Copper Wing Tung Wong
Overview
8
8
years of professional experience
1
1
Certification
Work History
Service Manager, Global Private Banking
HSBC
10.2023 - Current
- Manage a portfolio of 300 UHNW clients and take ownership of any client enquiries and requests, providing timely and comprehensive responses
- Assist clients with their daily banking routines, such as executing money transfers, rolling over time deposits, and exchanging foreign currency
- Maintain high-quality services and warm relationship with clients through prompt action and addressing client feedback and complaints, resulting in a high level of customer satisfaction and retention
- Act as a liaison between clients and the bank, driving and promoting group marketing campaigns
- Support the Relationship manager throughout the client meeting and ensure all activities adhere to group compliance standards
- Lead client onboarding, KYC updates, and due diligence to fulfill internal compliance requirements and conduct periodic account review
- Minimize shareholder risk by preventing fraud and adhering to AML requirements and legal regulations
Virtual Relationship Manager
HSBC
07.2021 - 10.2023
- Support the investment manager throughout the selling process
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Achieved high levels of client satisfaction through meticulous attention to client needs and preferences.
- Achievements:
- Top Contributor - 2023 Q2
Assistant Business Development Manager
HSBC
11.2018 - 07.2021
- Analyzed member account assets and cumulative performance of MPF funds by regularly review fund fact Sheets to ensure compliance with government regulations.
- Provided quality services to scheme members to maximize sales revenue.
- Maintained long-term relationship with corporate and individual accounts to seize business opportunities
Branch Trainee
HSBC
08.2017 - 11.2018
- Assisted in handling daily branch operations
- Maintained and provided high-standard services in attending to clients request and inquiries
Education
Bachelor of Arts (Honours) - Marketing and Public Relations
Hong Kong Polytechnic University
2017
Skills
- MS Access
- MS Excel
- MS PowerPoint
Certification
HKSI Practising Certificate - Securities
- Paper 1
- Paper 7
- Paper 8
Insurance Intermediaries Quality Assurance (IIQE)
- Paper 1
- Paper 2
- Paper 3
Languages
- Cantonese - Native
- English - Proficient
- Mandarin - Proficient
Timeline
Service Manager, Global Private Banking
HSBC
10.2023 - Current
Virtual Relationship Manager
HSBC
07.2021 - 10.2023
Assistant Business Development Manager
HSBC
11.2018 - 07.2021
Branch Trainee
HSBC
08.2017 - 11.2018
Bachelor of Arts (Honours) - Marketing and Public Relations
Hong Kong Polytechnic University
Similar Profiles
Mohammed ShadabMohammed Shadab
Business Test Manager at HSBCBusiness Test Manager at HSBC
Marisha PereraMarisha Perera
Senior Application Developer / Business Analyst at HSBCSenior Application Developer / Business Analyst at HSBC
Tess FungTess Fung
Vice President at HSBCVice President at HSBC
Sandeep LadSandeep Lad
Assistant Manager at HSBCAssistant Manager at HSBC
Ramya ErappaRamya Erappa
Executive Assistant - Global Banking & Markets [ Private][ Investment Banking] at Goldman Sachs ( India) Securities Pvt LtdExecutive Assistant - Global Banking & Markets [ Private][ Investment Banking] at Goldman Sachs ( India) Securities Pvt Ltd