Charles Wong
Hong Kong
Summary
Proactive Relationship Manger with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Accomplished Priority Private Associate Director at Standard Chartered Bank (HK) Ltd, with a proven track record of exceeding revenue targets and winning Wealth Solution Convention trips two years in a row.
Overview
7
7
years of professional experience
Work History
Priority Private Associate Director
Standard Chartered Bank (HK) Ltd
03.2021 - Current
- Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Target per quarter: USD480K
- Half-Million achiever in past 4 quarters
- 2023 Wealth Solution Convention Trip Winner (Osaka)
- 2024 Wealth Solution Convention Trip Winner (Tokyo)
Relationship Manager
Bank of China (Hong Kong) Ltd
06.2019 - 03.2021
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Target per quarter: HKD1,400,000
- 2020 Q4 achieved 110%
Personal Banking Manager
Bank of China (Hong Kong) Ltd
06.2017 - 05.2019
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Developed personalized financial plans, leading to improved long-term stability for clients.
- Optimized branch operations by implementing efficient procedures, reducing overall costs without sacrificing quality service.
Education
Bachelor of Science - Science Education
The Education University of Hong Kong
Hong Kong08-2018
Skills
- Team collaboration and leadership
- Relationship building
- Work Planning and Prioritization
Additional Information
Current Salary: HKD78,000 X 12 Months
Notice Period: One month notice
Timeline
Priority Private Associate Director
Standard Chartered Bank (HK) Ltd
03.2021 - Current
Relationship Manager
Bank of China (Hong Kong) Ltd
06.2019 - 03.2021
Personal Banking Manager
Bank of China (Hong Kong) Ltd
06.2017 - 05.2019
Bachelor of Science - Science Education
The Education University of Hong Kong
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