PUI PAN CHUI
Calgary,AB
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Server
Happy Lamb Hot Pot
03.2023 - Current
- Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences..
- Coordinated with kitchen staff to ensure timely delivery of orders, resulting in satisfied customers.
Senior Premium Banker
HSBC
10.2022 - 03.2023
- Collaborated with other team members to ensure a seamless and efficient banking experience for clients.
- Maintained high-quality service standards, addressing client concerns promptly and professionally.
- Developed strong referral networks with internal partners, resulting in increased business opportunities for the branch.
Vice President II - Investment
HSBC
01.2019 - 06.2022
- Conducted regular portfolio reviews to identify trends and potential risks, proactively addressing issues as they arose.
- Exceeded personal sales targets by building a robust pipeline of prospects and converting them into long-term clients.
- Identified new business opportunities through proactive market research and networking efforts.
Customer Relationship Manager
Bank Of Communications (Hong Kong) Limited
09.2014 - 12.2018
- Created detailed client profiles within the CRM system, enabling tailored approaches when recommending products or services based on specific needs.
- Developed long-term relationships with customers through personalized interactions, ensuring loyalty and repeat business.
- Proactively identified opportunities for upselling or cross-selling additional products/services during interactions with existing customers.
Marketing Manager
Bank Of East Asia Limited
05.2013 - 09.2014
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Played a crucial role in retaining valuable clients during periods of market volatility by addressing concerns proactively and providing expert guidance on portfolio adjustments.
- Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
Customer Relationship Manager
Hang Seng Bank Limited
11.2012 - 04.2013
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Played a crucial role in retaining valuable clients during periods of market volatility by addressing concerns proactively and providing expert guidance on portfolio adjustments.
- Conducted regular reviews of clients'' financial profiles to ensure alignment with their risk tolerance, objectives, and investment strategies.
Customer Relationship Manager
Bank Of China (Hong Kong) Limited
07.2012 - 11.2012
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Played a crucial role in retaining valuable clients during periods of market volatility by addressing concerns proactively and providing expert guidance on portfolio adjustments.
- Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
Premier Relationship Manager
HSBC
12.2009 - 07.2012
- Consistently met or exceeded annual sales targets while maintaining high levels of client retention and satisfaction rates.
- Maintained up-to-date knowledge of regulatory requirements and industry best practices to ensure full compliance within all aspects of the role.
- Enhanced the reputation of the bank by consistently demonstrating professionalism, integrity, and commitment to excellent customer service.
Relationship Officer
Shanghai Commercial Bank Limited
04.2008 - 12.2009
- Exceeded key performance indicators through diligent follow-up, effective negotiation, and a strong focus on meeting client expectations.
- Contributed to the growth of the branch''s assets under management by consistently meeting sales targets.
- Increased referral business by actively networking within the community and participating in local events representing the bank.
Education
Bachelor of Business - Banking And Finance
Monash University
Melbourne, Australia12.2007
Skills
- Time Management
- Exceptional customer service
- Service prioritization
- Self Motivation
- Organizational Skills
- Teamwork and Collaboration
Languages
English
Professional Working
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Full Professional
Timeline
Server
Happy Lamb Hot Pot
03.2023 - Current
Senior Premium Banker
HSBC
10.2022 - 03.2023
Vice President II - Investment
HSBC
01.2019 - 06.2022
Customer Relationship Manager
Bank Of Communications (Hong Kong) Limited
09.2014 - 12.2018
Marketing Manager
Bank Of East Asia Limited
05.2013 - 09.2014
Customer Relationship Manager
Hang Seng Bank Limited
11.2012 - 04.2013
Customer Relationship Manager
Bank Of China (Hong Kong) Limited
07.2012 - 11.2012
Premier Relationship Manager
HSBC
12.2009 - 07.2012
Relationship Officer
Shanghai Commercial Bank Limited
04.2008 - 12.2009
Bachelor of Business - Banking And Finance
Monash University
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