Tsz Man Agnes Leung
Toronto,ON
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
Overview
19
19
years of professional experience
Work History
Account Manager
UOB Kay Hian (HK) Ltd
2003.04 - 2022.03
- Contact prospective clients to present information and explain available services.
- advise client on appropriate investments based their needs and financial ability and tolerance on risk exposures.
- offer advice on the purchase or sale of particular securities with research reports provided through our company's research team.
- buy and sell securities ( Hong Kong, China, japan , United states, singapore ) on client's behalf.
- buy and sell stock option, index option, index futures (Hong Kong ) on client's behalf.
- monitor financial markets and the performance of individual securities.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Educated clients on new products or services to update client's investment alternatives.
- Update clients on new products or services to broaden investment alternatives.
- collaborate with different departments in order to serve the clients' best interest.
Education
Bachelor of Arts - Economics
University of Ottawa
Ottawa, ONSkills
- Time Management
- Product and Service Sales
- International Markets Understanding
- Client Relations
- Acquiring New Customers
- Account Servicing Skills
- Excellent Communication Skills
- Overcoming Objections
- Customer Relationship Management
- Client Meetings
- Compliance Requirements
Languages
English
Full Professional
Chinese (Cantonese)
Native or Bilingual
Timeline
Account Manager
UOB Kay Hian (HK) Ltd
2003.04 - 2022.03
Bachelor of Arts - Economics
University of Ottawa
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