Summary
Overview
Work History
Education
Skills
Availability
Tel
Academic Attainment And Professional Qualifications
Personal Information
Timeline
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Fok King Hei

Senior Relationship Manager

Summary

An experienced Customer Relationship Manager of 10 years+ and highly practiced in developing relationships with clients. Skilled at enhancing customer experience by utilizing professional techniques such as assisting with generating new business and identifying ways to enhance customer profits while proactively monitoring customer issues and resolving them effectively. Mentor and coach paired team members through daily activity planning, prioritization, skills transfer, and mindset motivation. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

16
16
years of professional experience
2
2
years of post-secondary education

Work History

Senior Relationship Manager

Bank Of China
09.2022 - Current
  • Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
  • Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
  • Negotiated favorable terms for clients by leveraging strong relationships with product providers and underwriters.
  • Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.

Customer Relationship Manager

Hang Seng Bank
05.2021 - 09.2022
  • Provide financial planning services to high-net-worth customers
  • Provide personalised service for the customers to build and maintain good relationships
  • Promote investment, insurance, and banking products of optimizing new business opportunities
  • Manage operational risk and observe the relevant policies/guidelines and compliance requirements
  • Mentor and coach paired team members through daily activity planning, prioritization, skills transfer, and mindset motivation.

Financial Planner

AIA
04.2016 - 02.2021
  • Keep a close watch on customers' finances
  • Offer professional financial advice to customers
  • Provide one-stop administration service to clients including enrollment, contribution/billing, termination, and policy/record maintenance
  • Review day-to-day clients correspondence and communications.

Senior Relationship Manager

HSBC
11.2013 - 04.2016
  • Manage relationships with the highest net-worth clients
  • Acquire, develop and retain the relationship with clients
  • Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
  • Increase client loyalty by meeting customer needs and collaborating with other business partners
  • Mentor and coach paired team members through daily activity planning, prioritization, skills transfer, and mindset motivation.

Customer Relationship Manager

HSBC
05.2010 - 11.2013
  • Developing customer base and establishing long term relationships with clients
  • Managing the total wealth of clients by matching financial and investment product solutions to their financial needs
  • Promoting service to potential customers, exploring their needs, and making referrals to other business units where appropriate.

Customer Relationship Officer

HSBC
02.2008 - 05.2010
  • Collaborate with Premier Relationship Manager to develop and nurture relationships with Premier clients
  • Provide efficient, high-quality professional services and ensure consistently delivery of the Global Premier core service standards and proposition
  • Support Premier Relationship Managers to conduct customer needs activity planning and portfolio management to improve customer satisfaction
  • Assist relationship manager on managing, developing, and retaining quality client relationship
  • Handle customer complaints related to retail banking products
  • Analyze customer feedback and root causes of complaints, identify areas for improvement and recommendations for enhancing service quality.

Education

Bachelor of Arts - Financial Services

Edinburgh Napier University
UK
2019.Feb - 2021.May

Skills

Good interpersonal skills

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Availability

Three months notice

Tel

61239991

Academic Attainment And Professional Qualifications

  • 02/2019 -05/2021, Edinburgh Napier University, Bachelor of Arts (with Honours) in Financial Services - Awarded Second Class Honours (1st Division)
  • 01/2014 - 01/2015 The University of Hong Kong - School of Professional and Continuing Education, Graduate from Advanced Professional Diploma in Financial Planning
  • 05/2013 The Institute of Financial Planners of Hong Kong, Certified Financial Planner
  • 08/2007 - 02/2009, The Hong Kong Polytechnic University - Institute for Enterprise, Completed Advanced Financial Planning (CFP Module 3 - 6)
  • 06/2006 - 03/2007, OUHK LiPACE, Completed Professional Diploma in Personal Financial Planning (CFP Module 1-2)

Personal Information

Expected Salary: up to 65,000

Timeline

Senior Relationship Manager

Bank Of China
09.2022 - Current

Customer Relationship Manager

Hang Seng Bank
05.2021 - 09.2022

Bachelor of Arts - Financial Services

Edinburgh Napier University
2019.Feb - 2021.May

Financial Planner

AIA
04.2016 - 02.2021

Senior Relationship Manager

HSBC
11.2013 - 04.2016

Customer Relationship Manager

HSBC
05.2010 - 11.2013

Customer Relationship Officer

HSBC
02.2008 - 05.2010
Fok King HeiSenior Relationship Manager