KIT HA NG
4018 Highway 7, Unionville,ON
Summary
Dynamic and results-driven professional with over 7 years of experience in banking industry, demonstrating an innovative approach in developing strategies to boost customer satisfaction. Exhibits a deep understanding of client's financial objectives, fostering robust relationships. Strong understanding of regulatory requirements and compliance standards while delivering impactful financial solutions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
CIBC
03.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty through consistent communication and follow-up meetings.
- Leveraged knowledge of financial products and services to provide tailored solutions to meet clients' banking needs.
- Identify opportunities to cross-sell and upsell products and services to provide tailored solutions to meet their financial needs and goals.
- Increased client retention rates by consistently delivering high-quality service and demonstrating genuine concern for their wellbeing.
- Collaborated with partners to deepen existing client relationships and connect them to the right people and opportunities at CIBC.
- Ensure compliance with all regulatory requirements and company policies in all customer interactions.
Financial Services Representative
CIBC
08.2022 - 02.2024
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Understanding clients’ needs and recommend simple, personalized solutions to help clients in achieving their financial goals.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members and making referrals to partners to achieve sales targets
Assistant Personal Banking Manager
Bank of China (Hong Kong) Limited, Hong Kong
09.2021 - 06.2022
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Develop and execute strategies to attract and retain high-net-worth individuals as personal banking clients.
- Identify customer needs and recommend appropriate banking products and provide excellent services
- Develop and maintain strong relationships with clients, providing them with personalized financial advice
- Collaborated with team members to achieve high sales performance in various banking products and services.
Service Guru
Citibank Hong Kong
09.2019 - 08.2021
- Self-motivated, with a strong sense of personal responsibility to maximize revenue by identifying cross-sell opportunities and promoting banking products and services to customers.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly by performing efficient, accurate banking transactions including, managing cash supply for the branch, processing cash deposits, and maintaining banking vault cash.
- Proved successful working within tight deadlines and a fast-paced environment.
Branch Traninee
HSBC (Hong Kong)
01.2018 - 09.2018
- Support daily branch activities, such as processing paperwork, maintaining records, and assisting with cash handling.
- Provide friendly and efficient service to customers, answering inquiries and assisting with transactions.
- Learn about HSBC's range of products and services, including accounts, loans, and investments.
Education
Bachelor of Arts - International Business
The Hong Kong Polytechnic University
06-2018
Skills
- Cash flow management
- Retirement planning
- Portfolio management
- Tax planning
- Customer service
- Relationship building and management
Languages
English
Full Professional
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Certification
- Certificate in Financial Services Advice
Award
CIBC F2025 Q1 Moment Makers Award
Timeline
Associate Financial Advisor
CIBC
03.2024 - Current
Financial Services Representative
CIBC
08.2022 - 02.2024
Assistant Personal Banking Manager
Bank of China (Hong Kong) Limited, Hong Kong
09.2021 - 06.2022
Service Guru
Citibank Hong Kong
09.2019 - 08.2021
Branch Traninee
HSBC (Hong Kong)
01.2018 - 09.2018
Bachelor of Arts - International Business
The Hong Kong Polytechnic University
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