Tung Hang (Gilbert) Tsui
Calgary,AB
Summary
Experienced financial professional with a strong track record in private banking and wealth management. Skilled in establishing and servicing high net worth accounts, providing tailored investment solutions, and driving revenue growth. Adept at managing relationships with HNW clients and promoting a diverse range of investment products. Proven leadership abilities in guiding teams to success. Proficient in English, Mandarin, and Cantonese. Ready to contribute expertise and build strong client relationships for a reputable financial institution.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Claim Coordinator
Accomsure Ltd (Canadian Local Experience)
11.2023 - 07.2024
- Arrange housing for policyholders displaced by property insurance claims
- Collaborate with property managers and insurance adjusters to address policyholders' needs promptly and empathetically
- Provide excellent customer service to policyholders and adjusters, resolving conflicts and ensuring satisfaction
- Manage lease agreements, rental payments, and repair schedules to provide seamless services, alleviating concerns for both insurance companies and policyholders
- Leveraged multicultural background and multilingual skills to boost profit margin and placement rate.
Private Banker (Assiatant Vice President)
Credit Suisse AG, Hong Kong Branch
05.2022 - 06.2023
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
- Developing tailored solutions to meet individual banking needs
- Worked directly with clients investing minimum of $3Mil USD
- Provide investment solution to all types of asset class
- Gathered more than 20Mil USD new asset in the first year.
Manager, Private Wealth Management
CITIC Securities Brokerage, HK
01.2019 - 04.2022
- Managed relationships and provided wealth management solutions to a pool of HNW clients
- Actively promoted a wide range of investment products, including bonds, mutual funds, structured products, and PE funds
- Provide coaching for staff from CITIC Securities China to enhance offshore business referrals
- Achieved over 1 Million USD revenue in 2019 and over 1.2 Million USD revenue in 2020
- Promoted to team head of eastern China team in 2021, leading a team of 4 RMs and achieved 5.4 Mil USD revenue in 2021.
Vice President
HongDa Financial Holding Limited
06.2018 - 12.2018
- Responsible for setting up a new wealth management platform and assisting with the SFC license application
- Organized roadshows for High Net Worth (HNW) customers from the UCF group in China, and provided coaching on global markets for IFAs within the group
- Assisted in structuring and sales of private equity projects and private debts for the group.
Wealth Advisor, Senior Associate
China Merchant Bank International, PWM department
01.2017 - 06.2018
- Responsible for managing relationships with High Net Worth (HNW) clients, both individuals and corporate entities
- Promoted a comprehensive investment solution to clients, encompassing equities trading, bonds, mutual funds, structured products, and private equity funds
- Collaborated closely with various departments, such as IBD, ECM, DCM, and Structure Finance, to deliver integrated financial services to Ultra High Net Worth (UHNW) clients
- Actively collaborated with the private bank network, primarily in the Eastern China District, from CMB China to acquire new HNW customers
- Successfully handled over 100 million USD AUM
- Achieved revenue of over USD 230K in the first quarter of 2018 and over USD 1 million in 2017.
Assistant Relationship Manager
Cathay United Bank Hong Kong Branch
03.2016 - 01.2017
- Prepared credit proposals, conducted regular credit reviews, and analyzed client's financial reports to assess credit potential
- Conducted the Know Your Customer (KYC) process for corporate account openings
- Identified opportunities for cross-selling treasury or private banking products to clients
- Maintained strong customer relationships by consistently delivering high-quality services.
General Banking Officer
HSBC Hong Kong
12.2014 - 03.2016
Education
Bachelor of Arts in Economics -
University of California, Davis
08.2014
Skills
- Experienced financial professional
- Wealth management
- Tailored investment solutions
- Driving revenue growth
- Relationship Management
- Promoting a diverse range of investment products
- Proven leadership abilities
- Proficient in English
- Proficient in Mandarin
- Proficient in Cantonese
- Investment
- Wealth planning
- Building relationships
- Microsoft Office
Certification
- Class 5 driver’s license
- Alberta General Insurance Level 1
Timeline
Claim Coordinator
Accomsure Ltd (Canadian Local Experience)
11.2023 - 07.2024
Private Banker (Assiatant Vice President)
Credit Suisse AG, Hong Kong Branch
05.2022 - 06.2023
Manager, Private Wealth Management
CITIC Securities Brokerage, HK
01.2019 - 04.2022
Vice President
HongDa Financial Holding Limited
06.2018 - 12.2018
Wealth Advisor, Senior Associate
China Merchant Bank International, PWM department
01.2017 - 06.2018
Assistant Relationship Manager
Cathay United Bank Hong Kong Branch
03.2016 - 01.2017
General Banking Officer
HSBC Hong Kong
12.2014 - 03.2016
Bachelor of Arts in Economics -
University of California, Davis
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