Karin Hoi Yan Leung
Burnaby,British Columbia
Summary
Highly motivated candidate successful at managing multiple priorities with a positive attitude. Excelled in maintaining lasting customer satisfaction by delivering quality service and unparalleled support. Passionate in promoting financial health for individuals ensuring individuals make informed financial choices, withstand unexpected emergencies and meet long-term goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Invest By Phone Advisor
Royal Bank of Canada, RBC
Vancouver, BC
09.2023 - 02.2024
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Transformed client financial outcomes by integrating advanced analytical tools into investment decision-making process.
- Provide personalised financial advice to clients based on individual needs.
Premium Banker
HSBC Canada
Vancouver, BC
09.2022 - 05.2023
- Conducted regular statement reviews and identify suitable investment opportunities such as saving accounts, mutual funds and GICs.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Personal Banker (Part Time)
HSBC
01.2022 - 09.2022
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Optimized customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Deputy Team Head of Admission and Public Relations
Stewards Pooi Kei College
09.2019 - 08.2021
- Conducted market and public opinion research related to the School's reputation and positioning among key stakeholder audiences.
- Coordinated schedules and timelines for events.
- Fulfilled contractual obligations for rehearsal and day of event coordination.
- Delivered smooth execution by coordinating outsource service providers, marketing, event management and follow-up.
Yoga Instructor (Wheel) (Aerial Hammock Dance)
Air Studio, Cloud Nine Aerial Studio (Co-founder)
06.2018 - 08.2021
- Demonstrated correct use of yoga wheel and aerial hammock for students to achieve maximum benefits.
- Motivated clients to achieve their personal fitness goals through developing and modifying routines.
- Encouraged participation and increased enjoyment with fun routines and music accompaniment.
- Managed class of 10+ students from various backgrounds.
English Teacher (ESL) and Form Coordinator
Stewards Pooi Kei College
09.2008 - 08.2021
- Prepared and implemented lesson plans covering required course topics.
- Administered assessments and standardized tests to evaluate student progress.
- Prepared comprehensive English curriculum for multiple classes.
- Utilized multimedia strategies and technology to convey information in fresh and interesting ways.
- Kept classroom organized, clean, and safe for students and visitors.
- Developed and taught ESL curriculum to improve students' conversational abilities.
- Collaborated with teachers and department heads to meet quarterly and yearly educational goals.
- Collaborated with colleagues in developing benchmark lessons and identifying curriculum needs of faculty.
Education
Bachelor of Education - Language Teaching (English Language)
The Education University of Hong Kong
Hong Kong06.2007
Skills
- Native in Chinese (Cantonese) and fluent in English and Mandarin
- Team Relationship and rapport building
- Client relationship building and client loyalty
- Investment and lending advice
Certification
Canadian Securities Institutes - Investment Funds of Canada
Canadian Securities Institutes - Personal Financial Services Advice
Canadian Securities Institutes- Financial Planning 1
Certificate of Financial Services Advice (CFSA)
Timeline
Invest By Phone Advisor
Royal Bank of Canada, RBC
09.2023 - 02.2024
Premium Banker
HSBC Canada
09.2022 - 05.2023
Personal Banker (Part Time)
HSBC
01.2022 - 09.2022
Deputy Team Head of Admission and Public Relations
Stewards Pooi Kei College
09.2019 - 08.2021
Yoga Instructor (Wheel) (Aerial Hammock Dance)
Air Studio, Cloud Nine Aerial Studio (Co-founder)
06.2018 - 08.2021
English Teacher (ESL) and Form Coordinator
Stewards Pooi Kei College
09.2008 - 08.2021
Bachelor of Education - Language Teaching (English Language)
The Education University of Hong Kong