit Yi Daniel CHOI Angela FONG Ching Yin CHAN Chi Wang Michael CHENG Chi Kong CHU Kwan Lim

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 2020年獲頒授專業資格人士名單(續) 2020年獲頒授專業資格人士名單(續) New Designation Holders in 2020 (Con’t) New Designation Holders in 2020 (Con’t)

FONG Hoi Sing HO Pui Ching HUI Ka Kit KIEW Mei Fong LAI Annie On Yee LAM Man Yin LAU Pak On LEE Hoi Cheong Andy LEUNG Hau Yuen LI Nan FONG Hsien Chen HO Yee Fong HUI Kau Hung KIM Eun Jeong LAI Chan Kwong LAM Mei Lan Marlene LAU Po Chi Cynthia LEE Ju Hui LEUNG Hok Wang Simon LI Pak Ho FONG Ka Hang HO Chi Fung HUI Kin Leung Samuel KIM Eunsoo LAI Chi Ho LAM Miu On LAU Pui Man LEE Ka Tsun Carlton LEUNG Jenny Ching-yee LI Ping FONG Lai Yuen HO CHUN Derek HUI King Leuk KING Ho Man LAI Chi Ming LAM Ngai LAU Pui Shan Cindy LEE Kai Ming LEUNG Ka Ho Adain LI Pui Wang FONG Tsz Kit HO Chun Wai HUI Siew Ying KO Ho Yeung LAI Chi Wah LAM Pui Kit LAU Sau Ping Lunetar LEE Kar Man LEUNG Ka Kan LI Sing Ching Sonia FONG Yik Ming HO Chun Yin HUI So Ping KO Kenny Kay Bun LAI Ching Yin Lucy LAM Shang King LAU Shuk Yu LEE Kei Kau LEUNG Kai Chung LI Siu Ying Alice FONG Yu Chun HO Hung Wai Osbert HUI Sui To Jason KO Man Ho LAI Chun Ming LAM Shu Li LAU Siu Hung LEE Kevin LEUNG Kai Hang Vincent LI Tai Fu Frederick FOO Sai Ting HO Ka Man HUI Sun Lam KO Pui Sze LAI Ha Ping Lucy LAM Sung Pan LAU Sui Yin LEE Lok Yan Cheryl LEUNG Kai Hong LI Tung Wan FOO Suan Chit HO Kar Man Vicky HUI Yiu On KO Tsz Yin LAI Hang Kin LAM Sze Ken Kenneth LAU Tim Chuen LEE Lung Sang LEUNG Kei Lee LI Wai Nin FOONG Wai Keong Collin HO Kin Wai HUNG Cheuk Wan KO Wai Cheung Stephen LAI Ka Kin LAM Sze Ting LAU Wai Chi LEE Man Kit Simon LEUNG Kin Yau Simon LI Yanfen 58 59 FRIGARD Bertrand Elie HO King Yu HUNG Chi Tat KOJIMA Nobuaki LAI Ka Wang LAM Sze Wai LAU Wing Han Bonnie LEE Man Tzu LEUNG Kwai Cheung LI Yuen Man Francois HO Kit Wing HUNG Chi Yung KONG Chi Hang LAI Kam Chuen LAM Tat Sang Victor LAU Wing Hong LEE Mei Ling LEUNG Kwok Ho LI Yun FU Luk So HO Kwok Wai HUNG Heung Yeung KONG Chun Kwok LAI Kar Yin LAM Wai Hong LAU Wing Ka Harmony LEE Oi Yee Lisa LEUNG Kwok Man LIANG Fengyi FU Pui Kwan HO Lai Nga Amy Hanman KONG Kin Yip LAI Kin Bon Kenny LAM Wai Kit Elvis LAU Wing Na LEE Ping Kwan Eric LEUNG Kwok Sing LIAO Jian Wei FU Sau Wai HO Pak Kwan HUNG Hiu Yu KONG Ying LAI Kin Ming LAM Wai Kwan Seikey LAU Wing Yin Winnie LEE Ping Wah LEUNG Lok Man LIE Pong Cheong FU Ye HO Pak Nin Kenneth HUNG Hok Mui KOO Mei Sheung LAI Kwok Ching Shirley LAM Wai Leung LAU Yat Hung LEE Po Kam LEUNG Lok Ming LIESSE Albin Michel FUNG Chui Man HO Pui Lai Irene HUNG Jing Hay Beverley KOON Yeung Yeung LAI Lap Wai Larry LAM Wai Sze LAU Yeung Fun LEE Sau Man LEUNG Man Ting Philippe FUNG Ka Wong HO Sai Chu HUNG Man Yung KU Bun LAI Ping Fun Francis LAM Wan Hei Simon LAU Yin Kwan LEE Shek Hay LEUNG Po Lung LIM Jin Woon David FUNG Kin Shing HO Sheung Kit HUNG Shek Ho KU Wai Man Raymond LAI Tik Fung LAM Yan Yi LAU Yuet Fong LEE Shirley Ling Wai LEUNG Pui Yan Lesley LIM Lap Sing FUNG King Shing HO Sum Wah HUNG Sin Yee KUI Ka Man LAI Wai Ming LAM Yu Ching LAU Yuk Suen LEE Shun Chee LEUNG Siu Ling LIM Poh Choo FUNG Kit Man HO Tony HUNG Wai Man KWAN Mo Ki LAI Wai Tsun Paul LAM Yuen Nei LAU Yung LEE Siu Hong LEUNG Tsz Wai LIM Yung Ngai Andy FUNG Kwok Cheung HO Wai Chun HUNG Wing Yip KWAN Kwok Yiu LAI Wai Tung Christy LAM Yuen Ping LAW Chan Shang LEE Siu Kei LEUNG Wai Man LIN Bi FUNG Pui Yi HO Wing Sze HUYNH Jacques Yiu Phei KWAN Pak Keung Denny LAI Wing Chi LAM Yuen Sang LAW Chung Wing LEE Tai Fai LEUNG Wai Man LIN Cheng Tsung FUNG Terence Chun Nok HO Wing Sze Ada HWANG Huey Wen KWAN Sai Cheung LAI Wing Kit LAM Yuet Ophelia LAW Ho Yan Bianca LEE Tak Kwong Peter LEUNG Wai Ming LIN Chia Hsin FUNG Tsz Kin HO Yee Chui Candice HWANG Sheng Wen KWAN Sze Wai LAI Yan Tung Iris LAMBILLON Gregory LAW Hon Leung LEE Tat Ho LEUNG Yan Sing LIN Chia-yi Grace FUNG Tsz Yeung HO Yin Ching Teresa IP Chu Hei Xavier KWAN Yiu Chung LAI Yuk Lun Jacques B. Christopher LEE Tsz Keung LEUNG Yiu Kwong LIN Chun Hung FUNG Wai Shin Simon HO Yui Chi IP Koon Tung KWOK Chor Lung LAM Chak Ming LAPORTE Laurent Rafael LAW Hung Luen LEE Wai Chuen LEUNG Yuen Fung LIN Ju Fong FUNG Wai Yip HO Yui Keung IP Kwok Chuen KWOK Chun Hin LAM Cheuk Hon Anthony LAU Bing Chung LAW Jessie Yat-see LEE Wai Ho Jimmy LI Chang Yu LIN Qing FUNG Wing Chung HON Man Kwong IP Wah Hon KWOK Gary LAM Chi Chung Benjamin LAW Kai Hong LEE Wai Keung LI Chi Ho LIN Zhipeng FUNG Wing To HORNG Sz-chi IVANOV Momchil Milenov KWOK Hoi Yan Belinda LAM Chi Leung LAU Chi Ming LAW Kwok Sung LEE Wai Ko LI Chi Wing LIN Zhiyang FUNG Yuen Yi Terry HOSHINO Ryosuke IWAMOTO Naoki KWOK Ka Leong LAM Chi Wai LAU Chi Shing LAW Kwok Wa LEE Wing Shan LI Chia Ming LING Chi Ming GASSER Ulrich HSIEH Chih Pin JANG Dong Shik KWOK Kit Mai Millie LAM Ching LAU Ching Sang LAW Kwong Wing LEE Wing Ying Wallis LI Chin Chiu LING Pei Zhi GOH Siu Yin HSU Cheng Hsing JIANG Tao KWOK Lap Pong Andy LAM Ching Wah LAU Chun Kit LAW Sek Hei LEE Yew Shiuan LI Chun Kok Thomas LIT Yin Shing GONZALEZ LEON Pablo HSU Wen Tsu JIANG Zhihong KWOK Siu Wing LAM Ching Yee LAU Chun Tat Laurence LAW Shun Hing LEE Yin Ha LI Florence LIU An Chang GORE David Edward HSU Yuan Hung JIM Pok To Francis KWOK Tak Yin Matthew LAM Ching Ying Cindy LAU Chung Yin LAW Siu Ping LEE Yui Min Jasmine LI Hengxing LIU Cheuk Ying GU Lishan HU Jielan JING Yehao KWOK Tan Ying LAM Chiu Pui LAU Ho Man LAW Tak Him LEE Yuk Ling LI Hon Ming Ken LIU Ka Wun Karen GU Yin Chun HU Liangjun KAN Pak Nin KWOK Wai Yip LAM Chun Man LAU Hoi Yan Ada LAW Wai Nga LEONG Cheok Fong LI Hong Wang LIU Kin Kwok Vincent GUO Bin HU Yingzheng KAN Wai Tung KWOK Wan Man LAM Chun Po LAU Jane Chee Yan LAW Warren Andrew LEONG Eng Kiat LI Ka Po LIU King Ting HA Hoi Wai Sam Kai KAR Sze Wing KWOK Wing Kai LAM Chun Yeung LAU Ka Hung Christopher LESKAU Norman LI Kuo Liang LIU Kit Ho HA Yiu Kong HUANG Li KASEGER Melanie KWOK Yat Yu LAM Hing Lun LAU Kai Chung LEE Chao Yi Kelly LEUNG Chak Man LI Kwan Ho LIU Xiaodong HAGIO Yuichi HUANG Rui KATSURA Takahiro KWONG Chi Fai LAM Ho Fun LAU Kai Yee Kenny LEE Cheung LEUNG Chi Chi LI Kwan Yiu LO Angel HALL Marcus Richard HUANG Xiaoxuan KAUSHIK Aditya KWONG Chi Him LAM Hon Kwan LAU Kar Yan LEE Cho Yi LEUNG Chi Chiu LI Kwun Ming LO Chia-Mei HALLER Jean-thomas HUEN Wai Ling KAWAGUCHI Sosuke KWONG Chi Ho LAM Hon Tai LAU Kin Ming LEE Chung Yi LEUNG Chi On George LI Li LO Chun Pong Richard Louis Clement HUI Chi Hao KAY Li Ka Amy KWONG Ka Ki LAM Kam Chow LAU Kwok Fai LEE Fung Ying LEUNG Chi Pun LI Linfeng LO Hiu Ming HAU Wing Yu HUI Chun Wai KAZAMA Kei KWONG Kin Chiu LAM Kar Lai Lilian LAU Leung Kit LEE Helen LEUNG Chuk Kwan LI Man Wai LO Hoi Ching HENG Puay Cheng HUI Fu Ming Victor KE Yu Jen Lawrence LAM Kiu Sang LAU Man Kay LEE Hiu Fai Lionel LEUNG Chun Fai LI Mei Yue Yvonne LO Hon Fai Edwin Florence HUI Hing Chi Henry KEUNG Ka Yam KWONG Wing Tuen LAM Lei Nar LAU Ming Fung Stephen LEE Ho Kwong LEUNG Gee Hin Matthew LI Ming Fan LO Ka Chi HEUNG Miu Lin HUI Hung Wai KEUNG Shuk Man KWUN Yuet Lai Angela LAM Man Yin LAU Miu Yin Lily LEE Hock Beng Robyn LI Mingxia LO Ka On

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 2020年獲頒授專業資格人士名單(續) 2020年獲頒授專業資格人士名單(續) New Designation Holders in 2020 (Con’t) New Designation Holders in 2020 (Con’t)

LO Man Him MA So Lin NG Chi Ngong O Yan Kwok SHI Qunming SUN Jianfeng TOA Chi Ying TSUI Kam Ho WONG Chiu Fai WONG On Yuk LO Man Yau MA Yin Mi May NG Chi Pang OH You Kyoung SHIH Ming Yang SUN Kai Chung TONG Ching Wai Eric TSUI Kin Chung WONG Cho Yan Charing WONG Pak Yue Daniel LO Po Yee MABILLE Patrick Marie NG Geoffrey Chuk-ho OKURA Yuichi SHIH Tan Mei SUN Sin Man Lirranna TONG Pui Ying TSUI Lai Ha WONG Chun Kwok WONG Ping Hang LO Pui Kit Christian NG Hau Chu OMURA Ryo SHIH Yung Ching SUNG Chun Kit TONG Shing Yan TSUI Man Chi Mannix WONG Chun Sing Roy WONG Pui Shan LO Pui Kwan MAHFOOZ Hamza NG Hei Chun OSSOWSKI Mathias SHING Sze Kei SZETO Ho Yin Jeffrey TONG Shu Yuan TSUI Man Ho WONG Chun Wai WONG Pui Sze LO Sin Man Farrukh NG Hing Yue PANG Ching Yee SHING Tin Yau Gordon TAKATANI Keiko TONG Tsz On TSUI Wing Sang Maria WONG Chung Yue WONG Pui Ying LO Wai MAK Hon Fai NG Hoi Yan PANG Chungho Peter SHUM Tsz Pun TAKEHARA Takeaki TONG Wai Kong TSUI Ying Chi WONG Clara WONG Rebecca Wai-yun LO Wai Lam MAK Kai Wing NG Ka Kui Sidney PANG Ka Chun SHUM Wai Kin TAM Chak Kwan TONG Yee Ling TUNG Ka Man WONG Hing Fung WONG Sau King Nora LO Wai Man MAK Kam Hung Teldy NG Ka Lun PANG Ka Sin SHUM Wai Sing TAM Hei Pui TONG Yiu Pong David TYAGI Ankit WONG Hiu May May WONG Shan LO Yan Kei MAK Kin Chung NG Kam Shing PANG King Chun Wendy SHUM Yung Yung Lily TAM Hin Fai TSAI Chin I VAISHNAV Tapan WONG Ho Man WONG Siu Fan 60 61 LO Yat Sang MAK Kin Pun NG Kam Wing PANG Yan Leong SIA Tiffany Rodriguez TAM Ka Kit Alexander TSAI Ka Man VEN Harvey WONG Ho Yan WONG Siu Fung LO Ying Chu MAK King Wah NG Kar Wing Rita PANG Yat Lun SIEW Suk Ching TAM Kai Ming TSANG Chi Ho WAH Sze May Queenie WONG Ho Yin WONG Siu Tat LO Yu Yeung MAK Ngo Sze Alvan NG Kwan Ho Kevin PANG Yuen Yee SIN Chui Yin TAM King Yau TSANG Chiu Ho WAI Man Kit WONG Hon Kit WONG Stephanie LOH Kwai Kuk MAK Shek Lun NG Kwan King PAU Wan Ching SIN Hiu Hei TAM Kuen Ping TSANG Chiu Ming WAN Chi Yin Queenie WONG Ka Chun Mei-chung LOK Kwok Yiu MAK Sheung Kan Daniel NG Kwok Kui PEI Tao SIN Hon Ngai TAM Kwok Leung TSANG Ka Ho WAN Chung Chui WONG Ka Chun WONG Sui Lun LOK Lai Mai MAK Tin Long NG Kwun Ting PENG Te-lin SIN Ka Kui TAM Lik Pun TSANG Ka Lun Karen WAN Hon Keung Charles WONG Ka Hang WONG Sze Long LOK Lily MAK Wai Hung NG Lok Hang Pierre Jean SIN Shu Kai TAM Ming Kit TSANG Kin Ting WAN Ka Lung WONG Ka Ho WONG Tai Chung LOO Tak Wai Betty MAK Wai Yee NG Ming POH Kuan Khiaw SIN Wai Hung TAM Sai Lok TSANG King WAN Kai Kwong Darren WONG Ka Keung Edward WONG Tak Wai Johnny LOU Man Lung MALIK Neha NG Ming Cheung Michael PONG Chi San SIN Wui Hang TAM Siu Man TSANG Kok Cheung WAN Kwok Hung Hosand WONG Timothy Tin-Chi LU Wai Hung MALLO Daniel NG Moon Fai PONG Kwun Chu SIN Yuen Yee TAM Wai Chung Abby TSANG Ting Tung WAN Wai Ki WONG Ka Po WONG To Theo LU Wei MAN Hung Kit NG Pooi Chew POON Cheuk Lai SIT Wing Sze Rosa TAM Wai Fong TSANG Wai Yee WAN Yuen Leung WONG Ka Po Simon WONG Tsz Ching LU Wing Man Melissa MAN Kai Yu NG Shing Pan POON Chung Keung Eric SIU Hin Fai TAM Wai Keung TSANG Wun Chi Kenneth WONG Ka Wai WONG Wai Hong LU Xinyan MAN Wai Ming William NG Shiu Yin Mika POON Kin Keung SIU Kei Man TAM Yin Ting TSANG Yan Na WANG Huan WONG Ka Wai WONG Wai Shan LUANGSOMBOON MAR Kenneth Jason NG Siu Ching POON Kwok Wai SIU Kin Chung TAM Yu Sang TSANG Yuen Shan WANG Liang WONG Ka Yan WONG Wang Wood Atichart MATSUOKA Koji NG Tin Yan POON Man Ching SIU Mei Chun TAM Yu Yan TSANG Yuk Wai WANG Lu WONG Ka Yan Grace WONG Weng U LUI Chi Lik MCKENZIE Thomas NG Tsz Ho POON Pak Ho SIU Pui Yung Lily TAM Yuen Fun Elaine TSANG Yuk Yee WANG Ningyi WONG Ka Yu WONG Wing Cheung LUI Chui Ming Charles John NG Tsz Yan Gloria POON Pui Pui SIU Wan Chi TAN Chun Siang Edmund TSE Chi Kin WANG Pan WONG Kah Siong WONG Wing Hei LUI Chung Wai MING Yiu Tim NG Wai Lun POON Pui Sze SIU Yat Wan TAN Eugene TSE Ho Yin Derek WANG Wei WONG Kai Chun WONG Wing Lam LUI Kit Man MO Hin Ping NG Wai Man POON Shiu Chung Andy SIU Yau Mei Amy TAN Eugene Sanchez TSE Ka Wing Calvin WANG Weiliang Philemon WONG Yam Hon LUI Lok Ki MOK Chuen NG Wai Wing Philip POON Tsz Yeung SLIGHT Quentin Myles TANG Chun Man TSE Kar Ming Anthony WANG Xi WONG Kai Hym Nicholas WONG Yam Shun LUI Mung MOK Hon Kit NG Wai Yin POON Wai Kit SO Ching Shun Joe TANG Chung Pui TSE Kin Hung WANG Xiao Peng WONG Kar Ngai WONG Yau LUI Pik Wah MOK Ka Hei NG Wei Jie POON Wai Yan SO Ka Ki TANG Ip Hang TSE Kin Wing WANG Xuejun WONG Kelvin Man-wing WONG Yau Ping LUI Tin Chung MOK Kai Wa NG Wing Hong POON Wai Yin Vivian SO Kim Hung Thomas TANG Kai Wing TSE King Chak WANG Yan WONG Ki Fai Kenneth WONG Yee Chun LUI Wing Kit MOK Kam Lun NG Wong Chu POON Yik Yu SO Kit Wan Shirley TANG King Kuen TSE Lok Ting WANG Yu Ting WONG Kin Hei WONG Yeuk Shuen LUI Yee Wai MOK Lau Keung NG Yan PU Chun Yu SO Lok Sang TANG Kit Yue Kitty TSE Man Tat WATT Ka Kin WONG Kin Leung Eric WONG Yu Fung LUK Hilda Hiu-Wa MOK Siu Hong NG Yat Fung PUN Chi Ming SO Man Shing TANG Kwok Fu TSE Ming Chun Dennis WEI Ning WONG Kin Long WONG Yuen Ying LUK Man Ho MOTOSUGI Tomoko NG Yeung Chung Victor PYO Jungbin SO Man To TANG Shuk Wai TSE Pak Man WILLIAMS Gareth WONG Kin Ning Tommy WOO Bong Lam John LUK Po Lun MUI Siu Kwan NG Yi Ting QIAN Kun SO Seung Nga Susanna TANG Sin Ling TSE See Muk Simon WONG Yin Ying WONG Kuen Kuen WOO Chun Kong LUK Yuen Pui Bonnie MUNRO Gavin Malcolm NG Yin RABILLER Mathieu SO Siu Man TANG Tze Kin TSE Wai Kit WONG Ann Tsui Tang WONG Kwai Lam William WOO Chun Sang LUNG Siu Ping NAGAI Yuji NG Yuk Hang Henry SAN Wing SO Wing Ki Jessica TANG Wai Cheung TSE Wing Shan Calvin WONG Betsy WONG Kwai Shing WOO Ho Ting LUO Zhongjie NAKAO Yohei NGAI Kwok Yu SEE Yiu Wai SO Wing Kit TANG Wai Yi TSE Wing Sing Vincent WONG Chak Wang Ricky WONG Kwan Ngai WOO Pak Yan Eli MA Heung Yeung NAKATANI Shuhei NGAI Ming Ki SETHI Sandeep SO Wing Lun TANG Yiu Tsung TSE Yun Fu WONG Charles Chi Lai WONG Lai Ming WU Kwok Chi MA Kwai Fun Joanne NG Bik Che NGOI Mei Chan Sylvia SHEIR Hay Tak SO Yik Ching TENG Mark Chinghan TSENG Chia Hsun WONG Cheuk Hang WONG Man Bun WU Lin Ping MA Kwun Chi NG Biu Yu Jimmy NISHIKAWA Toru SHEK Ting Cheong SONGWANICH Sanida TIK Hin Wing TSENG Tai Tsan WONG Chi Cheong WONG Man Yu WU Wan Hong MA Shun Chih NG Chak Ming NISSEN Bernard SHEK Wan Lam SUEN Kin Fai TIN Shui Lun TSING Fan Fu Tsar WONG Chi Wai WONG Ming Ang Xaviour WU Xinwei MA Siu Ha NG Cheuk Lun Chris Theodoor Albert SHEN Luyi SUEN Kin Kwok Frankie TING Kit Man TSOI Yuen Heung WONG Chi Wang WONG Ming Sai WU Yu Chi MA Siu Man NG Cheuk Yiu NIU Yin SHEN Sung Hsien Yves SUEN Yuen TING Tiffany Wai Man TSUI Chi To Stephen WONG Ching Chuen WONG Nga Chi Queenie WU Yundi MA Siu Wah NG Chi Ming O Man Pan SHEUNG Mei Mei May SUJANANI Shalini Shivan TO Chun Yu TSUI Hang Yu WONG Ching Yu WONG Nga Man

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 2020年獲頒授專業資格人士名單(續) 2020年獲頒授專業資格人士名單(續) New Designation Holders in 2020 (Con’t) New Designation Holders in 2020 (Con’t)

WUN Chung Yung YEUNG Poon Lap ZENG Ya Syuan 新「認可信貸風險專業人員(信貸組合管理)」 Christine YEUNG Ronny ZHAI Zhihong New Certified Credit Risk Management Professional XIAO Chengjun YEUNG Sing Chi ZHANG Jin (Credit Portfolio Management) (CCRP(CPM)) XING Ying YIU Ho Ting ZHANG Lei AHN Meen Sun CHAN Kai Sing CHAN Wai Yin Cindy CHENG Pui Ting CHEUNG Yau Shing XU Yong YIU Ho Wan ZHANG Qiwei ALLARS Robert James CHAN Kai Yip Kenneth CHAN Wendy CHENG Sau Fong CHEUNG Yiu Cheong Window XUE Qiao YIU Hung Fung ZHANG Ting AU Kam Chiu CHAN Kam Leung CHAN Wing Kiu CHENG Tak Wai Johnny CHEUNG Yuen Ting YAM Chung Hang YIU Ka Ho ZHANG Xinxin AU Kwok Cheung Sammy CHAN Kam Siu CHAN Wing Man CHENG Tan Nar CHEW Kuei-ch'uan YAM San Ting YIU Kai Cheung Cino ZHANG Yao AU Tsang Pui CHAN Kam Tim CHAN Wing Wa CHENG Tang Lung CHIANG Bun YAN Hua YIU Ming Fai ZHAO Dehua AU Wai Fong CHAN Ki Leung CHAN Wing Yee CHENG Yue CHIN Hung Yuk YAN Sai Kit YIU Oi Yin ZHOU Hongmei AU YEUNG Miu Shan CHAN Kwai Fat CHAN Yue Chun CHEUK Chak Chi Paul 62 Emily CHING Kwok Leung 63 YAN Tak Chi YIU Sau Ting ZHOU Jun CHAN Kwan Bo Douglas CHAN Yuen Tung CHEUK Kwai Kuk AU Yuet Kuen Christine CHING Sau Kuen YAN Wai Tat YIU Siu Lai ZHOU Kailai CHAN Kwan Hon Paul CHEUNG Bun Paul AU-YEUNG Chi CHAN Yuk Ling Amy CHIU Heng Si Joyce YAN Wenqin YOUNG Shing Yan ZHOU Wenwen CHAN Kwok Fai CHEUNG Chau Wan AU-YEUNG Jonathan Chi CHAN Yuk Ying Candy Wendy CHIU Ka Yan YAN Wing Wa Samuel ZHU Jingmin CHAN Kwok Fat Him CHAN Yung Yan CHEUNG Cheuk Kwan CHIU Kar Man Grace YANAGIYA Nobuhiko YOUNG Wing Hong ZHU Xiaochun CHAN Kwok Ping BORGIA Louis Victor CHANG Hon Sat CHEUNG Chi Kit CHIU Lai Fung Claudia YANG Chia Wei Ronald ZHUANG Jiacheng Marc CHAN Kwong Jean CHANG Kwan Leung CHEUNG Chi Wai CHIU Tsz Yin YANG Ching-chi YU Choi Ha ZHUO Chungang CHAN Lai Shuen BOUEV Alexei YANG Hsih Hui YU Dongwen CHAN Lik Ting CHANG Ly Chin CHEUNG Chi Wang CHIU Wing Sze CAO Chaolan YANG Jesse YU Hoi Ting CHAN Man Hing CHAO Man Keung CHEUNG Chuk Ting CHO Che Chung CAO Jie YANG Kwok Yee YU Ka Chun CHAN Man Ho CHAU Lai San Lisa CHEUNG Chun Ip CHO Eun Ji CARMONA David YANG Lan YU Kin Fa CHAN Man Yu CHAU Hiu Fung CHEUNG Fai King CHO Wai Keung CATTAN Ryoko YANG Ming Chun YU Kin Hung CHAN Maureen Hockyan CHAU Kin Man CHEUNG Hoi Wai CHO Wai Sing CHAI Christine Hua YANG Qin YU Kwok Hang Thomas CHAN Ming Kwong CHAUVE Ariane Isabelle CHEUNG Ka Ki CHOI Angela CHAI Sai Man YANG Raymond YU Kwok Wing Herman CHAUVE Aymeric Elie CHEUNG Ka Sin CHOI Bun Po Lucy CHAK Chun Yin Raymond YANG Xiaoning YU Le CHAN Oi Chun CHEUNG Kai Ming CHOI Chi Chung CHAN Bik Chee CHEDLIVILI Stephan YANG Ya Ting YU Man Wai CHAN On Ting CHEUNG Kwai Ming CHOI Ieng Ieng CHAN Chak Ming CHEE Lee Kuen YAP Soon Yeong Yu Mei Hing CHAN Pak Ching Steven CHEUNG Kwok Chung CHOI Ka Fai CHAN Chi Cheong CHEE Sze Wai Rowanna Daniel YAU Chi Man YU Po Wa CHAN Pang Ching CHOI Kang Chau CHAN Chi Tak Ruth CHEN Ding Tina CHEUNG Lai Ping Lorna YAU Chin Ching Mathew YU Sun Wah CHAN Pui Sze CHOI Mau Keung CHAN Chi Wah CHEN Fangqi Venus YAU Chor Po YU Ting Chi CHAN Shiu Hong CHOI Tsz Kwong CHAN Chi Wai CHEN Hsiung Jung CHEUNG Lok Man Winnie YAU Hung Ping YU Toi Na CHAN Shui Ling CHOI Wang Kei CHAN Chi Wang Michael CHEN Kong Wei CHEUNG Lung Sang YAU Sheung Yu YU Wai Cheong CHAN Shuk On CHOI Wing Chung Francis CHAN Ching Kwun CHEN Man Sun CHEUNG Man YAU Shi Wun YU Wai Hung CHAN Shuk Wah CHOI Yat Fung CHAN Ching Yan CHEN Sai Fong CHEUNG Man Sum YAU Sze Wai YU Wai Lee Villie CHAN Shuk Yu Mary CHOI Yuen Ling CHAN Cho Kwan CHEN Sheng CHEUNG Man Tat YAU Wai Keung YU Xiaolan CHAN Sik Wa Michael CHOI Yuen Mei CHAN Chun Kit CHEN Xinshu CHEUNG Mei Fan Tiffany YE Chao YU Yan Cheong CHAN Siu Ling CHONG Chi Wai CHAN Chun Leung CHEN Yan Ki CHEUNG Mei Fun YE Qian YU Ying CHAN Suk Ngo Sarah CHONG Chi Wo CHAN Hei CHEN Yi-Ling CHEUNG Mei Ling Irene YE Qian Lun Kenneth YU Zhenhong CHAN Sze Man CHONG Fong Ngai CHAN Ho Fai CHENG Chi Fung CHEUNG Oi Wah Eva YE Xiaoling YUAN Feng CHAN Tak Yiu CHONG Lai Yee CHAN Hoi Keung CHENG Chi Kong CHEUNG Sai Chung YEO Chee Leong YUEN Chi Wai CHAN Tsun Yuen CHONG Po Chun CHAN Ka Kit CHENG Fung Kuen CHEUNG Ting Him Timmy YEONG Kwok Kin YUEN Ching Hei Marco CHAN Wai Cheong CHONG Sai Ho Cyrus CHAN Ka Seen Katherine CHENG Hoi Yi CHEUNG Wai Chi YEUNG Bing Shuen YUEN Kit Yi CHAN Wai Fo CHONG Sieow Luan CHAN Ka Wah CHENG Ka Lok CHEUNG Wai Chit Kate YEUNG Chun Wing YUEN Mei Ha Wendy CHAN Wai Kwan Doris CHONG Wai Ming CHAN Ka Wai CHENG Ka Lung CHEUNG Wai Yan YEUNG Hau Kin YUEN Miu Yung CHAN Wai Man CHONG Wiu Laim Jessie CHAN Ka Wing CHENG Lai Man CHEUNG Wan Ho YEUNG Ho Ching YUEN Yat Wa Lydia CHAN Wai Tak CHOO Cheok Min CHAN Ka Wing CHENG Man Chung CHEUNG Wang Hing YEUNG Kai Tai YUNG Chi Kin CHAN Wai Yee CHOW Chung See CHAN Ka Yee CHENG Man On CHEUNG Wing Fai YEUNG Lau Ching YUNG Hoi Kai CHAN Wai Yin CHOW Fung CHAN Ka Yin CHENG Mei Yee CHEUNG Wing Keung YEUNG Ming Lan YUNG Tak Lai CHOW Hang Tai

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 2020年獲頒授專業資格人士名單(續) 2020年獲頒授專業資格人士名單(續) New Designation Holders in 2020 (Con’t) New Designation Holders in 2020 (Con’t)

CHOW Kai Ming Gary FAN Wei HA Siu Fai HUI Chi Yip KONG Sau Fung Ellen LAI Wai Tsun Paul LAU Cheuk Man LAW Ho Ting Lorraine LEE Wing Shan LI Jia CHOW Lok Man Charlotte FOK Bui Shan Rowena HAGIO Yuichi HUI Chun Wai KONG Wai Tung LAI Wing Chi LAU Chi Ching Adah LAW Hon Leung LEE Yan Choon LI Ka Hang CHOW Lok Man Gary FOK Ka Yan HALL Marcus Richard HUI Fu Ming Victor KONG Wai Ying LAI Wing Wai Aaron LAU Chi Keung Christopher LEE Yan Yan LI Ka Ho CHOW Ping Kwan FOK Wing Yan HALLER Jean-thomas HUI Fung Wai Kenneth KU Wai Man Raymond LAI Yan Tung Iris LAU Chi Ming LAW Kai Hong LEE Yew Shiuan LI Kuo Liang CHOW Wai Man FOK Yee Man Louis Clement HUI Ka Yan KUMAR Mayank LAM Chee Leng Alan LAU Chi Shing LAW Man Han LEE Yuen Yu LI Kwun Ming CHOW Wing Hong FONG Chi Lap HE Shan HUI King Leuk KUNDI Inderjit Singh LAM Cheuk Hon Anthony LAU Ching Sang LAW Man Ho LEE Yui Min Jasmine LI Lai Wa CHOW Yiu Hang FONG Ching Yin HEUNG Kar Lai Alice HUI Sau Yan Rosalie KUNG Ying Kit Richard LAM Chi Bun LAU Chit Yan LAW Siu Ping LEE Yuk Ling LI Lap Hang CHOY Man Yee Winnie FONG Lai Yuen HEUNG Tsz Wai Alan HUI Sin Mui KUO Wen Chih LAM Ching LAU Chun Kit LAW Wai Ling Anna LEONG Cheok Fong LI Linfeng CHU Chi Pong FONG Siu Ha Ester HO Pui Ching HUNG Cheuk Wan KWAN Mo Ki LAM Chiu Man LAU Chung Cheung LAW Warren Andrew LEONG Eng Kiat LI Man Wai CHU Chun On FOO Sai Ting HO Chi Kwan HUNG Heung Yeung KWAN Kwok Yiu LAM Chun Man LAU Heung Wing Christopher LEUNG Anna LI Ming Hin 64 65 CHU Ho Kei Howard FOO Suan Chit HO Chu Hei Hanman KWAN Man Hon LAM Chun Yeung LAU Hiu Man Margaret LAW Yee Mei Yvonne LEUNG Chau Sun LI Mingxia CHU Kai Leung FRIGARD Bertrand HO Chun Hoi HUNG Shek Ho KWAN Mun Yung LAM Hing Lun LAU Hiu Pan Libra LEE Cheung LEUNG Chi Chi LI Qi CHU Kwan Lim Elie Francois HO Chun Yin HUNG Sin Yee KWAN Sai Cheung LAM Howard LAU Jane Chee Yan LEE Fong Yung LEUNG Chi Fai LI Sau Man CHU Kwok Miu FU Liya HO Dan Sum HUNG Tang Kau KWAN Sze Wai LAM Ka Ming Steven LAU Judith Yau-wai LEE Fung Ying LEUNG Chi Keung LI Sing Ching Sonia CHU Wai Kit FU Pui Kwan HO Fung Chi HWANG Huey Wen KWAN Wai Man Mandy LAM Ka Wing Gary LAU Ka Hung LEE Gi Youn LEUNG Chi Wai LI Siu Mei CHUA Zhi Wei FU Ye HO Ho Yin HWANG Sheng Wen KWAN Wan Chi Carol LAM Kin Yan Kenny LAU Ka Yeung LEE Hiu Fai Lionel LEUNG Gee Hin Matthew LI Tai Fu Frederick CHUI Man Kit FUNG Cheuk Nam HO Hung Wai Osbert IP Koon Tung KWAN Yiu Chung LAM King Fung LAU Kam Chun LEE Ho Kwong Robyn LI Tat Hung CHUI Mei Ting FUNG Ka Wong HO Ka Ngok IP Tsui San KWOK Chi Wing LAM Man LAU Kar Yan LEE Hock Beng LEUNG Ho Yin LI Tsz Leong CHUI Shing Man FUNG Kin Shing HO Kam Hung IP Wah Hon KWOK Chun Sau LAM Man Wai LAU Kin LEE Hui LEUNG Hon Sang LI Tung Wan CHUI Sui Yin FUNG Kit Man HO Kar Man Rita IP Wai Chung Andes KWOK Gary LAM Mei Lan Marlene LAU Kin Ming LEE Ju Hui LEUNG Hong Yau LI Wai Cho CHUI Sze Ka Bianca FUNG Kwok San HO Kar Man Vicky ITO Yutaka KWOK Hoi Yan Belinda LAM Mei Lei LAU Leung Kit LEE Kar Man LEUNG Jay Lam LI Wai Man CHUI Wai Tsz Gigi FUNG Leanne Thu Hue HO Keith Kay Fu IWAMOTO Naoki KWOK Kin Hung LAM Ngai LAU Man Kay LEE King Chung LEUNG Jenny Ching-yee LI Wai Nin CHUNG Chi Hung FUNG May Bo HO Kit Wing JANG Dong Shik KWOK Lap Pong Andy LAM Pak Ho LAU Mei Ling LEE King Hang LEUNG Ka Ho LI Yanfen CHUNG Chun Hung FUNG Pui Yi HO Man Fai JI Yuxin KWOK Tak Yin Matthew LAM Pan Pan LAU Pak On LEE Lai Fan LEUNG Ka Kui LI Ying CHUNG Ken Chit Ming FUNG Siu Ling Daisy HO Pak Kwan JIANG Tao KWOK Tsz Kin LAM Pui Kit LAU Ping Fat LEE Lok Yan Cheryl LEUNG Kai Yip LI Yuk Wan CHUNG Kuo Feng FUNG Sze Wing Cindy HO Pak Nin Kenneth JIANG Zijing KWOK Wan Man LAM Shu Li LAU Pui Man LEE Lung Sang LEUNG Katherine Sum LIANG Qiwen CHUNG Kwong Leung FUNG Tat Yung HO Pui Hay JIM Alan KWOK Yik Pan LAM Suk Fung LAU Pui Man LEE Man Hon Matthew Yee LIE Pong Cheong CHUNG Man Wai FUNG Tsz Bun HO Pui Lai Irene JING Yehao KWONG Chi Him LAM Sung Pan LAU Sheung Man LEE Man King LEUNG Kin Yau Simon LIM Yuk Lan Linda CHUNG Ou Wa FUNG Wa Tung Joey HO Sheung Kit KAN Pak Nin KWONG Ka Ki LAM Sze Ken Kenneth LAU Shuk Man Josephine LEE Man Tzu LEUNG Kwan Shing LIN Cheng Tsung CHUNG Sau Hing FUNG Wai Shin Simon HO Yin Ching Teresa KAN Sze Sze KWONG Kwai Chi LAM Sze Pui LAU Shuk Yu LEE Mei Ling LEUNG Man Ting LIN Ju Fong CHUNG Siu To FUNG Wai Yip HO Yui Chi KAN Wai Har KWONG Wai Yi LAM Sze Wai LAU Siu Leung LEE Ping Hei Ricci LEUNG Ming Kei LIN Kon Him CHUNG Wai Kit FUNG Wing Chung HO Yui Keung KATSURA Takahiro KWONG Wing Tuen LAM Tat Sang Victor LAU Siu Lun LEE Ping Kwan Eric LEUNG Ping Hung LIN Xiaoyuan CHUNG Wing Ching FUNG Yuen Yi Terry HON Hong Chau KAUSHIK Aditya KWUN Yuet Lai Angela LAM Tsin Siu LAU Sui Yin LEE Ping Wah LEUNG Shun Piu LIN Yi Feng Winnie FUNG Yuet Ngor Rebecca HON Lai Kuen KAWACHI Norio LAI Chan Kwong LAM Tsz Yin LAU Tak Cheung LEE Pui Chuen LEUNG Sik Ka LIN Zhiyang CHUNG Yiu Ho Eric GAN Tian HORN Thomas Marshall KAZAMA Kei LAI Chi Ho LAM Wai Hong LAU Tak Shun LEE Shek Hay LEUNG Wai Man LING Chak Piu William CHUNG Yuen Kwan GARCIA Guillermo HOSHINO Ryosuke KEUNG Ho Yin LAI Chi Ming LAM Wai Leung LAU Wai Lin LEE Siu Hong LEUNG Wai Ming LING Pei Zhi Athena GARTNER Peta Anne HSU Cheng Hsing KIM Eun Jeong LAI Chi Wah LAM Wai Ling LAU Wai Pang LEE Tak Kwong Peter LEUNG Wing Hei LIU Ah Sum COEROLI Florence GASSER Ulrich HSU Chi Hung Matthew KIM Hannah Kyung LAI Ching Yin Lucy LAM Wai Man LAU Wai Ying Lydia LEE Tak Ming Calvin LEUNG Wing Yin Alias LIU An Chang Dorothee Noellie GOH Siu Yin HSU Pui Wa KO Hung Hee Daniel LAI Ha Ping Lucy LAM Wai Man Wandy LAU Wing Han Bonnie LEE Ti Mui LEUNG Yee Kwan LIU Bin DAI Chunjie GONZALEZ LEON Pablo HSU Yuan Hung KO Ka Ki LAI Josephine Sze Pui LAM Wai Sze LAU Wing Man LEE Ting Cheung LEUNG Yi Mei LIU Hongliang DEMUYNCK Michel GRAMMER Michael John HU Jielan KO Kam LAI Kar Yin LAM Wan Hei Simon LAU Wing Yi Wynne LEE Tsz Keung LEUNG Yuen Fung LIU Kit Ho John R. B. GU Lishan HU Junjun KO Man Ho LAI Kit Ting Emily LAM Yu Hei LAU Wing Yin Winnie LEE Wah Tong LEUNG Yuen Yee LIU Pui Ki DUE Ka Lee GU Yin Chun HU Zhijue KO May Yee LAI Kwok Ching Shirley LAM Yuen Ping LAU Wun Yee Stephanie LEE Wai Chuen LI Chi Wing LIU Suet Yau Natalie ENGLE Granville Napier GUN King Tak HUANG Changqing KO Mei Wai LAI Lap Wai Larry LAM Yuen Sang LAU Yim Ping LEE Wai Ho Jimmy LI Chia Ming LIU Wenyu FAM Koi GUO Bin HUANG Kai KO Pui Sze LAI Ping Fun Francis LAM Yuen Wah LAU Yuk Wan LEE Wai Ko LI Chin Chiu LIU Xiaodong FAN Jen Jung GUO Caiqin HUANG Li KO Yiu Fai LAI Tik Fung LAPORTE Laurent Rafael LAW Chan Shang LEE Wai Yeung LI Chun Kok Thomas LO Angel FAN Qiufeng GUO Jia HUANG Yeong Jyi KOJIMA Nobuaki LAI Wai Fung Richard LAU Bing Chung LAW Chung Man LEE Wan Yiu LI Hau Hung LO Cheuk Lun FAN Siu Ting HA Hau Yee HUANG Ying KONG Chi Hang LAI Wai Ming Benjamin LAW Chung Wa LEE Wang Ki LI Ho Fai LO Hiu Ming

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 2020年獲頒授專業資格人士名單(續) 2020年獲頒授專業資格人士名單(續) New Designation Holders in 2020 (Con’t) New Designation Holders in 2020 (Con’t)

LO Hon Fai Edwin MAK Kai Wah NG Siu Yun QIAN Zhanming TAKATANI Keiko TOM Tsz Hong WAN Wai Ki WONG Man Bun WONG Yuk Ling YEUNG Ka Fai LO Ka Ki MAK Kai Wing NG Suk Man RAMBAUD-CHANOZ TAM Chi Cheung TOM Wai Man Jessica WAN Wai Man Queenie WONG Man Hung Billy WOO Chun Kong YEUNG Ka Tsun LO Kok Ming Andrew MAK Kin Chung NG Tsz Ho Nicolas Alexandre TAM Chi Keung TONG Pui Ying WAN Yuen Leung WONG Man Kin WOO Chung Wing YEUNG Kai Tai LO Lok Ki MAK Ngo Sze Alvan NG Wai Fun Josephine ROUYER Louis-david TAM Chik Fai TONG Shu Yuan Kenneth WONG Man San WOO Hoi May YEUNG Lau Ching LO Po Yee MAK Sheung Kan Daniel NG Wai Lun Mathieu TAM Ching Kwan TONG Yee Ling WANG Qi WONG Mei Yin WOO Hoi To Benson YEUNG Loi Leung LO Pui Kwan MAK Sum Chuen NG Wai Wing Philip SAN Wing TAM Chun Kit TONG Yee Man WANG Tao WONG Ming Sai WOO Pak Kin Clement YEUNG Mei Sze LO Suet Ying MAK Sze Wan Janus NG Wing Kei SEE Yiu Wai TAM Ka Hing TONG Yiu Pong David WANG Xuejun WONG Nga Chi Queenie WOO Pak Yan Eli YEUNG Nga Hung Lo Tak Kee MAK Wai Han NG Wing Man SHAH Manish TAM Kai Ming TSANG Ka Lun Karen WAT Mei Ling WONG Ngar Man WU Ching Tin YEUNG Pak Shuen Chandrakant LO Tsui Har MAK Wai Yee NG Yat Chuen TAM Kai Ming Edmond TSANG King WONG Yin Ying WONG Pak Yue Daniel WU Xinwen YEUNG See Ming SHEIR Hay Tak LO Yat Sang MAN Ka Chung NG Yee Man TAM King Yau TSANG Kok Cheung WONG Betsy WONG Pei Wai Jason WU Jing Christine 66 SHEN Shifeng 67 LO Ying Chu MAN Tsjok Fan NG Yeung Chung Victor TAM Kwok Keung TSANG Lai Ting Fergus WONG Charles Chi Lai WONG Pui Chun WU Ka Lui YEUNG Shut Tai Achilles SHEUNG Mei Mei May LOK Kim Yuen MAN Wai Ki NG Yi Ting TAM Kwok Leung TSANG Man Yee WONG Chi Ho WONG Pui Shan WU Ka Man YEUNG Sing Chi SHIH Tan Mei LOK Lily MAN Wai Ming William NG Yin Leung TAM Ming Fai TSANG Ting Tung WONG Chi Keung WONG Pui Ying WU Lin Ping YEUNG Siu Ha SHING Sze Kei LOO Tak Wai Betty MARTIN Pierre Philippe NG Yiu Hong TAM Wai Fong TSANG Wai Kin WONG Chik Ho WONG Sai Wai WU Man Lam YEUNG Wai SHUM Kwok Hei LU John Kin Lung MATSUOKA Koji NG Yuk Hang Henry TAM Wai Hung TSANG Wai Yee WONG Chin Pang Lewis WONG Sau Fun WU Man Yee YEUNG Ying Kit Henry SHUM Nga Shan LU Miao Melody MAXWELL Matthew NG Yuk Hong TAM Yu Yan TSANG Yuen Shan WONG Ching WONG Shuk King Grace WU Pui Sat Paddy YEUNG Yun Sing Samson SHUM Wai Sing LU Qiang Robert NGAI Ming Ki TAM Yuen Fun Elaine TSANG Yuk Wai WONG Ching Yu WONG Siu Fan WU Suk Fong Amy YICK Wing Lok SI Hon Lin LU Wing Man Melissa MEDAZOUMIAN Vicken NISHIKAWA Toru TAN Chun Siang Edmund TSAO Fu Loi WONG Chiu Fai WONG Siu Fung WU Yu Ping YIM Ho Wa SIA Tiffany Rodriguez LU Xinyan Garabed Shant NISSEN Bernard TAN Eugene Sanchez TSE Chong Yip WONG Cho Yan Charing WONG Siu Ling Collis XIA Yanna YIM Hung Shing SIEW Suk Ching LUANGSOMBOON MISHRA Jai Prakash Theodoor Albert TANG Chi Lun TSE King Chak WONG Choi Keng WONG Siu Tat XIE Qiufang YIM Man Yiu SIN Choi Yan Atichart MO Shek Fung NONG Wai Sheung TANG Chi Wai TSE Ko Fung WONG Chun Kwok WONG Siu Wah YAN Yung Ming Albert YIM Mui Kwan SIN Chui Yin LUE Kit Yan MOK Chak Ming James OEY Pui Lee TANG Chia Hsiao TSE KONG Alicia WONG Chun Pui Siu Yee Amy YAN Binbin YIM Pui Kwan SIN Pui Sang LUI Yee Yiu Wyler MOK Chi Ho Albert OH You Kyoung TANG Chung Pui TSE Kwok Ho Eric WONG Chun Sing Roy WONG Stephanie YAN Hua YIP Chee Kong SIN Wui Hang LUI Chung Wai MOK Choi Ling OMURA Ryo TANG Ho Yan Fianna TSE Man Fai WONG Chun Wai Mei-chung YAN Wai Tat YIP Cheuk Man SINCLAIR Kristy Woon LUI Lok Ki MOK Ho Fai OR Kam Pong TANG Kai Chung TSE Michelle Ka Wan WONG Chun Wai WONG Sui Lun YAN Wing Wa YIP Ching Yee Sim LUI Tin Chung MOK Kai Wa OR Shek Chung TANG Kai Wing TSE Sau Wai WONG Chung Yue WONG Sze Long YANG Ching-chi YIP Hoi Ming SIT Wing Sze Rosa LUI Wing Kit MOK Tze Shan Teresa OR Wing Sum TANG King Kuen TSE See Muk Simon WONG Clara WONG Sze Mui YANG Jesse YIP Kar Keung SIU Chun Yin Merry LUK Hilda Hiu-Wa MOTOSUGI Tomoko OSSOWSKI Mathias TANG Kit Yue Kitty TSE Tsz Ho WONG Daniel Onn Chean WONG Sze Wai Sally YANG Kwok Yee YIP Kui Yin Frederick SIU Kei Man LUK Wai Man MU Rong PAN Jiangtao TANG Kwok Chu Nelson TSE Wai Kei WONG Fun Ling Erin WONG Tai Chung YANG Lei YIP Man Cheung Gary SIU Mei Chun LUNG Kim Fan MUNRO Gavin Malcolm PANG Chi Hung TANG Lai Lan Rabby TSE Wai Ming Anthony WONG Hing Fung WONG Tat Kau YANG Ming Chun YIP Sai Chu SIU Wai Man LUO Zhongjie NAGAI Yuji PANG Chi Yun TANG Lai Shan TSE Wing Shan Calvin WONG Hiu Ming WONG Timothy Tin-Chi YANG Raymond YIP Siu Lan SIU Wan Chi LUTZ Michael Georg NAKATANI Shuhei PANG Chungho Peter TANG Man Chow Samson TSENG Ching Wun WONG Ho Lun Joe WONG Tin Chung Andrew YANG Wanli YIP Tin Yau SIU Yat Wan LYN Florence Ching-lan NG Lai Shan Lisa PANG Fung TANG Ngok Chung TSIN Tsang Shuen Maria WONG Ho Yin WONG Tsz Kei YANG Ya Ting YIP Yue Yee SIU Yu Han MA Ho Kin NG Brian Chi-Lok PANG Mei Lin TANG Shuk Wai TSOI Ka Fung WONG Hoi Sze WONG Vai Ieng YANG Yi Fan YIU Ho Ting SLIGHT Quentin Myles MA Hok Kwan NG Cheuk Yiu PANG Yat Lun TANG Sin Ling TSOI Mei Ling WONG Hon Dam WONG Wai Ching YAU Chin Ching Mathew YIU Ho Wan SO Chi Kong Matthew MA Kam Chuen NG Chi Pang PANG Yuen Yee TANG Yee Wan TSUI Chi Ming WONG Hon Kei WONG Wai Hong YAU Hoi Lam Lencia YIU Ka Ho SO Ka Tai MA Mo Shuet NG Hak Chung PENG Te-lin TANG Ying Chi TSUI Chi To Stephen WONG Ka Lok WONG Wai Na Joanna YAU Kai Yuen YIU Kai Cheung Cino SO Kit Wan Shirley MA Sau Man NG Hang Tat PO Chi Kin TAYLOR Josephine Mary TSUI Kam Ho WONG Ka Po WONG Wai Pong YAU Sheung Yu YIU Ming Fai SO Pak Yin MA Siu Ha NG Hung Cheung POON Kwok Wai TENG Mark Chinghan TSUI Man Ho WONG Ka Po Simon WONG Wai Pong William YAU Shi Wun YIU Oi Yin SO Wing Kit MA Siu Man NG Ka Ki POON Man Ching TIAN Chunming TSUI Ying Chi WONG Ka Yan WONG Wing Han YEO Chee Leong YIU Suk King SONGWANICH Sanida MA Siu Wah NG Ka Wai POON Pui Pui TIN Shui Lun TU Chieh Wei WONG Kah Siong WONG Wing Kwong YEONG Kwok Kin YIU Wing Chuen Johnny SUM Fong Ting Flora MA So Lin NG Kam Shing POON Pui Sze TING Kit Man TUNG Hing Yin George WONG Kai Hym Nicholas WONG Yat Ho YEUNG Bing Shuen YU Chi Ko SUPATANAKUL Voraporn MA Suk Ping Alice NG Kwai Yuk POON Shiu Chung Andy TING Koon Man UEDA Kyoko WONG Kin Hei WONG Yau YEUNG Ching Mun YU Ching Kwan SUZUKI Shigenori MA Wing Hong George NG Ling Yee Nicole POON Tsz Yeung TIU Lai Nga Rosanna VARTHAKAVI Kalyanram WONG Kwai Lam William WONG Yau Chun Anysia YU Hui SZE Mui Fong MA Yin Mi May NG Lok Hang POON Wai Chi TJIONG Chi Yung Bracler VEN Harvey WONG Kwan Lai Cornelia WONG Yeuk Shuen YEUNG Chun Fai YU Ka Chun SZETO Ho Yin Jeffrey MABILLE Patrick Marie NG Ming POON Wai Chung TO Bun WAH Sze May Queenie WONG Kwok Wing WONG Yin Man Doris YEUNG Chun Wing YU Kwan Wai TAI Man Lee Christian NG Sau Fung David POON Wai Kit TO Chun Yu WAN Cheuk Yin WONG Kwun Man Ivan WONG Yiu Lung YEUNG Chung Ho Barry YU Kwok Hang Thomas TAI Wai Keung MAK Hon Fai NG Shing Pan POON Yiu Tak TO Wing Cheung WAN Chung Chui WONG Lai Ming WONG Yuen Li YEUNG Fun Hong YU Le

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 2020年獲頒授專業資格人士名單(續) 2020年獲頒授專業資格人士名單(續) New Designation Holders in 2020 (Con’t) New Designation Holders in 2020 (Con’t)

Yu Mei Hing YUEN Miu Yung ZHOU Jun CHOI Wai Kang FUNG Chi Shing HUANG Wai Ho KWOK Pui Nam LAM Yin Wang YU Po Wan YUEN Wing Chung ZHOU Luming CHONG Chak Tao FUNG Ka Wai HUANG Wei Ting KWOK Wai Shing LAM Ying Kin YU Pui Yin YUEN Yat To ZHOU Wenwen CHONG Chok Ngai FUNG Tsz Yan HUI Cho Wing Vincent KWONG Chung Chak LAM Yu Hon John YU Suet Fan YUEN Yin Man ZHUANG Jiacheng Marc CHONG Kwok Hung GAGNERAUD Maeva HUI Chun Cheung KWONG Hoi Ying LAM Yuen Chi YU Sun Wah YUEN Yiu Ko CHONG Pik Ki Becky Emilie Pierrette HUI Chun Hin KWONG Tsz Chun LAU Cheuk Him YU Toi Na YUEN Yuk Yi CHONG Sze Ting GAYRAUD Charles Arthur HUI Wai Hung LAI Chau Kuk LAU Chi Ping YU Wai Hung YUNG King Fun Cheyenne Olivier HUI Wai Shing LAI Cheuk Fung LAU Chi Wang YU Wai Lee Villie YUNG Man Yi CHOW Chi Fung GU Li Min HUNG Tsoi Sau LAI Cheuk Hung LAU Chun Kit YU Xiaolan YUNG Wing Yin CHOW Ka I GUO Chen HUNG Yun Chu Panda LAI Chin Wan LAU Hiu Ching YU Yan Cheong ZHANG Kaiying CHOW Siu Lun GUO Gwo Ling IIMURA Kaori LAI Hui Sang LAU Ka Ho 68 69 YU Zhenhong ZHANG Meng CHOW Tsz Yan HAMAMURA Takehiro IP Chun Ying LAI Ka Chuen LAU Koon Hung YUEN Chi Wai ZHANG Mo CHOW Wai Tim HAMMOND Innes IP King Shu LAI Ka Ka LAU Mei Yee Robert Wilson YUEN Chiu Tung ZHANG Naimei CHOW Wing Fai IP Siu Wan LAI Man Ho LAU Nicholas Yu Hin HAN Yan Yan YUEN Fook Ki ZHANG Yao CHU Kwok Wai IP Tze Kiu LAI Ming Wai LAU Po Chun HE Chia En YUEN Hoi Pang Alec ZHAO Dehua CHU Lai Kin JHENG Jie Han LAI On Yee LAU Pui Ning HO Cheuk Him YUEN Kit Yi ZHENG Yeqing CHU Ming Chu JIA Ruofan LAI Pui Man LAU Sze Chun Simpson HO Chi Hang CHU Sheung Yin Samuel JIANG Minglong LAI Tsui Ying LAU Sze Man HO Chi Kan 新「信貸風險專業人員」 CHU Siu Ping JIANG Zilu LAI Wing Shuen LAU Wing Ki Rinky HO Ching Yee New Associate Credit Risk Management Professional (ACRP) CHU Tsz To JIM Sze Chun LAI Yan Pui LAU Yuen HO Christopher Clement ALBERT Guilhem Hugo CHAN Chun Kai CHAN Sau Fong CHANG Tsz Kwan CHEUNG Ho CHU Wing Shan KAM Shuk Ling LAM Chi Fung Billy LAW Kok Yu HO Cindy Shin Yun Anton CHAN Chun Wa CHAN Sau Wai CHAU Chi Hei CHEUNG Hon Fai CHUA Kin Wai Willie KAO Chia Mei LAM Chuen Fa LAW Man Tik HO Hing Lun ANDREWS Gregory CHAN Chung Kin CHAN Shui Fun Betty CHAU Man Pan CHEUNG Ka Lok CHUANG Ching Chuan KEUNG Wut Kei LAM Chun Yuet Kurt LAW Yuk Mui Richard HO Hoi Tung Kennedy CHAN Shun Kit CHAU Man Yan CHEUNG Ka Yu CHUANG Yin Kwan KHOO Anthony Chong LAM Chung LEANG Sze Lut Merrick AU Carinne HO Ka Yi CHAN Enoch CHAN Siu Leung CHAU Shun CHEUNG Kin Hing CHUI Yuen Shan Yew LAM Heung Lok LEE Chun Hang AU Chi Wai HO Kai Tung Stanley CHAN Frank Kai Man CHAN Siu Ming CHAU Yu Ho CHEUNG Kwan To CHUNG Annie KHWARG Jueeun LAM Hing Wa LEE Chi Wa Rayken AU Hoi Ying Bonnie HO Kenneth Hung-chun CHAN Hi Chun CHAN Suk Wah Mary CHE Xiaozhou CHEUNG Lai Ting CHUNG Chik Kau Michelle LAM Hiu Fung LEE Chun Yip AU Kwan Shing HO King Fung Patrick CHAN Hin Fung CHAN Sze Wai CHEETOO Mei Ling CHEUNG Man Wai CHUNG Ki Tat KO Wai Kit LAM Ho Ying LEE Guo Wei AU Tak Kin HO Kwun Pong CHAN Ho Man CHAN Tak Kwan CHEN Chi Shing CHEUNG Mau Yau CHUNG Ming Ho Mike KONG Ping Nam LAM Ka Ching LEE Hiu Ling AU Wing Yee HO Mun Hing CHAN Hoi Pan CHAN Tak On CHEN Chun Kun CHEUNG Sai Ho CHUNG Sau Ting KONG Tak Ning LAM Ka Chun LEE Ho Ting AU YEUNG Keng Son HO Pui Sun CHAN Hoi Ying CHAN Tracey Wing Tung CHEN Di CHEUNG Seen Yi CHUNG Siu Keung KONG Yue LAM Kelvin Ming-Yan LEE Hsin Lin AU YEUNG Wing Piu HO Ronald CHAN Hon Shing CHAN Tsz Fai CHEN Fong-Wei CHEUNG Siu Kit COOPER Jude Laurie KOON Chi Keung LAM Ki Fung Kevin LEE Kai Yeung BHAT Vishwas HO Siu Yi CHAN Ka Chun CHAN Tsz Lung CHEN Jinhao CHEUNG Siu Ping DAN Jingjie KOT Ka Hou LAM Kin Kei Dyrekr LEE Lok Yin BI Yongjian HO William CHAN Ka Hei CHAN Tsz Man CHEN Man Kei Catherine DE MAILLY NESLE KOT Ling Chung LAM Kwan Yee LEE Man Yin BOO Hee Yun HO Wing Kit CHAN Kai Leong CHAN Wa Chun CHEN Siying CHEUNG So Lin Edouard Humbert D. KUMAGAI Takayoshi LAM Lai Ki LEE Ming Yeung BOUDOUX Thomas HO Wing Sum CHAN Kin Kuen CHAN Wai Keung CHEN Wei Chun CHEUNG Sze Nga DONG Kailun KWAN Ho Yip LAM Lai Na LEE Ming Yin Matthieu HO Wing Sze CHAN Kin Yeung CHAN Wai Lun William CHEN Yiyi CHEUNG Tak Sze DU Zhiye KWAN Hoi Ling Helen LAM Ming Sze LEE Miu Ying CAO Han HO Yuen Mun CHAN King Lun CHAN Wai Man CHENG Alexander King CHEUNG Tsz Hin DUAN Wei KWAN Kin Keung LAM Na LEE Ngo Tak Otto CHAI Dwayne Di Wei HON Jackie Cheuk Wai CHAN Kit Wai Wendy CHAN Wai Man Hin CHEUNG Tsz Ho FERNANDEZ JIMENA KWAN Lim Chung LAM Shuk Ting LEE Po Yin CHAI Kwok Chi Ernie Roberto HON Yung CHAN Kwan Kit CHAN Wai Tak Victor CHENG Chak Fung CHEUNG Wai Chun KWAN Oi Ying LAM Sin Wai LEE Vanessa Hae Ting CHAM King Wah FOK Chau Wa HOU Yonghui CHAN Kwok Lun Sam CHAN William Kam-hay CHENG Liying CHEUNG Wing Hang KWAN Stefan Ngar Hon LAM Stephanie Tat Ying LEE Wing Yin Rainnie CHAN Carrie Ka Yee FOK Hou Yan HSIEH Pin Yu CHAN Kwong Tai CHAN Yan Yin CHENG Man Hee CHEUNG Yan Kwong KWAN Ting Bong LAM Wai Hung LEE Yan Lun CHAN Cheuk Yiu FONG Cheuk Him HSIEH Wan Chen CHAN Lai Lei CHAN Ying Kandi CHENG Mei Yee Fanny CHEUNG Yin Chiu KWAN Tsun Lok LAM Wai Kiu LEE Yik Mei Katherine CHAN Chi Fai FONG Fu Shing HSU Ka Ho Kendrew CHAN Ming Kin CHAN Ying Lun CHENG Suk Ching CHI Yee Ki KWAN Wai Choi Samuel LAM Wai Man LEE Yin Ling CHAN Chi Ho FONG Ka Ming HSU Ying Fong CHAN Oi Ieng CHAN Yuen On Alice CHENG Wai Chi CHIANG Jo Mei KWOK Chak Shing LAM Wing Fan LEE Yuk Yee CHAN Chi Hung FONG Ka Pui HU Bing CHAN Oi Yun CHAN Yuet Lan Kathy CHENG Wai Hing CHING Wing Yan KWOK Hon Wing LAM Wing Wing LEE Zoen Jin CHAN Chi Wai FONG Yun Nai Annie HU Jiageng CHAN Pak Ho CHAN Yuk Ming CHEUNG Hin Sum Adrian CHIU Wing Lam KWOK Ka Shing LAM Wing Yin LEFEVRE Timothee CHAN Ching Ting FU Chi Chung HUANG Bi Hui CHAN Ping Kwan Scott CHANG Hsien Ting CHEUNG Hiu Wai CHOI Amos KWOK Kim Tong Tommy LAM Yee Long Shirley Andre Raoul CHAN Chun Hoi Michelle FU Xiaoyu HUANG Jinfeng CHAN Po Sim CHANG Kai Ting CHOI Nga Mei KWOK Po Ki LAM Yee Yan Anne LEI Weike

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 2020年獲頒授專業資格人士名單(續) 2020年獲頒授專業資格人士名單(續) New Designation Holders in 2020 (Con’t) New Designation Holders in 2020 (Con’t)

LEO Sai Yin Allan LIBBRECHT Bertrand MAN Chi Ho Victor ONO Haruka TAN Wan Sun WAN Yuk Ting WONG Wing Yan YIM Wang Kei LEUNG Chi Hang Rickie Denis C. MAN Chin Ching OR Cheuk Chi TAN Xin WANG Buyun WONG Wing Yee YIP Ka Shing LEUNG Chi Yin Franklin LIN Emily Mengqian MAN Ho Yi Charlotte OR Hiu Kwan TANG Chi Wa WANG Chenyi WONG Yat Sing YIP Wing Ching LEUNG Chung Ming LIN Pei Chi MAO Pei Lin Catania PACINI Charles Denis TANG Chi Wai WANG Li WONG Yat Wan Dennis YIP Chau Sang LEUNG Hok Lam LIN Sheng Feng MENG Zhiyu Pierre TANG Chui Shan Judy WANG Tian WONG Yee Ha YIP Chung Ka LEUNG Hok Lim LIN Siu Lun MICHAUD Aymeric PAK Chung Man TANG Hoi Lun Helen WANG Wenjing WONG Yick Man Billy YIP King Yin LEUNG Hung Kai LIN Szu Wei Florian Maxime PAN Po Kei TANG Kwai Yiu WATANABE Chiho WONG Yik YIP Sai Min LEUNG Hung Yin LIN Yexiong MIO Wai Kei PANG Lee Ching TANG Lee Yee WENG Jinghong WONG Yiu Fai Raymond YIP Sau Kuen LEUNG Ka Wun LIT Yu Hang MO Chung Luk PANG Yee Man Doris TANG Man Kwan Camay WONG Brian Li Tak WONG Yu Sum Rank YIP Wah Chin LEUNG Kam Wah LIU Chang MO Chung Ming PENG Jialu TANG Oi Man WONG Charm Lam WONG Yuk Lun YOU Ching Ching 70 71 LEUNG Kwok Chun LIU Jie MO Zhipei PENG Yuchen TANG Po Yee WONG Cheuk Fung WU Chi Shing YU Liang LEUNG Po Yan LIU Ka Kei MOK Mi Ching Connie PONG Chun Yip TANG Shirley Wai Man WONG Chi Ho WU Tuan-wen YU Sin Man Cecilia LEUNG Pui Mei LIU Ningyu MOK Siu Hin PONG Man Yee TANG Wing Lun WONG Chi Kuen WU Vicky Way Kay YU Tsz Kin Ken LEUNG Siu Hang LIU Pui Ling NAGENDRA POON Bo Yat TEA Wing Sze Wincy WONG Chi Yuen WU Yuk Kan YUE Wai Ting LEUNG Sze Ki LIU Quan Raghavendra QIAN Yunjing THUNG Man Li Anna WONG Chin Pang XIA Shasha YUEN Carmen LEUNG Ting Yuen LIU Wai Hang NAKAMURA Saeko QIANG Wei TIEN Li Chen WONG Chun Wai XIAO Xian YUEN Ching Man LEUNG Wai Chun LIU Wenli NG Cheuk Yu Kelvin QU Tianyao TO Chun Fung Mitchell WONG Hang Fung XIE Chao YUEN Hiu Wa LEUNG Wai Yin Phoebe LIU Yanjie NG Chi Fan SHA Shuting TO Chun Tak WONG Hew Fung XIE Daixi YUEN Kenneth King Hin LEUNG Wing Hung LO Chi Kin Chris NG Chiu Hung SHAW David Anthony TO Kwok Leung WONG Hiu Ngan XIE Ping YUEN Sin Man LEUNG Yat Chun Justin LO Fei Wei Phoebe NG Hang Yan SHEK Chi Yuen Martin TO Yeuk Ming Fion WONG Ho Keung XIONG Zheqian YUEN Wing Chiu LI Cheuk Hei Kenneth LO Kam Yan Queenie NG Ho Sing SHEK Wing Chi TO Yvonne Yi Man WONG Ho Tim XU Chen YUEN Yan Kit LI Cheuk Kit Jacky LO Kit Wai Ivan NG Hon Keung SHEN Yaoqin TOH Wei-xiang WONG Ho Yan XU Shuzhan YUEN Yat Sun LI Ching Man LO Ping Kwan NG Jody SHIN Chi Fai Peter TONG Chi Shing WONG Hoi Kwok XU Yujing YUEN Yee LI Chong Kuen LO Sze Him NG Ka Faat SHIU Wai Sum TONG Chun Wai WONG Hoi Man YAM Cedric YUNG Chin Song LI Chun Hung LO Wing Yan NG Ka Him Timothy SHIU Wing Kin TONG Kwok Wa Louie WONG Hok Sun YANG Hanqi ZHANG Chi LI Fook Shing John LO Yuen Man NG Kwok To SHUM Chun Ming TONG Lai Wan WONG Ka Fai YANG Shun Tai ZHANG Fan LI Hak Lun LO Yuet Ping NG Kwun Hung SHUM Wai Ling TONG Tsz Shun WONG Ka Kit YANG Ziling ZHANG Liya LI Kwok Leung LOK Chui Nga NG Lok Tim SI TOU Kin Keong TSAI Tung Jui WONG Ka Man YASSEN Joseph Jamal ZHANG Ran LI Liangzi LOO Chi Lok Caroline NG Man Lai SIAO George Howard TSAI Wang Wai WONG Ka Po YAU Heung Wah ZHANG Tao LI Man LU Ching Kei NG Man Wai SIU Chi Ho TSANG Hing Cheung WONG Kai Ming YAU Kwong Yuk ZHANG Wenyuan LI Meilin LU Dan NG Man Yin Mary SIU Mei Ling TSANG Hing Ling Elaine WONG Kam Tung YAU Man Lung ZHAO Jie LI Nan LU Kin Lok NG Sau Chi SO Sze Wang Jesper TSANG Ka Man WONG Mei Yi YAU Ping Hang ZHAO Yijie LI Qingman LU Mengping NG Siu Kuen SO Yat Chun TSANG Siu Hei WONG Ming Yin YAU Wing Ting ZHONG Tianhao LI Ting Shun LUI Ho Nam NG Tat Lam SUEN Kin Yip TSANG Wai Tong WONG Mo Yin YEH Cheng Bin ZHOU Caixiu LI Wing Fat LUI Ka Wing Calvin NG Wing Mei SZE Cheuk Yin TSE Chui Shan WONG Pui Fung YEUNG Chi Ho ZHOU Fuxia LI Wing Keung Albert LUI Kam Ming Gary NG Wing Sum SZE Ching Yeung TSE Hon Fai WONG Pui Yan YEUNG Chin Ki ZHU Chenjie LI Wing Sik LUI Man Fai NG Yi Mei Joanna SZE Mau Cheung Conway TSE Ka Lun WONG Shuen Wah YEUNG Chun Tak ZHU Disi LI Wing Sze LUI Siu Fung NG Yin Fong Jenny SZE Yu Fung TSE Ping Kau WONG Shuk Yu YEUNG Joshua ZHU Wenqi LI Xuejiao LUK Hei Wing NG Yu Kwan SZETO Ka Chu TSENG Calvin C WONG Sin Yan YEUNG Luen Wah ZHUANG Wenjing LI Yang LUK Ching Kiu Jackie NG Yuen Ling TAI Ka Lee TSENG Chun Tang WONG Siu Pan YEUNG Ming Wai ZHUO Zhenliang LI Yuk Shing LUK Ka Wing NG Yuen Man TAM Wai Ying TSEUNG Man Ling WONG Suet Tung YEUNG Pak Shuen ZONG Wenjuan LI Yunyao LUK Sui Yee NG Yuk Tim TAM Ka Yan TSOI Shung Ki WONG Ting Kwok YEUNG Tung Ling ZOU Yi LIANG Jingran LUU Karl NGAN Lit Kwan TAM PO Shan TSUI Lai Yan WONG Tsui Yuen YEUNG Wing Hei LIANG Liang MA Chun NGAN Siu Ling TAM Siu Chung TSUN Yuen Yi WONG Tsz Chung YEUNG Wing Yee LIANG Xin MA Richard NING Zixia TAM Siu Kwan UN Lai In WONG Wai Kuen Stephanie LIANG Ziyu MA Yifan NISHINO Ryosuke TAM Siu Wun WAN Fong Ching WONG Wai Lun Alan YI Zixuan LIAO Wang MAK Kenny Ngai Kan NOH Jisun TAM Wing Yan WAN Ho Yuen WONG Wai Yi YIM Shuk Wa MAK Tsun Hin Stanley ONG Xiu Ru TAN Ka Yan WAN Kang WONG Wai Yin YIM Wai Man

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 2020年獲頒授專業資格人士名單(續) 2020年獲頒授專業資格人士名單(續) New Designation Holders in 2020 (Con’t) New Designation Holders in 2020 (Con’t)

新「網絡安全專業人員」 新「銀行專業會士(澳門)初級」 New Associate Cybersecurity Professional (ACsP) New Certified Banker (CB Macao (Stage I)) CHOI Kin Wai Kenneth LOK Chi Yeung TSANG Faan Yu WONG Tsz Toa YU Chun Wood Johnson KAY Siu Shing SU Wen CHAN Io Meng CHEONG Tat In HO Sok In LEI Chou Hang LEONG Kit Man 新「認可財富管理師」 CHAN Iok Lei FAN Chin Tong David KUOK San Hong New Certified Retail Wealth Professional (CRWP) 新「專業財富管理師」 — 澳門 CHAN Hiu Wah CHU Chun Tat KWOK Po Shek Alex MA Siu Hei WONG Ka Lee New Certified Financial Management Planner (CFMP™)-Macau CHAN Hoi Man CHUI Yuet Ping KWONG Chi Fai MA Yiu Fung WONG Shuk Ha AO IEONG Pek Kei CHOI Fan Lap KUONG Chit Weng LIU Jing VONG Ho Kio CHAN Siu Kuen CHUNG Po Yee LAM Hoi Ying NG Chi Fung WONG Wing Lam Kate AU YEUNG In Si DAI Pinyi LAM Hoi Ian LIU Cuiyi WONG Cheng I CHAO Ming Wa FU Shuk Man LEE Kit Wah Vicky NG Wai Ching Eliza YUNG Shing Wai CHAN Man Ioi FOK Weng Hong LAO Chi Wai LO Sio Tong WONG Meng Meng 72 CHENG Yuen Yee HO Kwok Man LEUNG King Chung Victor SIN Nga Lok CHAN Hou HUANG Chilie LAO Ka Leong LOU Ka Man WONG Sio Mei 73 CHOA Ka Lim HO Kwok Sze Calvin LIU Hiu Tung TAM Kwan Lai Vivian CHAN Ka Lai HUANG Jianhua LAU Ieong Wai LOU Hio Tong WONG U Ha CHOW King Lung HUI Hiu Wai LO Hing Man Alfred WAN Shui Ting CHAN Ngoi Chon HUANG Qiqing LEONG Hok Chon LOU Hong Ngai WU Wing Yan 新「財富管理師」 CHANG Sio Lon IAN Sio Ha LEONG Chi Chon LU Yi XU ShaoBin New Associate Retail Wealth Professional (ARWP) CHEN BaoYi IEONG Nga Man LEONG Ka Ian LU Yichi ZENG Guohua AU Yee Man Melody FUNG Ka Ying Sandi LAM Wai Kin MOK Chee Wai WONG Ling Nai Lynne CHEONG I Im JIN FeiTie LEONG Si Meng NG Chi Hei ZHOU TaoYing AU Sik Kwan FUNG Pun Ho LAM Yik Sun MOK Man Fai WONG Man Ying CHEONG Lei Un KAM Ka Man LI Lili PUN Ka Hou AU-YEUNG Mei Yee FUNG Yin LAM Yuet Yung MUI Pok Ho Antony WONG Pik Har CHIANG Lai Fong KUAN Sok Mui LIANG Rong Rong SIN Pou Sang BUT Chun Yu HAU Chun Fan LAU Ka Yee NG Chun On WONG Shan Shan CHIM Lai Ieng KUOK Ka Lei LIN QianHeng TANG Yee Wah CHAN Chiu Wing HO Mamie LAU Sau Ching NG Hui Hang WONG Siu Mei CHAN Kei Chun HO Suk Man LAU Tin Loong Glen NG Lai Kwan WONG Suet Sum CHAN Pui Lam HSU Wei Chien LAU Yim Chun NING Choi Hok WONG Suk Fun Vicky CHAN Shun Wai HU Wenjuan LAU Yun Mei SHAM Ho Ming WONG Wai Sum Sandy CHAN Sze Ching HUI Hon Kin LAU Yun Sang SHEK Ming Wai WONG Wai Yi CHAN Sze Yi HUI Chun Kit Andy LEE Hung Fei SIT King Ching WONG Wing Hung CHAN Yu Chun HUNG Kwong Shing LEE Ming Kin Louis SIT Wing Sze Rosa WONG Wing Ki Ricky CHAU Chin Hung HUNG Sheng Fen LEE Yat Ying SO Sai Hong WONG Yik Lun LEUNG Cheng Han CHEN Ki Ki KAM Ning Yi SO Wai Chung WONG Yin Hung Clemence CHEN Ying Ying KAN Ming LEUNG Chun Kit SO Wai Lun WONG Yin Ling CHENG Suet Ching Camilla KO Ching Wun Crystal LEUNG Lai Fong SUEN Yin WONG Yiu Fai CHEUNG Ka Nin KONG Tak Man LEUNG Lok Kwan SUNG Hon Kan Kenneth WU Chun Pong CHEUNG Kam Ying KONG Yin Ha LEUNG Long Yin SZETO Shiu Cheung YEUNG Hiu Lam Karen CHEUNG Lai Fun KONG Yuen Ching LEUNG Po Yee TAM Ka Chiu YEUNG Man Him CHEUNG Man Sze KWAN Man Wah Bonnie LEUNG Sze Man TAM Kit YEUNG Sin Yue CHEUNG Po Chung KWAN Wai Shun LEUNG Yin Cheung TAM Man Hong YEUNG Tung Wai CHEUNG Siu Kit Everest KWOK Bik Yu Briscilla LI Chi To TAN Wai Lung YIP Ying CHEUNG Siu Wing KWOK Chi Ching LI Hei To TING Kam Hung YIU Kwong Wing CHEUNG Wing Yam KWONG Wing Yi LI Hoi Ling TONG Bak Kuet YIU Tai Kong CHONG Yuk Ka LAI Man Kiu LI Wai Man TSANG Chi Hung YUEN Ho Pong CHOU Mei Ki LAI Man Lee LI Ying Shirley TSANG Tin Wah YUEN Yee Ling CHUI Chung Hei LAI Yi Ling LIN Shih Feng TSUI Yuen Tung YUNG Kwan Yui CHUNG Wai Yu LAM Cheung Ling LO Wai Fung WANG Yongting ZHOU Chenhong CHUNG Yuen Yee LAM Chung Sang LUI Wai Hang WONG Chun Ho FAN Kam Ming LAM Miu Kit MAK Sai Ho WONG Ka King FOK Man Yi LAM Shing Chi MAN Kwok Chun WONG Lai Ling FONG Ka Chun LAM Tak Ho MARK Sau King WONG Lai Sum

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 附錄七 Appendix VII

第十三屆香港銀行學會「傑出財富管理師大獎」得獎名單 第十三屆香港銀行學會「傑出財富管理師大獎」得獎名單 The 13th HKIB Outstanding Financial Management Planner Awards Winner List The 13th HKIB Outstanding Financial Management Planner Awards Winner List

獎項 得獎者 得獎機構 獎項 得獎者 得獎機構 Awards Awardees Organisations Awards Awardees Organisations A 組別(一般客户,從事個人財富管理工作不多於3年) C組別(高資產值客戶,從事個人財富管理工作 – 處理客戶投資資產100萬美元或以上,不包括通常居所的價值) Group A: General Wealth Management Customer, Group C: High Net Worth Customer, Financial Management Planners with Financial Management Planners with up to 3 years of experience customers with investable assets of over USD 1 million (excluding the primary residence owned) 香港上海滙豐銀行有限公司 大獎 林猷鱸 中信銀行(國際)有限公司 大獎 廖梓希 The Hongkong and Shanghai Banking Grand Award LAM Yau Lo, Fison China CITIC Bank International Limited Grand Award LIU Tsz Hei, Jeff Corporation Limited 金獎 韓微多 中國銀行(香港)有限公司 金獎 劉燕飛 中國銀行(香港)有限公司 Gold Award HAN Weiduo, Victoria Bank of China (Hong Kong) Limited Gold Award LAU Yin Fei, Yuki Bank of China (Hong Kong) Limited 中國建設銀行(亞洲)股份有限公司 金獎 梁澤軒 香港上海滙豐銀行有限公司 China Construction Bank (Asia) 74 金獎 香董輝 Gold Award LEUNG Kenneth Marcus 75 The Hongkong and Shanghai Banking Corporation Limited Gold Award HEUNG Tung Fai, Matthew Corporation Limited 最佳演說獎 林猷鱸 中信銀行(國際)有限公司 香港上海滙豐銀行有限公司 Best Presentation Award LAM Yau Lo, Fison China CITIC Bank International Limited 最佳演說獎 廖梓希 The Hongkong and Shanghai Banking 最佳理財方案獎 林猷鱸 中信銀行(國際)有限公司 Best Presentation Award LIU Tsz Hei, Jeff Corporation Limited Best Financial Planning Proposal Award LAM Yau Lo, Fison China CITIC Bank International Limited 香港上海滙豐銀行有限公司 中國銀行(香港)有限公司 最佳理財方案獎 廖梓希 The Hongkong and Shanghai Banking Best Financial Planning Proposal Award LIU Tsz Hei, Jeff Bank of China (Hong Kong) Limited Corporation Limited 中信銀行(國際)有限公司 B 組別(一般客户,從事個人財富管理工作3年以上) China CITIC Bank International Limited Group B: General Wealth Management Customer, 花旗銀行(香港)有限公司 Financial Management Planners with over 3 years of experience 最佳提名機構獎 Citibank (Hong Kong) Limited 香港上海滙豐銀行有限公司 大獎 陳婉婷 Top Nomination Award 大新銀行有限公司 The Hongkong and Shanghai Banking Grand Award CHAN Yuen Ting, Emily Dah Sing Bank, Limited Corporation Limited 香港上海滙豐銀行有限公司 金獎 李建儀 中國銀行(香港)有限公司 The Hongkong and Shanghai Banking Corporation Limited Gold Award LEE Kin Yee, Jannie Bank of China (Hong Kong) Limited 南洋商業銀行有限公司 香港上海滙豐銀行有限公司 金獎 潘毓婷 Nanyang Commercial Bank, Limited The Hongkong and Shanghai Banking Gold Award PAN Yuting, Clara Corporation Limited 香港上海滙豐銀行有限公司 最佳演說獎 陳婉婷 The Hongkong and Shanghai Banking Best Presentation Award CHAN Yuen Ting, Emily Corporation Limited 香港上海滙豐銀行有限公司 最佳理財方案獎 潘毓婷 The Hongkong and Shanghai Banking Best Financial Planning Proposal Award PAN Yuting, Clara Corporation Limited

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 附錄八 Appendix VIII

第十一屆全國傑出財富管理師大獎得獎名單 第十一屆全國傑出財富管理師大獎得獎名單 11th China Outstanding Financial Management Planner Awards Winner List 11th China Outstanding Financial Management Planner Awards Winner List

獎項 姓名 銀行名稱 獎項 姓名 銀行名稱 甲組:高端客戶財富管理組別(客戶流動資產值一百萬美元或以上) 丙組:一般財富管理組別 - 具備兩年以下之財富管理工作經驗 第一名 宋京秋 廣發銀行 王 欣 中國農業銀行 第二名 張 薇 中國建設銀行 秦連海 中國郵政儲蓄銀行 第三名 劉 瑩 中國農業銀行 姬媛媛 招商銀行 第三名 楊 帆 華夏銀行 徐小川 浙商銀行 第三名 郭 娜 北京銀行 柳光耀 廣發銀行 第四名 乙組:一般財富管理組別 - 具備兩年或以上之財富管理工作經驗 陳憶新 上海銀行 第一名 蔡 融 中國建設銀行 何思陽 天津銀行 第二名 莫 天 中國銀行 申 振 鄭州銀行 76 77 第三名 潘 蕃 中國工商銀行 婁 雙 錦州銀行 第三名 李 秦 西安銀行 陳 曦 南京銀行 丙組:一般財富管理組別 - 具備兩年以下之財富管理工作經驗 戴曉寒 中國工商銀行 第一名 高 芸 杭州銀行 易豔娟 中國民生銀行 第二名 張 璐 哈爾濱銀行 趙 珍 渤海銀行 第三名 劉雨婷 交通銀行 程 蕾 西安銀行 第三名 徐宏濤 浙商銀行 馬敏芝 廣東省農村信用社聯合社 第三名 呂科辰 北京農商銀行 吳芷境 中國建設銀行 甲組:高端客戶財富管理組別(客戶流動資產值一百萬美元或以上) 李嬋媛 中信銀行 陳 滿 中國工商銀行 第五名 陶 蕾 平安銀行 劉 浩 中國農業銀行 蔡君琴 杭州銀行 范雲婷 中國銀行 邱澤惠 富邦華一 沈豔萍 中國建設銀行 賴偉都 中國郵政儲蓄銀行 鍾 雯 交通銀行 陳 婷 渤海銀行 第四名 沈 碩 招商銀行 陳 媛 西安銀行 張朕涵 中信銀行 丁佩琴 晉商銀行 趙聖男 渤海銀行 王 靜 滙豐銀行(中國) 于 蕾 浦發銀行 李林思 北京銀行 乙組:一般財富管理組別 - 具備兩年或以上之財富管理工作經驗 李曉敏 中國郵政儲蓄銀行 李昊栩 中信銀行 陳邦星 平安銀行 趙 也 渤海銀行 第四名 曹 穎 廣東南粵銀行 翁 哲 廈門國際銀行 馬曉曚 廊坊銀行 嚴肖玲 南洋商業銀行(中國) 羅昌寧 東亞銀行(中國)

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 附錄九 Appendix IX

2020香港資訊及通訊科技獎:「金融科技獎」得獎名單 Hong Kong ICT Awards 2020: FinTech Award Winners List

獎項 得獎者 得獎機構 Awards Awardees Organisations 2020 香港資訊及通訊科技獎:「金融科技獎」 Hong Kong ICT Awards 2020: FinTech Award 人工智能語音分析系統 金融科技大獎 有光集團有限公司 Callinter, an Artificial Intelligence FinTech Grand Award Fano Labs Ltd. Compliance Assurance System 金融科技(銀行業務、保險及資本市場)獎 FinTech (Banking, Insurance and Capital Market) Award 車保e-Check 金獎 香港保險業聯會 Motor Insurance DLT-based 78 Gold Award The Hong Kong Federation of Insurers 79 Authentication System (MIDAS) 銀獎 恒生銀行有限公司 BERI Silver Award Hang Seng Bank Ltd. 銀獎 OneDegree Global OneDegree Global Ltd. Silver Award 優異證書 Life-Booking Insurance System BeeFintech Company Ltd. Certificate of Merit 金融科技(新興解決方案)獎 FinTech (Emerging Solutions) Award 金獎 AQUMON 弘量研究有限公司 AQUMON Gold Award AQUMON (Magnum Research Ltd.) 銀獎 gini 數據富集 gini Silver Award gini data enrichment 滙港投資寶:一站式投資及財富管理應用程式 銀獎 滙港資訊有限公司 InvestPRO - Mobile Trading & Silver Award Infocast Ltd. Investment Application 優異證書 iDDY - 您的A.I.個人理財夥伴 愛投金融科技有限公司 Certificate of Merit iDDY - Your A.I. Personal Finance Buddy iDDY Financial Technologies Ltd. 優異證書 彼易科技有限公司 ReadyTravel Smart FX Platform Certificate of Merit Pecutus Technologies Ltd. 金融科技(監管科技及風險管理)獎 FinTech (Regulatory Technology and Risk Management) Award 人工智能語音分析系統 金獎 有光集團有限公司 Callinter, an Artificial Intelligence Gold Award Fano Labs Ltd. Compliance Assurance System 銀獎 Know Your Customer Digital Onboarding Solutions Know Your Customer Ltd. Silver Award 銀獎 濃說 Wizpresso Search Silver Award Wizpresso 優異證書 中國證券市場文本大數據量化平台 數行者科技有限公司 Certificate of Merit Text Analytics Platform for Chinese Capital Market Datago Technology Ltd.

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report 年報 Annual Report 2020

適應與蛻變 : 以靈活方式應對逆風 A Year of Adaption & Evolution: Remaining Resilient Through Headwinds

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香港銀行學會 香港總部 香港上環干諾道中 148 號粵海投資大廈 3 樓 電話 (852) 2153 7800 傳真 (852) 2544 9946 電郵 [email protected]

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The Hong Kong Institute of Bankers Hong Kong Head Of ce 3/F, Guangdong Investment Tower 148 Connaught Road Central, Hong Kong Tel (852) 2153 7800 Fax (852) 2544 9946 Email [email protected]

Beijing Representative Of ce 8/F, Tower 5, Courtyard 1, Yuetan South Street Xicheng District, Beijing, China Post code 100045 Tel (86) 10 6657 5550 Fax (86) 10 6657 4966 Email [email protected]

香港銀行學會年報 2020 The Hong Kong Institute of Bankers 2020 Annual Report