Xavier Ho Him Poon
Toronto,ON
Summary
Driven and ambitious, determined to excel in the banking industry with a focus on Personal Loans, Mortgages, retail banking, and business banking. Experience at HSBC and NCB has provided valuable insights into handling customer objections promptly and effectively. Problem-solving skills have allowed for timely assistance to customers. Role as a General Clerk at PMC Company Limited involved successful management of document filing and daily transactions, as well as presenting contracts and explaining details to customers. Time at AXA provided knowledge of insurance products and effective self-branding. As a Business Account Specialist at OCBC, proficient in handling company documents for various entities and guiding customers through the process of opening business accounts. Report writing skills have significantly enhanced the success rate of business account openings.
Overview
6
6
years of professional experience
Work History
Company Secretary Executive
Doo Holding Group Limited
11.2023 - 05.2024
- Managed daily business accounts for the corporation, ensuring accurate and timely financial records.
- Assisted in opening new business accounts to support operational and business needs.
- Liaised with bankers to maintain and strengthen relationships, ensuring smooth banking operations.
- Responded to banking inquiries and ensured compliance with banking requirements.
Company Secretary Manger
OCBC
07.2023 - 10.2023
- Identified and engaged with various secretary companies requiring business accounts for their clients’ operational and business needs.
- Prepared detailed reports to assist clients in obtaining approval for business accounts.
- Tailored client portfolios by understanding their specific needs and requirements.
- Maintained strong client relationships through personalized service and support.
Assistant Manager, Retail Banking
NCB
08.2022 - 06.2023
- Provide exceptional customer service by assisting clients with their banking needs and resolving any issues they may encounter.
- Advise customers on investment opportunities, including fixed deposits, insurance, and funds, to help them achieve their financial goals.
- Oversee branch operations to ensure a convenient and comfortable environment for all customers.
- Manage and maintain customer portfolios.
Customer Service Officer, Retail Banking
HSBC
07.2021 - 07.2022
- Manage daily transactions for a high volume of customers, ensuring accuracy and efficiency.
- Conduct referral sales for credit cards and personal accounts, contributing to the branch’s sales targets.
- Oversee internal operations to maintain smooth and efficient branch functioning.
- Assist and educate elderly customers on using e-banking services, enhancing their digital banking experience.
Financial advisor, Insurance Industry
AXA
07.2020 - 08.2020
- Identify and engage potential clients through various channels to expand the customer base.
- Provide personalized support to clients, helping them select the most suitable insurance products to meet their needs.
- Build and maintain strong relationships with clients to ensure long-term satisfaction and loyalty.
General Clerk, Mortgage Company
PMC Company Limited
08.2018 - 06.2020
- Perform a variety of administrative tasks to support the company’s operations.
- Oversee daily operations to ensure efficiency and smooth workflow.
- Handle customer inquiries, providing timely and accurate information to address their needs.
Education
BBA - Business Administration
University of Management And Technology
Hong Kong06.2023
Associate of Arts - Business Administration
The Community College At Lingnan University
Hong Kong06.2018
Skills
- Employee Relations
- Document Management
- Due diligence
- Legal Compliance
- Internal Controls
- Corporate Governance
- Account Reconciliation
- Regulatory knowledge
- Excel spreadsheets
- Multitasking and Time Management
- Customer Service
- Problem-Solving
- Writing reports
Languages
English
Professional Working
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Company Secretary Executive
Doo Holding Group Limited
11.2023 - 05.2024
Company Secretary Manger
OCBC
07.2023 - 10.2023
Assistant Manager, Retail Banking
NCB
08.2022 - 06.2023
Customer Service Officer, Retail Banking
HSBC
07.2021 - 07.2022
Financial advisor, Insurance Industry
AXA
07.2020 - 08.2020
General Clerk, Mortgage Company
PMC Company Limited
08.2018 - 06.2020
BBA - Business Administration
University of Management And Technology
Associate of Arts - Business Administration
The Community College At Lingnan University
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