Yieldway C.

Experience

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  Bank of China (Hong Kong)

  Feb 2013 - Aug 2014

  Financial Planning Manager

  • Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions• Promote and acquire new business for various insurance products in branches• Achieve assigned targets and maximize business opportunities by implementing sales activities and marketing campaigns

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  HSBC

  Dec 2014 - Jun 2021

  • Achieved targets by developing sustainable relationships with high-net-worth customers.• Discovered and fulfilled customer needs by presenting relevant solutions, such as insurance, investment, trust, and lending.• To enhance portfolio customer experience by providing tailored made services. • Achieved Top Performance Team among HK District in 2018, 2019, and 2020 consecutively.• Support the frontline staff in resolving complaints as per customer problem-resolution guidelines.• Acted as Deputy Branch Manger in 2017 and overseed the branch sales performance and operation, managed a branch of 80 sales and operation staff. • Awarded Top Premier Relationship Manager in 2016.• Represented HSBC to participate in a financial planning competition in 2017.• Achieved the performance expectations by 200% in insurance and investment sales in 2015, 2016 and 2017 consecutively. • Acted as a Team Manager in 2017 and took initiative to share market updates and successful cases.

  • Jade Director

    Nov 2020 - Jun 2021

  • Assistant Branch Manager

    Apr 2018 - Nov 2020

  • Premier Relationship Manager

    Dec 2014 - Apr 2018
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  Citi

  Jun 2021 - Jun 2022

  Citigold Private Client Banker

  • Achieved the targets by developing effective and sustainable relationships with private banking clients.• Advised customers to enrich their relationships by mobilizing additional funds and providing tailored wealth solutions based on current and future customer needs.• Worked closely with Trust, and Credits Department to provide all-rounded wealth solutions and services.

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  Prudential Hong Kong

  Jun 2022 - Jun 2023

  Business Development Manager

  • Successful in leading the performance increase by 22% compared with the previous year.• Awarded Top Revenue Achievement for the year 2022.• Collaborated and worked closely with the bank’s Insurance Sales Team, to plan and develop the sales strategy for the Financial Advisors.• Acted as a bridge between the Advisors and back offices such as Underwriting and Customer Support Department.• Provided regular coaching on products, latest promotional offers and underwriting guidelines.

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  HSBC

  Jul 2023 - Mar 2024

  Premium Banker

  • Built and maintained positive relationships with clients by providing efficient and professional service.• Developed existing customer relationships through active management of portfolios, ensuring solutions continually meet customer’s needs.• Supported banking transactions, handled cash, and sponsored digital engagement where appropriate.