Summary
Overview
Work History
Education
Skills
Educational
Other Skill
Mobilephoneno
Personal Qualifications
Personal Information
Languages
Timeline
Generic

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
05.2020 - 04.2024
  • 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
02.2020 - 05.2020
  • 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
04.2018 - 02.2020
  • Sales Support, Credit Control, A/C Opening and Documents Processing

Assistant Branch Manager

Formax Securities Limited
Hong Kong, Hong Kong
01.2017 - 04.2018
  • 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
11.2015 - 12.2016
  • 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
07.2015 - 11.2015
  • 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
03.2010 - 07.2015
  • 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, BC

Skills

  • 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
05.2020 - 04.2024

Assistant Vice President

Southwest Securities (HK) Brokerage Limited
02.2020 - 05.2020

Senior Associate

Yue Xiu Securities Company Limited
04.2018 - 02.2020

Assistant Branch Manager

Formax Securities Limited
01.2017 - 04.2018

Senior Customer Service Officer

KGI Asia Limited
11.2015 - 12.2016

Sales Assistant

China Galaxy International Hong Kong Ltd.
07.2015 - 11.2015

Senior Customer Service Officer

KGI Asia Limited
03.2010 - 07.2015

Some College (No Degree) - Accounting And Finance

Create Career College
WAN HEI YEUNG