Yiu Long (Ivan) Kwok
Toronto,ON
Summary
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in sales and retaining relationship with client.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Premium Banker
HSBC CA
04.2023 - Current
- Develop and retain relationships with existing customers through portfolios management and ensuring solutions continually meet customer's needs as well as exceeding customer expectations in terms of speed, efficiency and professionalism
- Attract new customers by understanding their financial needs and delivering quality service
- Getting client referrals and promotion of products and service offerings that is right for customer.
- Improved customer satisfaction by delivering personalized banking solutions and exceptional service.
Universal Banker
HSBC HK
05.2022 - 11.2022
- Assist line manager to effectively manage the sales and service environment in branch
- Provide control on bank new customer in order to prevent money laundering risk.
- Increased referral rates by forging strong connections with customers and identifying potential business development opportunities.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
Customer Service Officer
HSBC HK
04.2021 - 05.2022
- Provide quality customer service through efficient counter transactions
- Fulfilling financial services needs of customer such as foreign currency opportunity
- Referred potential customer to relationship managers and convert into sizable deal
- Ensure compliance of both general and anti-money laundering and anti-terrorist financing compliance controls in accordance with HSBC or regulatory standards and policies.
Education
BBA - Marketing
The Hang Seng University Of Hong Kong
Hong Kong01.2020
Skills
- Strong Financial Acumen
- Relationship management expertise
- Sales and Negotiation Abilities
- Banking operations knowledge
- Portfolio management knowledge
Languages
Cantonese
Native or Bilingual
English
Full Professional
Mandarin
Full Professional
Personal Information
- Date of Birth: 04/17/97
- Nationality: Hong Kong
Certification
- Licensed Mutual Fund Advisor
IFC
The Investment Funds in Canada course provides me with foundational knowledge that allows me to give clients effective advice on mutual fund investments based on their objectives, timeline and risk tolerance. It also provides greater insight into a mutual fund representative’s legal, ethical and professional responsibilities.
Timeline
Premium Banker
HSBC CA
04.2023 - Current
Universal Banker
HSBC HK
05.2022 - 11.2022
Customer Service Officer
HSBC HK
04.2021 - 05.2022
BBA - Marketing
The Hang Seng University Of Hong Kong
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