Steven Shu Wa SHUM
North York,Canada
Summary
Personable candidate committed to helping clients meet their needs. Extensive experience developing and implementing business strategies tailored to client’s individual needs and objectives. Passionate about providing sound business advice and helping clients reach financial goals.
Developed range of valuable skills in fast-paced, customer-facing environment, now looking to transition into new field. Demonstrated ability to manage client interactions and resolve complex issues efficiently. Seeking to apply these transferable skills to make positive impact in new role.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Mortgage Service Officer
HSBC Bank Hong Kong
08.2021 - 01.2025
- Successfully achieved 120% of the Mortgage Loan Drawn Amount Target by supporting the end-to-end mortgage process and application referred by branch and mortgage outreach sales team
- Successfully achieved 110% of the referral Wealth Product (Investment and Insurance)
- Provide privilege mortgage solutions and services to customers
- Join HSBC volunteer team for visiting retirement homes and woven scarf to the elder
Business Development Officer, Priority Acquisition (Mortgage) Distribution Network, Retail Banking
Standard Chartered Bank (Hong Kong)
06.2018 - 06.2021
- Successfully achieved 120% of the Mortgage Loan Drawn Amount Target of the Branch
- Successfully achieved 100% of the referral Wealth Product (Investment and Insurance)
- Soliciting business with real estate agencies and providing mortgage solutions to potential clients at the branch
- Coordinate with Relationship Managers of the branch for the referred cases
- Provide mortgage-related banking services to branch customers and refer potential insurance businesses to Relationship Managers
- Join volunteer team and supporter of Standard Chartered Hong Kong Marathon
Education
Bachelor of Business - Marketing
Griffith University
12.2014
Diploma of Commerce -
QIBT
12.2012
Skills
- Cross-selling and Up-selling
- Reporting and documentation
- Written and verbal communication
- Relationship building
Certification
Certificate in Professional Mediation Training, Hong Kong Mediation and Arbitration Centre, 04/22
Languages
Cantonese
Native or Bilingual
Mandarin
Professional Working
English
Professional Working
Timeline
Mortgage Service Officer
HSBC Bank Hong Kong
08.2021 - 01.2025
Business Development Officer, Priority Acquisition (Mortgage) Distribution Network, Retail Banking
Standard Chartered Bank (Hong Kong)
06.2018 - 06.2021
Diploma of Commerce -
QIBT
Bachelor of Business - Marketing
Griffith University
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