Wing Chun Pang
Summary
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Manager
CTBC
10.2023 - Current
- Provide Investment solution and advice to High net worth client including personal and commercial.
- Assist clients(mostly broker referral) in completing mortgage applications and gather necessary documentation
- Credit Analysis, evaluate clients' creditworthiness and financial history to determine eligibility for mortgage approval
- Ensure adherence to regulatory requirements and guidelines throughout the mortgage application process, prepare Credit proposal to underwriter
- Negotiate terms and conditions with clients, ensuring mutual satisfaction and compliance with policies.
Premier Relationship Manager
HSBC
04.2021 - 07.2023
- Successfully managed risk exposure in client portfolios through prudent investment recommendations based on thorough research and analysis.
- Maintained up-to-date knowledge of regulatory requirements and industry best practices to ensure full compliance within all aspects of the role.
- Provided comprehensive support during investment planning processes, resulting in well-informed decision making by clients.
Relationship Officer
Bank of East Asia
06.2020 - 04.2021
- Facilitated meetings and discussions between clients, sales and delivery teams.
- Increased referral business by actively networking within the community and participating in local events representing the bank.
- Monitored, followed-up and escalated cases to meet customer response commitments.
Assistance Relationship Manager
Chong Hing Bank
10.2018 - 06.2020
- Open account for commercial client
- Evaluated creditworthiness of potential borrowers using thorough research and analysis techniques, minimizing default risks.
- Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
- Enhanced credit decision-making by conducting comprehensive financial analysis and risk assessments.
Education
Bachelor of Arts - Business
University of Birmingham
UK09-2022
Associate of Arts - Accounting And Finance
California State University
Los Angeles04-2012
Skills
- Relationship building
- Excellent communication
- Service support
- Sales reporting
- Product knowledge
- Schedule management
Languages
English
Full Professional
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Certification
- IIQE 1,2,3
- HKSI 1,7,8
Timeline
Relationship Manager
CTBC
10.2023 - Current
Premier Relationship Manager
HSBC
04.2021 - 07.2023
Relationship Officer
Bank of East Asia
06.2020 - 04.2021
Assistance Relationship Manager
Chong Hing Bank
10.2018 - 06.2020
Bachelor of Arts - Business
University of Birmingham
Associate of Arts - Accounting And Finance
California State University
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