Fung On Ni
Overview
3
3
Languages
6
6
years of professional experience
Work History
Senior Wealth Management Advisor
CTFLife
08.2025 - Current
- Conduct client financial-needs assessment, analyse risk-protection requirements and recommend suitable insurance solutions
- Maintain full compliance with insurance regulatory requirements, complete documentation and suitability check for each case
- Build and nurture long‑term client relationships, handle post‑sales enquiries, policy follow‑up and client review
- Collaborate with internal stakeholders to match client objectives with protection‑oriented product offerings
Customer service Officers
Focus Cycle
01.2026 - 07.2026
- Maintain and organise client insurance records, update personal and policy information timely
- Manage office supplies, filing system, data entry, general administrative support
- Receive walk-in clients, answer phone enquiries, follow up policy renewal & quotation requests
- Draft correspondence, meeting minutes, emails; arrange meetings, schedule appointments for insurance agents
Receptionist & Assistant
MM Aveda Salon
12.2024 - 07.2025
- Booking and communicate with customer for customer service
- General Paperwork and work by MEMDB salon system
- Receive guests and visitors, answer the phone call
- Provide administrative support for Junior & Stylist team
- (Causeway Bay)
Receptionist & Assistant
Lumino Healthcare &Aesthetics
10.2023 - 01.2024
- Booking and communicate with customer for customer service
- General Paperwork and work by DKDoo system
- Handled incoming telephone calls, taking accurate messages and relaying to personnel to support timely communication.
- Carried out basic day-to-day administrative tasks to support staff needs.
- Provided administrative support to various departments, aiding in document preparation and filing tasks.
Customer service Officers
Sichuan Cuisine Hot Pot Restaurant
06.2020 - 03.2023
- Booking and communicate with customer for customer service
- General Paperwork and work with system
- Bank Account and invoicing
- Trade inquiry and placing an order
- Provide administrative support for any team
Education
Hong Kong Diploma of Secondary Education (HKDSE) -
S.K.H Bishop Baker Secondary School
Skills
- Microsoft Office
- Client financial-needs analysis
- Communication skills
- Financial planning
- Client relationship management
- Business development
- Administrative support
- Customer service excellence
Professional Competencies
- Client financial-needs analysis
- Bilingual communication
- Client relationship building
- Fiancial product Advisory
Languages
Chinese (Cantonese)
First Language
Chinese (Mandarin)
Proficient
C2
English
Intermediate
B1
Timeline
Customer service Officers
Focus Cycle
01.2026 - 07.2026
Senior Wealth Management Advisor
CTFLife
08.2025 - Current
Receptionist & Assistant
MM Aveda Salon
12.2024 - 07.2025
Receptionist & Assistant
Lumino Healthcare &Aesthetics
10.2023 - 01.2024
Customer service Officers
Sichuan Cuisine Hot Pot Restaurant
06.2020 - 03.2023
Hong Kong Diploma of Secondary Education (HKDSE) -
S.K.H Bishop Baker Secondary School