Bobbi Ho, Yuk Wai
Banking & Finance
Summary
Being a Hospitality & Event Marketing management graduate with solid experience in customer relationship management, contributed to work from a well-known 5-star hotel and migrated to the vibrant banking & finance industry.
Proficient in life and general insurance, banking activities, SFC-listed fund sales, MPF consolidation, and SME banking support. Proven track record as an MPF specialist at HSBC, Relationship Manager at OnePlatform (AGBA), and Business Services Officer within HSBC Commercial Banking.
Overview
3
3
Languages
11
11
years of professional experience
Work History
Senior BDE / UB - MPF Specialist
HSBC Pension Department
10.2022 - Current
- Assist customers for MPF consolidation, contribution management & account amendment
- Collaborated RMs to generate I & I promotion cross-sales with customized products to meet client needs
- Managed over 10,000 clienteles for MPF assistance over different retail branches & generated 4.5M of revenue in Q1 2026
- HSBC Retail banks
Relationship Manager
OnePlatform Wealth Management Ltd (AGBA)
11.2019 - 09.2022
- Generated financial product sells to the clients, including group medical, general insurance, MPF, life insurance & funds
- Collaborated with life insurance, fund and GI departments to come across with customized products to meet client needs
- Managing with around 250 local & 50 mainland clienteles, contributed approx. 20% of fund sells for our team in 2021-2022
Business Services Officer
HSBC Commercial Banking
01.2019 - 10.2019
- Managed Company Account information updates and general company account enquiries, assist checking SME account opening documents.
- Assisted in online banking & PayMe support, SME annual return information updates & Visa card upsells
- Handling administrative tasks likewise appointment reports, pipeline report, RM revenue chart and ad-hoc tasks for internal purpose
Guest Relations Officer
Compass Group Ltd
05.2016 - 12.2019
- Managed CRM services and conference rooms at the HSBC premises by collaborating with different departments to enhance quality
- Collaborated with RMs for bank promotion materials launched & assisted with bank account opening appointment operations
Private Wealth Protection Manager
AIA Hong Kong
05.2015 - 03.2016
- Providing financial consultation service for clients, managing claim process and related documentation handling
- Liaising with health centers and underwriting department
- Promoting insurance products and concepts by online marketing
Education
BA Hons - Hotel & Catering Management
Hong Kong Polytechnic University
07-2012
Higher Diploma - Event Management & Marketing
Hong Kong Community College
07-2010
Skills
Technical: MS Office, Team, Zoom, Cisco Webex, Webpage update, Visual Basic, Photoshop, Canvas
License: IA, SFC, MPFA & HKMA license qualified holder
Communication & Interpersonal: Good command of spoken and written English and Chinese, including Mandarin
Timeline
Senior BDE / UB - MPF Specialist
HSBC Pension Department
10.2022 - Current
Relationship Manager
OnePlatform Wealth Management Ltd (AGBA)
11.2019 - 09.2022
Business Services Officer
HSBC Commercial Banking
01.2019 - 10.2019
Guest Relations Officer
Compass Group Ltd
05.2016 - 12.2019
Private Wealth Protection Manager
AIA Hong Kong
05.2015 - 03.2016
Higher Diploma - Event Management & Marketing
Hong Kong Community College
BA Hons - Hotel & Catering Management
Hong Kong Polytechnic University
Interpersonal Features
Independent, optimistic & reliable team player, can facilitate flexibly with different work condition.