Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cherry, CHEUK YIU LAM

WEALTH ADVISOR
Hong Kong

Summary

Seasoned Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and passionately dedicated to satisfying customers. Driven financial advisor offering 17-year track record working with financial products. Handles diverse range of financial needs, including retirement planning and insurance advisement. Decisive planner and problem-solver with understanding of marketing and sales strategies. Enthusiastic financial advisor eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of insurance and investment and training in financial. Motivated to learn, grow and excel in financial industry. Got 8 years MDRT qualification.

Overview

19
19
years of professional experience
3
3
Languages

Work History

Team Head, Senior Relationship Manager

AGBA Group
02.2025 - Current
  • Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
  • Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
  • Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
  • Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
  • Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
  • Evaluated employee performance and coached and trained team members, increasing quality of work and employee motivation.
  • Led employee relations through effective communication, coaching, training, and development.
  • Boosted employee satisfaction through regular performance reviews, constructive feedback, and personal development plans.
  • Improved overall team morale with effective motivational techniques like reward programs, recognition events, and transparent communication practices.

Senior Wealth Advisor

AGBA Group
05.2020 - 02.2025
  • Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Highlighted values and educated clients on fund investment, insurance and MPF financial products.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.

Unit Manager

AIA International Limited
11.2008 - 05.2019
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Managed $10,000,000 in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Led team in delivery of insurance, investment and MPF
  • Used coordination and planning skills to achieve results according to schedule.
  • Exceeded goals through effective task prioritization and great work ethic.

Salesperson

Jusco
10.2007 - 11.2008
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
  • Boosted sales by consistently engaging with customers and addressing their needs effectively.
  • Worked to build relationships with customers and built potential for additional sales.

Waitress

G.sushi
12.2006 - 11.2008
  • Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
  • Maintained order efficiency and accuracy through clear communication with kitchen staff, earning numerous recommendations from satisfied customers.
  • Maintained clean and welcoming dining environment, ensuring a positive guest experience.
  • Kept server areas clean and stocked to increase efficiency while working tables.

Education

BBA - USA

Benedictine College
USA
09.2006 - 2009.03

Skills

    Mutual funds and liabilities

Stock market understanding

Business Development

Education funds

Insurance decisions

Investment planning

Financial planning

Retirement needs

Excellent work ethic

Microsoft Office

Timeline

Team Head, Senior Relationship Manager

AGBA Group
02.2025 - Current

Senior Wealth Advisor

AGBA Group
05.2020 - 02.2025

Unit Manager

AIA International Limited
11.2008 - 05.2019

Salesperson

Jusco
10.2007 - 11.2008

Waitress

G.sushi
12.2006 - 11.2008

BBA - USA

Benedictine College
09.2006 - 2009.03

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Cherry, CHEUK YIU LAMWEALTH ADVISOR