Neil Chui

Experience

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  Hang Seng Bank

  Sept 2012 - Nov 2014

  Customer Relationship Officer

  • Conducted client interviews to determine most suitable mortgage product according to client needs and priorities.• Provided additional advice and guidance on and related financial products, including buildings cover and life insurance.• Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

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  Bank of China (Hong Kong)

  Feb 2015 - Sept 2016

  Assistant Customer Relationship Manager

  • Liaised with clients to assess objectives, making informed financial recommendations to achieve specified goals.• Managed portfolio of clients to maximize return on investments.• Cultivated and strengthened relationships with new and existing clients.

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  Hang Seng Bank

  Oct 2016 - May 2017

  Senior Customer Relationship Officer

  • Investigated market changes and devised approaches to take advantage of emerging opportunities.• Maintained close watch on financial and operational performance of different funds and made proactive adjustments to keep clients' portfolios in conformance with plans.• Worked with investment specialist to develop strong customer connections, promoting long-lasting relationships.

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  AIA

  Jul 2017 - Jun 2022

  Financial Planner

  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.• Explained features, advantages and disadvantages of various policies to promote insurance sales.• Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.AccomplishmentsMDRT(Million Dollar Round Table) member 2018MDRT(Million Dollar Round Table) member 2019MDRT(Million Dollar Round Table) member 2021 Show less

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  The Co-operative Bank plc

  Jun 2022 - Jul 2022

  Customer Advocate
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  Lloyds Bank

  Oct 2022 - Sept 2023

  Customer Service Assistant
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  HSBC

  Oct 2023 - now

  Universal Banker