Chun Tung Dickson Lau
Hong Kong
Summary
Relationship Manager with a strong focus on client satisfaction and productivity enhancement. Expertise in financial planning and strategic sales techniques has led to the successful management of diverse client portfolios. Proven ability to communicate effectively and solve problems, fostering long-term client relationships. Aiming to leverage skills in a challenging environment to drive growth and improve service delivery.
Overview
11
11
years of professional experience
Work History
Priority Private, Executive Relationship Manager
Standard Chartered Bank (Hong Kong) Limited
08.2018 - Current
- Identified appropriate strategies tailored to each client's needs and risk appetite.
- Strengthened client relationships with consistent market insights.
- Carry out regular assessments on market trends and industry players' program offerings to boost product differentiation.
- Uphold stringent service standards in alignment with regulatory requirements.
- Enhanced team performance through guidance and inspiration.
- Led training sessions for junior relationship managers on client service best practices.
Senior Relationship Manager, Priority Banking
Standard Chartered Bank (Hong Kong) Limited
08.2017 - 08.2018
- Consulted Personal Clients on intricate investment requirements.
- Enhanced service levels and efficiency through process and product recommendations.
- Facilitate daily tasks and transaction processes for TM and Senior RM.
- Successfully secured business achievements via strategic relationship fortification.
- Provided ongoing support to customers throughout the life cycle of their relationship with the bank.
Branch Sales and Service Executive
Standard Chartered Bank (Hong Kong) Limited
09.2015 - 07.2017
- Ensured exceptional customer experience through tailored interactions.
- Assist RMs in client servicing, including pre & post-trade confirmations, remittances, loans/ deposits rollovers and credit application/ renewals
- Develop a potential customer database for new business development
- Verified that each procedure met established regulatory criteria.
Business Development Executive
Standard Chartered Bank (Hong Kong) Limited
01.2015 - 08.2015
- Focus on customers acquisition, as well as the sales of non-wealth management products, i.e
- Personal Loan & Credit Card products
- Support Branch & Relationship Managers to handle relevant administration work and after-sales service
- Address customer needs and inquiries
Personal Financial Consultant
Standard Chartered Bank (Hong Kong) Limited
05.2014 - 12.2014
- Focus on mortgage client acquisition and processing
- Provide advice on credit related bank product
Education
B.A. - Economics, Business, Finance
University of California
San Diego, United States06.2013
Associated of Art Degree -
Santa Monica College
United States07.2011
High School Diploma -
St. Paul's Co-Educational College
Hong Kong07.2009
Skills
- Client rapport
- Customer engagement
- Portfolio management
- Sales pitch development
Languages
- English, Proficient
- Mandarin, Proficient
- Cantonese, Native
Timeline
Priority Private, Executive Relationship Manager
Standard Chartered Bank (Hong Kong) Limited
08.2018 - Current
Senior Relationship Manager, Priority Banking
Standard Chartered Bank (Hong Kong) Limited
08.2017 - 08.2018
Branch Sales and Service Executive
Standard Chartered Bank (Hong Kong) Limited
09.2015 - 07.2017
Business Development Executive
Standard Chartered Bank (Hong Kong) Limited
01.2015 - 08.2015
Personal Financial Consultant
Standard Chartered Bank (Hong Kong) Limited
05.2014 - 12.2014
B.A. - Economics, Business, Finance
University of California
Associated of Art Degree -
Santa Monica College
High School Diploma -
St. Paul's Co-Educational College
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