Chan Wai Yan Natalie
Assistant Relationship Manager
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure Assistant Relationship Manager position. Ready to help team achieve company goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
3
3
Certifications
4
4
Languages
Work History
Assistant Relationship Manager
Credit Suisse Hong Kong
10.2022 - Current
- Work closely with RM in developing and maintaining client relationships
- Introducing tailor solutions and services and being hands-on in operational tasks
- Collaborating closely with Business Management, Investment Specialists, Product Team, Operation team, etc
- Execute daily investment and payment transactions by performing audio recording with clients
- Perform KPI of account opening, CDD, RFI, account periodic review, quotations, compliance checking, etc.
Premier Relationship Manager
HSBC
02.2022 - 10.2022
- Manage assigned clientele portfolio and build long term relationships with over 1000 clients with AUM HKD1Billion
- Provide total wealth solutions by matching insurance and investment products as well as fx solutions to fulfill clients' financial needs
- Achieve a quarterly revenue target of HKD 1 million
- Perform financial deals to ensure compliance with audit requirements and quality assurance.
Premier Relationship Officer
HSBC
04.2021 - 02.2022
- Manage client contact and service, including direct client contact, resolving client complaints and issues to improve satisfaction
- Assist clients with opening accounts and conduct proper KYC procedures
- Collaborate with Relationship Manager to provide a range of wealth management solutions and services
- Collaborate with compliance department to perform CDD and RFI, and adhered AML and Sanction requirement complying with group standard.
Universal Banker
HSBC
12.2018 - 03.2021
- Assist clients with opening accounts and signing up for banking services
- Identify client needs and offer appropriate banking services and solutions
- Provide quality customer services to retail customers in branch network.
Branch Trainee
HSBC
04.2018 - 11.2018
- Provide quality service through accurate and efficient counter transactions
- Meet financial services needs of clients by identifying opportunities and referring them to appropriate bank colleagues
- Ensure compliance financing compliance controls in accordance with HSBC or regulatory standards and policies.
Education
Bachelor of Accounting -
Hong Kong Shue Yan University
09.2013 - 8 2017
HKDSE Certificate - undefined
Bishop Hall Jubilee School
09.2007 - 8 2013
Skills
Teamwork
undefinedCertification
HKSI LE Paper 1
Timeline
Assistant Relationship Manager
Credit Suisse Hong Kong
10.2022 - Current
Premier Relationship Manager
HSBC
02.2022 - 10.2022
Premier Relationship Officer
HSBC
04.2021 - 02.2022
Universal Banker
HSBC
12.2018 - 03.2021
Branch Trainee
HSBC
04.2018 - 11.2018
Bachelor of Accounting -
Hong Kong Shue Yan University
09.2013 - 8 2017
HKDSE Certificate - undefined
Bishop Hall Jubilee School
09.2007 - 8 2013
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