WTWilson Tsui
@wilsontsui
Senior Product Manager with expertise in financial technology and processes.
United KingdomWhat I'm looking for
I am a highly accomplished and results-driven Senior Product Manager with over a decade of experience in financial technology. My career has been dedicated to driving revenue growth and operational excellence through optimizing complex processes and managing client lifecycles. I have a proven track record of leading product strategy initiatives for financial platforms, leveraging market insights and technology to enhance revenue assurance and accelerate impactful feature delivery.
In my current role as Associate Director of Market and Product Strategy at Morningstar Inc, I led comprehensive market analysis for the Asia Pacific region, identifying key opportunities for revenue growth. My efforts in product enhancements have directly contributed to improved market penetration and cross-functional alignment with stakeholders. I take pride in my ability to empower sales teams with critical product expertise, ensuring that market insights translate into effective product development strategies.
Previously, I orchestrated client success strategies that maintained a client retention rate exceeding 90% and drove significant revenue growth through strategic upselling initiatives. My experience spans various roles, including Senior Services Relationship Manager and Senior Client Service Analyst, where I consistently improved operational efficiency and client satisfaction. I am passionate about leveraging my skills to drive innovation and success in the financial technology sector.
Experience
Work history, roles, and key accomplishments
Associate Director, Market and Product Strategy
Morningstar Inc (UK)
Jul 2024 - Present (1 year 1 month)
Led comprehensive market analysis for Asia Pacific, informing product strategy and identifying opportunities for revenue growth within key markets. Drove product enhancements for the Advisor tool in Japan by conducting in-depth market feedback and formulating actionable recommendations, directly contributing to improved market penetration.
Associated Director of Client Success
Morningstar Inc (UK)
Aug 2019 - Present (6 years)
Orchestrated client success strategies that maintained a client retention rate exceeding 90%, directly contributing to sustained revenue streams. Spearheaded process optimizations for client onboarding, achieving a 20% reduction in time and enhancing initial client experience.
Senior Services Relationship Manager
eVestment (a Nasdaq Company)
Jan 2019 - Present (6 years 7 months)
Achieved an exceptional client retention rate of over 93%, securing vital recurring revenue and strengthening client relationships. Drove significant revenue growth by increasing average revenue per client by 20% through strategic upselling and cross-selling initiatives.
Senior Client Service Analyst
eVestment (a Nasdaq Company)
Jan 2016 - Present (9 years 7 months)
Managed high-volume client inquiries, consistently ensuring case responses within a 2-hour timeframe to maintain service level agreements and client satisfaction. Contributed to operational efficiency by promptly resolving complex client issues, mitigating potential escalations and enhancing overall service delivery.
Account Manager/Project Manager
BNP Paribas
Apr 2012 - Present (13 years 4 months)
Streamlined trade settlement processes for new clients, significantly improving onboarding efficiency and reducing operational friction. Engineered process enhancements that successfully reduced failed trades, directly contributing to improved operational excellence and financial accuracy.
Operation Associate
Samsung Securities (Asia) Ltd
Nov 2009 - Present (15 years 9 months)
Oversaw precise booking and confirmation of trades, ensuring data integrity and contributing to seamless financial operations. Prepared comprehensive financial reports for regulatory compliance, demonstrating strong attention to detail and adherence to standards.
Education
Degrees, certifications, and relevant coursework
HTHong Kong University of Science and Technology
Master of Science, Finance in Investment Management
2013 - 2014
Completed a Master of Science in Finance with a specialization in Investment Management. Gained advanced knowledge in financial markets, investment strategies, and portfolio management.
HUHong Kong Polytechnic University
Bachelor of Arts (Hons), Financial Services
2002 - 2005
Obtained a Bachelor of Arts with Honors in Financial Services. Developed a strong foundation in financial principles, services, and industry practices.
Availability
Location
United KingdomAuthorized to work in
Job categories
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