Singing
Marcus Cheung
Financial Advisor
Hong Kong,SAR
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
2
2
years of professional experience
3
3
years of post-secondary education
Work History
Financial Advisor
Manulife Financial
Hong Kong
12.2019 - Current
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Boosted sales by 150% and exceeded sales target by employing consultative sales tactics and superior customer care.
Education
Bachelor of Science - Marketing And Management
University of East Anglia
United Kingdom (Norwich) 10.2016 - 06.2019
Skills
Education funds
Mutual funds
Retirement needs
Premium Financing
Tax law expertise
Interests
Public Speaking
Emcee
Timeline
Financial Advisor
Manulife Financial
12.2019 - Current
Bachelor of Science - Marketing And Management
University of East Anglia
10.2016 - 06.2019