Fung Sze Lok Mero
Hong Kong
Summary
Results-driven professional with strong analytical skills in financial services, specializing in customer needs analysis and tailored investment solutions. Proven ability to engage high-net-worth clients and drive business growth through effective relationship management.
Overview
7
7
years of professional experience
1
1
Certification
Work History
International Relationship Manager
Standard Chartered Hong Kong
06.2023 - 08.2025
- Acquire new high net-worth customers and solicit business opportunities through proactive cross-selling, referrals and personal business connections
- To provide wide range of investment product such as FX, Equity-Linked Investment, Basket Equity-Linked Investment, Unit Trust Fund and Currency Linked Deposit.
- Engage in the end-to-end insurance service which includes customer needs identification, solution recommendations, application fulfilment and follow up, with product not limited to endowment, annuity, whole life, term life, hospital plan, medical plan, universal life and investment linked insurance products.
- To analyze customer’s personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.
- To provide regular market updates and house views to clients, and to provide clients with seminars and luncheons.
Relationship Executive
Standard Chartered Hong Kong
10.2021 - 05.2023
- In responsible for assisting customers in opening new bank accounts, providing information on account options, and ensuring compliance with bank policies and regulatory requirements with cross selling and referral work.
Part Time Customer Service Officer
HSBC
07.2018 - 07.2021
- The customer service officer is responsible for handling daily cash transactions, assisting customers with routine banking services, and providing excellent frontline service.
- To ensure smooth branch operations and customer satisfaction.
Education
Bachelor - Journalism and Mass Communication
Hong Kong Shue Yan University
06-2021
Hong Kong Diploma of Secondary Education -
CCC Ming Yin College
06-2017
Skills
- Microsoft software:
- Word, PowerPoint and Excel
- Chinese Word Processing: 20 wpm
- English Word Processing: 40 wpm
References
Available upon request
Availability
Immediate
Languages
- Cantonese (native)
- Putonghua (fluent)
- English (fluent)
Certification
- HKSI 1
- HKSI 7
- HKSI 8
- IIQE 1
- IIQE 2
- IIQE 3
Timeline
International Relationship Manager
Standard Chartered Hong Kong
06.2023 - 08.2025
Relationship Executive
Standard Chartered Hong Kong
10.2021 - 05.2023
Part Time Customer Service Officer
HSBC
07.2018 - 07.2021
Bachelor - Journalism and Mass Communication
Hong Kong Shue Yan University
Hong Kong Diploma of Secondary Education -
CCC Ming Yin College
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