Oscar Lam
Vancouver
Summary
A dedicated banking professional with over 6 years of experience in the financial services industry, specializing in client relationship management, personal banking, and business development. Adept at distilling complex policies and regulatory guidelines into actionable insights, I bring a wealth of experience in making balanced, equitable decisions that align with organizational goals and client needs. A highly communicative individual with strong interpersonal skills and an ability to adapt to working in team environments with diverse groups of people. Effective communicator capable of simplifying intricate guidelines for a diverse clientele, essential for interpreting grant applications and funding programs. Exceptional communication skills with fluency in English, Mandarin, and Cantonese.
Overview
7
7
years of professional experience
Work History
Client Service Representative
CANADIAN IMPERIAL BANK OF COMMERCE (CIBC)
10.2023 - Current
- Manages client inquiries, providing detailed information and advice regarding complex banking services and products
- Skillfully interprets and enforces compliance with banking policies, demonstrating acumen in policy analysis and application relevant to grant assessment
- Addresses urgent client issues with decisive solutions under tight deadlines
- Makes decisions about customer transactions and verifies authenticity of financial documents.
Personal Banker
HSBC BANK (CANADA)
11.2022 - 08.2023
- Advised clients on account management and financial investments, interpreting complex banking guidelines to provide tailored advice
- Developed strategies and policies to maintain high customer satisfaction, making important decisions that positively impacted client relationships
- Interpreted financial laws, tax codes, and investment regulations to provide sound financial advice and create compliant financial plans
- Handled client frustration with market performance and resolved conflicts.
Relationship Manager, Priority Acquisition
STANDARD CHARTERED BANK (HONG KONG) LIMITED
10.2021 - 06.2022
- Managed a fast-paced client acquisition process, consistently applying bank policies to grow the customer portfolio and increase trade finance business relationships
- Assessed clients' financial health, goals, and risk tolerance
- Provided clients with intricate information about investment options, savings, tax planning, retirement planning.
Senior Business Development Executive
STANDARD CHARTERED BANK (HONG KONG) LIMITED
02.2018 - 10.2021
- Analyzed complex financial statements and advised on wealth management services, applying in-depth knowledge of accounting principles
- Excelled in client communication and policy implementation, contributing to significant growth in client relationships and wealth management portfolio uptake.
Education
MBA -
University Canada West
Vancouver, BC03.2024
Bachelor of Arts (Honours) in Professional Communication -
The Hong Kong Polytechnic University
Hong Kong01.2017
Skills
- Customer Satisfaction Strategies
- Training and mentoring
- Relationship building and rapport
- Conflict Resolution
- Accounting Principles
- Team Collaboration
- Policy Analysis and Application
- Compliance with Banking Policies
- Wealth Management
- Financial Advisory
- Multilingual Communication (English, Mandarin, Cantonese)
Languages
English
Chinese (Cantonese)
Chinese (Mandarin)
Timeline
Client Service Representative
CANADIAN IMPERIAL BANK OF COMMERCE (CIBC)
10.2023 - Current
Personal Banker
HSBC BANK (CANADA)
11.2022 - 08.2023
Relationship Manager, Priority Acquisition
STANDARD CHARTERED BANK (HONG KONG) LIMITED
10.2021 - 06.2022
Senior Business Development Executive
STANDARD CHARTERED BANK (HONG KONG) LIMITED
02.2018 - 10.2021
MBA -
University Canada West
Bachelor of Arts (Honours) in Professional Communication -
The Hong Kong Polytechnic University
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