Results-oriented investment banking professionals can manage competing priorities to accomplish challenging goals. Knowledgeable about compliance issues and legal concerns. Bring in new business and maximize success rates.
A hardworking employee with customer service, multitasking, and time management abilities. Dedicated to giving every customer a positive and memorable experience.
Being an officer focused on satisfying customers by providing high-quality service. Determined and dedicated to exceeding mandates. Eager to take on higher responsibilities.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Officer
BOCI Prudential Trustee
12.2020 - 05.2022
Answering customers' inquiries about pensions over the phone and providing possible solutions
Provide Hong Kong MPF scheme administration support, including enrolment, contribution, switching, and termination
Build and maintain a good relationship with customers.
Customer Care Officer
HSBC
04.2018 - 12.2020
Provide quality customer service to premier customers by answering inquiries about banking services over the phone
Meet the financial services needs of customers by offering additional services with insurance, loans, and credit cards to meet customers' needs
Promote digital banking services and products.
Sales Assistant
Zara
05.2016 - 11.2016
Support store daily operations and ensure the shop floor with adequate stock level
Ensures sales floor and all store standards are always met
Assist in handling new arrival items
Participates in team training to execute business results and achieve targets
Provide fitting room service and handle customer inquiries.
Education
Diploma Business Administration - Financial Services
Red River College Polytech
Winnipeg
04.2024
Skills
Effective Communication
Customer Service
Relationship Building
Client Engagement
Problem-Solving
Organizational Skills
Time Management
Microsoft Office
Work Coordination
Certification
Certificate of Completion of Canadian Investment Funds Course
Languages
English
Cantonese
Mandarin
Timeline
Officer
BOCI Prudential Trustee
12.2020 - 05.2022
Customer Care Officer
HSBC
04.2018 - 12.2020
Sales Assistant
Zara
05.2016 - 11.2016
Diploma Business Administration - Financial Services
Red River College Polytech
Similar Profiles
Anthony Chan Yu ChungAnthony Chan Yu Chung
Fund Accountant at BOCI-Prudential Trustee LimitedFund Accountant at BOCI-Prudential Trustee Limited