Chan Sin Ping Erica
Tsing Yi, ,Hong Kong
Summary
Accomplished professional with expertise in banking, client engagement, and product knowledge. Demonstrates strong skills in account management and relationship building, supported by successful completion of HKSI Licensing Exam Papers 1, 7, and 8, as well as Insurance Intermediaries Qualifying Exam Papers 1, 2, and 3. Committed to leveraging these competencies to enhance client satisfaction and drive business growth.
Overview
6
6
years of professional experience
Work history
Assistant Relationship Manager
DBS Bank
Hong Kong
2024.06 - 2025.12
- Assistant Relationship Manager to support high net worth customers in Greater China & Taiwan markets
- Collaborate with Relationship Managers to develop tailored financial strategies for each individual client, maximizing investment returns
- Manage customers’ assets and investment portfolios by monitoring asset allocation and risk exposure
- Taking and executing private banking clients’ orders, mainly for HK/US market including money market, securities, structure products, FX transactions etc
- Handle account opening, periodic KYC review for private banking customers
Assistant Relationship Manager
Hang Seng Bank
Hong Kong
2022.09 - 2024.06
- Assisted Relationship Managers in managing a diverse portfolio of clients, ensuring optimal satisfaction levels
- Executed clients’ orders, including investment, loans, deposits and other banking transactions
- Proceed new account opening, periodic CDD review & KYC for private banking customers
- Strengthened client relationships by providing consistent support and addressing their financial needs
Treasury Sales Associate
DBS Bank
Hong Kong
2019.07 - 2022.09
- Build long-term relationships with customer to increase RMs revenue
- Support Relationship Managers in performing various client transactions
- Prepare the dealing documents and audio recording with customer
- Conduct periodic CDD review & KYC for high net worth customer
Education
Associate of Arts - Advertising And Creative Media
HKU SPACE Community College
09/2011 - 06/2014
Pre-Associate of Arts -
HKU SPACE Community College
09/2010 - 06/2011
Skills
- Banking services
- Client engagement
- Product knowledge
- Account management
- Relationship building and management
- HKSI Licensing Exam Paper 1,7,8
- Insurance Intermediaries Qualifying Exam Paper 1,2,3
Timeline
Assistant Relationship Manager
DBS Bank
2024.06 - 2025.12
Assistant Relationship Manager
Hang Seng Bank
2022.09 - 2024.06
Treasury Sales Associate
DBS Bank
2019.07 - 2022.09
Associate of Arts - Advertising And Creative Media
HKU SPACE Community College
09/2011 - 06/2014
Pre-Associate of Arts -
HKU SPACE Community College
09/2010 - 06/2011