LAI HA, CHAN (YOKO)
Summary
Detail-oriented and highly organized professional with a background in banking relationship management, seeking to leverage one year of Canadian experience to excel in an administrative assistant role. Possess strong communication skills, meticulous attention to detail, and proficiency in managing multiple tasks efficiently.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Friendly Visitor Volunteer
Richmond Cares, Richmond Gives
04.2024 - Current
- Maintained accurate records of client interactions, ensuring confidentiality and compliance with organizational standards.
- Provided a safe environment for clients, ensuring adherence to guidelines and reporting concerns when necessary.
- Enhanced client well-being by providing companionship and emotional support during visits.
- Improved clients'' socialization through engaging conversations and sharing personal experiences.
Administrative Assistant Volunteer
Richmond Cares, Richmond Gives
04.2024 - Current
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Executed record filing system to improve document organization and management.
- Developed marketing materials for events, increasing public interest and attendance rates.
Volunteer
Cambie Community Centre
04.2024 - 04.2024
- Assisted with special events and programs.
- Maintained clean, neat, and operational facilities to serve program needs.
- Supported engaging, fun, and smooth-running events by helping with organization and planning.
- Used strong interpersonal communication skills to convey information to others.
Volunteer
Vancouver Cherry Blossom Festival
04.2024 - 04.2024
- Assisted with special events and programs.
- Maintained clean, neat, and operational facilities to serve program needs.
- Supported engaging, fun, and smooth-running events by helping with organization and planning.
Premier Relationship Manager
HSBC Bank Canada
07.2023 - 01.2024
- Build and maintain strong relationships with Premier Banking clients through proactive communication, personalized service, and regular reviews of their financial needs.
- Identify opportunities to deepen client relationships and promote HSBC products and services, including savings and investment products, mortgages, and credit facilities.
- Conduct financial reviews and assessments to understand clients' goals, risk tolerance, and financial objectives, providing tailored advice and solutions.
- Proactively reach out to clients through phone calls, emails, and in-person meetings to offer relevant financial solutions and address their inquiries and concerns.
- Collaborate with internal teams, including wealth management advisors, mortgage specialists, and operation supports, to deliver comprehensive financial solutions to clients.
- Meet and exceed sales targets, revenue goals, and customer satisfaction metrics while adhering to HSBC policies and compliance standards.
- Contribute to a positive team environment, share best practices, and support colleagues in achieving collective goals.
Premium Banker
HSBC Bank Canada
12.2022 - 07.2023
- Create strategic financial solutions to suit individualized client needs.
- Assist customers by answering banking questions and recommending solutions.
- Help customers open and close accounts, apply for loans and make sound financial decisions.
- Help customers understand and use mobile applications and online banking.
- Advise customers on bank products, services and financial planning options.
- Meet or exceed sales goals by promoting bank products and services in customer interactions.
- Customize products and services to meet specific banking requirements.
- Meet with new clients and complete pre-qualification procedures.
- Build and maintain positive relationships with clients by providing efficient and professional customer service.
- Mutual Fund Licensing achieved in Feb 2023.
Associate Support Manager
HSBC
06.2018 - 08.2022
- Support District Director/Teams to ensure business strategies are implemented in local District smoothly, in particular production of local Management Information reports.
- Coordinate submission of returns to relevant departments on time.
- Assist District Director/Teams for administrative supports.
- Coordinate various departmental wide staff engagement and customer functions, and programs.
- Perform day to day secretarial support to District Director and support on his functional role in the Top Management team.
Customer Service Officer
HSBC
12.2004 - 06.2018
- Deliver fast, friendly and knowledgeable service for routine questions and service complaints.
- Answer phone with positive attitude and ask questions to better understand customer needs.
- Assist credit operations.
- Customer visit with the relationship manager.
- Administrative support for the relationship manager.
- I passed on Licensing Examination for Securities and Futures Intermediaries and investment licensing achieved in 2005-2006.
Senior Bills Clerk
HSBC
10.1994 - 12.2004
- Assisted trade operations.
- I have been promoted to a bills checker in 1999.
Education
Bachelor of Arts (Hon) - Business Studies
University of Greenwich
United Kingdom08.2021
Professional Diploma - Business Administrative Management
The Hong Kong Management Association
Hong Kong10.2019
Skills
- Strong organizational and time management skills
- Excellent verbal and written communication skills
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Attention to detail and accuracy
- Ability to multitask and prioritize tasks effectively
- Familiarity with financial analysis and banking operations
- Customer service excellence
Languages
English
Cantonese
Mandarin
Certification
- Investment Funds in Canada License - Feb, 2024
- HKSI Practicing Certificate (Securities) License - Oct, 2005
Timeline
Friendly Visitor Volunteer
Richmond Cares, Richmond Gives
04.2024 - Current
Administrative Assistant Volunteer
Richmond Cares, Richmond Gives
04.2024 - Current
Volunteer
Cambie Community Centre
04.2024 - 04.2024
Volunteer
Vancouver Cherry Blossom Festival
04.2024 - 04.2024
Premier Relationship Manager
HSBC Bank Canada
07.2023 - 01.2024
Premium Banker
HSBC Bank Canada
12.2022 - 07.2023
Associate Support Manager
HSBC
06.2018 - 08.2022
Customer Service Officer
HSBC
12.2004 - 06.2018
Senior Bills Clerk
HSBC
10.1994 - 12.2004
Bachelor of Arts (Hon) - Business Studies
University of Greenwich
Professional Diploma - Business Administrative Management
The Hong Kong Management Association
- Investment Funds in Canada License - Feb, 2024
- HKSI Practicing Certificate (Securities) License - Oct, 2005
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