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Mentor Connie.PNG

Connie Mak is a highly influential senior corporate banking executive with an extraordinary 30+ year track record of managing top-tier global institutional investors and driving multi-sector revenue growth. Most recently, she served as the Head of Client Services for Direct Custody and Clearing at HSBC Markets & Securities Services, where she directed a team of client managers overseeing a massive USD 1 trillion asset portfolio under custody. Connie's deep industry footprint spans executive leadership roles including Head of Relationship Management for North Asia at BNP Paribas and Executive Director of Network Management at J.P. Morgan Chase. She has delivered securities market training to institutional organizations around the globe and holds a BSc (Honors) in Economics with Law. 

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As a mentor, Connie provides a blueprint for mastering high-value client management, global custody products and operations, institutional cross-selling and market regulatory expertise through her active engagement in industry advocacy and regulatory initiatives. Mentees can learn her concrete strategies for achieving exponential business growth—such as driving an 800% revenue increase over four years at BNP Paribas—and navigating complex cross-border market restrictions. Furthermore, as an active NGO Board Director and Managing Director at the Financial Executive Club, Connie is uniquely positioned to offer exceptional career coaching, board presentation training, and guidance on navigating first-line-of-defense risk and compliance issues. 

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