Bill Tak Lok Leung
Toronto
Summary
With over 3.5 years of experience in the banking and insurance industry, I achieved the prestigious Million Dollar Round Table (MDRT) status in 2022. Seeking a customer service representative role, I offer valuable expertise in providing exceptional customer support and ensuring timely processing of clerical work. My strong skills in insurance and effective communication, along with a collaborative approach to problem-solving, make me a dedicated team player. Excited about the opportunity to work with a dynamic team of insurance professionals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Manager-Financial Planning
Sun Life Hong Kong Limited
09.2020 - 03.2023
- Lead a team of financial advisors at Sun Life Hong Kong Limited
- Achieved MDRT status in 2022
- Oversee team performance and ensure adherence to regulatory requirements and company standards
- Develop and implement effective financial planning strategies for clients for around 200+ clients
- Collaborate with internal teams to develop and implement marketing and sales initiatives
- Conduct regular training and coaching sessions for team members
- Stay up-to-date on industry trends and identify growth opportunities for the company
- Ensure long-term financial security of clients
General Banking Officer
HANG SENG BANK LIMITED
07.2019 - 07.2020
- Assist customers with their banking needs (e.g
- Account opening, deposits, withdrawals, loan applications)
- Conduct financial assessments and risk analyses for loan applications
- Maintain accurate customer records and ensure compliance with policies and regulations
- Collaborate with colleagues across departments to provide comprehensive banking services
- Identify opportunities to cross-sell banking products and services
- Stay up-to-date on market trends and product knowledge
- Handle customer complaints and resolve issues promptly
Education
Bachelor of Business Adminstration(Hons) - Business Economics
City University Of Hong Kong
Hong Kong07.2020
Skills
- Customer Relationship Management
- Insurance
- Claims handling
- Complaint handling
- Time Management
- Critical Thinking
- Financial Planning
Certification
RIBO Level 1 Exam, 12/02/24
Languages
Native Cantonese
Native or Bilingual
Mandarin
Native or Bilingual
English
Full Professional
Accomplishments
Achieved MDRT 2022 by delivering professional insurance service.
Timeline
Assistant Manager-Financial Planning
Sun Life Hong Kong Limited
09.2020 - 03.2023
General Banking Officer
HANG SENG BANK LIMITED
07.2019 - 07.2020
RIBO Level 1 Exam, 12/02/24
Bachelor of Business Adminstration(Hons) - Business Economics
City University Of Hong Kong
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