Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Certification
Timeline
Generic

Chi Ho Chung

Hong Kong

Summary

Dedicated candidate with expertise in optimizing shareholder management processes, and ensuring compliance with regulatory standards. Proven track record of delivering exceptional client service and fostering strong relationships that enhance satisfaction and loyalty. Committed to continuous improvement and tackling challenges head-on to achieve organizational goals.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Assistant Manager

Vistra
Hong Kong
07.2023 - Current
  • Ensured compliance with local regulations by maintaining accurate shareholder records for over 30 clients.
  • Processed share transfers, dividends, and corporate actions efficiently and accurately.
  • Enhanced operational efficiency by developing comprehensive policies and procedures for the team.
  • Promptly addressed shareholder inquiries, providing effective solutions to maintain satisfaction.
  • Fostered strong client relationships by offering guidance on shareholding matters.
  • Coordinated shareholder meetings and proxy voting, ensuring legal compliance and clear communication.

Portfolio Officer

Hang Seng Bank Limited
Hong Kong
01.2022 - 05.2023
  • Strengthened communication skills through regular interactions with SME clients.
  • Identified business opportunities and promoted commercial banking products to drive growth.
  • Enhanced customer satisfaction by delivering exceptional service.
  • Maintained long-term relationships with business customers via outreach activities.
  • Managed acquisition of over 200 new customers in compliance with KYC regulations.
  • Supported successful implementation of Business Banking strategies.
  • Developed interpersonal and communication skills through collaborative efforts.

Education

Master of Science - International Business

University Of Exeter
Exeter
10-2021

Bachelor of Science - Marketing Management

University Of Essex
Essex
08-2020

Skills

  • Shareholder management
  • Policy development
  • Compliance monitoring
  • Corporate actions processing
  • Share transfer processing
  • Customer relationship management
  • Problem solving
  • Multitasking and organization
  • Client engagement

Affiliations

Essex Official Hong Kong Chinese Society (Treasurer)

  • Overall management of the Society's finances and keeping records of all expenditures and incomes
  • Responsible for dealing with deposits and final payment of each and every event
  • Efficiently allocate and budget for the society, and most importantly, maintain a healthy cash flow over the upcoming year
  • Organizes Orientation camp with other members from the Hong Kong Society, planning and creating activities/ice breaking games.

Final Speaker Award Ceremony, Sherborne International, to speak in front of every student in fluent English, and share life thoughts on study experiences, being a student abroad

Hurtwood House Basketball Team

  • Improve communication skills with teammates
  • Continuous improvement on how to work as a team
  • Listen and improvise on talks administered by the coach

Languages

Chinese (Cantonese)
First Language
English
Proficient (C2)
C2
Chinese (Mandarin)
Advanced (C1)
C1

Certification

  • Taekwondo- Red Belt
  • ABRSM: Piano Grade 6 and theory exam

Timeline

Assistant Manager

Vistra
07.2023 - Current

Portfolio Officer

Hang Seng Bank Limited
01.2022 - 05.2023

Master of Science - International Business

University Of Exeter

Bachelor of Science - Marketing Management

University Of Essex
Chi Ho Chung