WAN HEI YEUNG
London,ON
Summary
Client Services Vice President with a proven track record of building and leading high-performing teams to deliver exceptional customer experiences. Strategically develops and implements plans to enhance consistency and quality in client service. Demonstrates expertise in driving improvements and motivating staff in a metrics-driven environment.
Overview
14
14
years of professional experience
Work History
Senior Client Services Manager
Glory Sun Securities Limited
Hong Kong , Hong Kong
2020.05 - 2024.04
- Placing Stock Trading Orders, Credit Control, Sales Support, A/C Opening and Documents Processing for sales and clients
Assistant Vice President
Southwest Securities (HK) Brokerage Limited
Hong Kong , Hong Kong
2020.02 - 2020.05
- Placing Stock Trading Orders, Credit Control, Sales Support, A/C Opening and Documents Processing for sales and clients
Senior Associate
Yue Xiu Securities Company Limited
Hong Kong , Hong Kong
2018.04 - 2020.02
- Sales Support, Credit Control, A/C Opening and Documents Processing
Assistant Branch Manager
Formax Securities Limited
Hong Kong , Hong Kong
2017.01 - 2018.04
- Daily Operating of Branch, Placing Stock Trading Orders, Credit Control, Sales Support, A/C Opening and Documents Processing for sales and clients
Senior Customer Service Officer
KGI Asia Limited
Hong Kong , Hong Kong
2015.11 - 2016.12
- Daily Operating of Branch, Placing Stock Trading Orders, Credit Control, Sales Support, A/C Opening and Documents Processing for sales and clients
Sales Assistant
China Galaxy International Hong Kong Ltd.
Hong Kong , Hong Kong
2015.07 - 2015.11
- Placing Stock Trading Orders, Credit Control, Sales Support, A/C Opening and Documents Processing for sales and clients
Senior Customer Service Officer
KGI Asia Limited
Hong Kong , Hong Kong
2010.03 - 2015.07
- Daily Operating of Branch, Placing Stock Trading Orders, Credit Control, Sales Support, A/C Opening and Documents Processing for sales and clients
Education
Some College (No Degree) - Accounting And Finance
Create Career College
Burnaby, BCSkills
- Customer Satisfaction
- Performance Analysis
- Data-driven decision-making
- Account Management
- Relationship Management
- Business services support
- Sales Support
- Client Relationships
- Client Relationship Building
- Team Development
- Client Education
Educational
- 09/2023 - 08/2024, Create Career College - Diploma of Accounting
- 05/2014 - 07/2014, IVE - Peak, Insurance Intermediaries Qualifying Examination – the Principles & Practice of Insurance Examination, the Long Term Insurance Examination
- 04/2009 - 07/2009, School of Continuing & Professional Studies, The Chinese University of Hong Kong, Hong Kong Securities Market & Investment
- 07/2008 - 10/2008, Spare-Time Study Centre, Intermediate Putonghua
- 01/2008, Hong Kong Securities Institute, Licensing Examination for Securities and Futures Intermediaries (Paper 1,7,8,9)
- 2003 - 2004, International Academy of Management, Foundation Cert. in Business Administration
- 02/2001, Cad System Engineering Ltd., AutoCad 2000 2D & 3D
- 1996 - 1997, City College, Repeat F.5
- 1991 - 1996, HKRSS Tai Po Secondary School, F.1 - F.5
Other Skill
MS-Windows, MS-Word, MS-Excel, Chinese Typing (Quick), Cantonese, Mandarin & English
Mobilephoneno
+1 (548) 881 5128
Personal Qualifications
- Hong Kong - Passed Paper 1, 7, 8, 9 of Licensing Examination for Securities and Futures Intermediaries (RA1 & 2)
- Hong Kong - Passed the Long Term Insurance Examination & Principles & Practice of Insurance Examination (IIQE)
Personal Information
Place of Birth: 香港 Hong Kong
Languages
English
Professional
Chinese (Mandarin)
Full Professional
Chinese (Cantonese)
Native/ Bilingual
Timeline
Senior Client Services Manager
Glory Sun Securities Limited
2020.05 - 2024.04
Assistant Vice President
Southwest Securities (HK) Brokerage Limited
2020.02 - 2020.05
Senior Associate
Yue Xiu Securities Company Limited
2018.04 - 2020.02
Assistant Branch Manager
Formax Securities Limited
2017.01 - 2018.04
Senior Customer Service Officer
KGI Asia Limited
2015.11 - 2016.12
Sales Assistant
China Galaxy International Hong Kong Ltd.
2015.07 - 2015.11
Senior Customer Service Officer
KGI Asia Limited
2010.03 - 2015.07
Some College (No Degree) - Accounting And Finance
Create Career College
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