Summary
Overview
Work History
Education
Skills
Misc
Timeline
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Hailey Lai Hoi Yat

Summary

An experienced insurance specialist with strong communication and relationship management, project management skills. Provided professional analysis on wealth management and assets management. Highly ambitious Project Assistant with a background in fin-technology industry, including sales and business development. Expertise in market analysis, forecasting, and high-end client needs. Pass Insurance Intermediaries Qualifying Examination (IIQE) Paper I, III,V Pass Hong Kong Securities and Investment Licensing Examination (HKSI) Paper I

Overview

7
7
years of professional experience

Work History

Agent

Manulife International Ltd
09.2020 - Current
  • Wealth management and assets management
  • Provide clients with high quality customised financial services and products (such as portfolio management : mutual funds, bonds etc ), and engage clients on legacy planning and solutions
  • Actively source for new clients to enhance company existing portfolio, and build strong relationships with existing clients while enhancing their current assets
  • Constantly keep updated on latest financial market trends, new product launches, and finance-related news

Project Specialist, Business Strategy

HK01 Company Limited
12.2020 - 04.2021
  • Grew sales by 35% YOY through upselling of services to existing account portfolios
  • Identified existing client pain points and suggested media solutions to meet client's organizational objectives
  • On air KOL 2021 - This campaign gained THE SPARK AWARDS 2021 (Best Media Campaign - Experiential - BRONZE - HK01 Company) ( Marketing Interactive recognizes Hong Kong's top media companies )
  • With team of 10 overseeing full spectrum of account operations such as sales,creative,production,project and servicing for accounts with annual spend in excess of -100M Campaign (On Air KOL 2021 Campaign (100 M PROJECT ) | GBA Homeland Youth Community Foundation )
  • Manage network of channel for KOL & key client partners; set and communicate sales targets whilst supporting local operations through sharing of best practices to drive sales
  • Analyse markets and recognised opportunities to expand business by adjusting product mix and targeting key verticals (Day Day Cook / McDonald Ads spending / AMTD group / Virtual bank /Stimulus voucher )
  • Conceptualise and plan marketing strategies to increase client acquisition and retain existing clients ( Online digital Media Advertising research / Create HK )
  • Online to offline projects ( MODEL Eunis Chan Ka Yung ; CHIEF REPORTER Akina Fong Kin Yee ; Youtuber Torres Pit托哥 & Minnie Wong

Sales Assistant

ROCA CONCEPT (B.S.C GROUP Limited)
08.2018 - 08.2019
  • Sales & Marketing of luxury residential market research & analysis on market
  • Preparing sales and marketing material
  • Achieving sales target

Customer Service Executive

DBS Bank (Hong Kong) Ltd
  • Credit card services hotline help & support centre
  • Explaining the characteristics, terms & rewards by DBS credit card, and risks of any particular security, and meeting regulatory compliance standards, amongst other things
  • Contact existing credit card customers to inform them about a product or service using scripts

Telesales

China Construction Bank (Asia)
11.2016 - 06.2017
  • Call loan services, actively source for existing client
  • Call loan services
  • Answer enquiry about loan products
  • Ask questions to understand loan customer requirements and close sales
  • Direct prospects to the field sales team when needed

Education

Bachelor's Degree - Bachelor of Arts

The Open University of Hong Kong
09.2016

Skills

● Insurance Intermediaries Qualifying Examination (IIQE)

-Paper I,III,V

● Hong Kong Securities and Investment Licensing Examination (HKSI)

-Paper I

Misc

Hong Kong Citizen, Fluent in English, Mandarin, Software proficiency, Technical writing, Project management, Data analysis, Immediately available

Timeline

Project Specialist, Business Strategy

HK01 Company Limited
12.2020 - 04.2021

Agent

Manulife International Ltd
09.2020 - Current

Sales Assistant

ROCA CONCEPT (B.S.C GROUP Limited)
08.2018 - 08.2019

Telesales

China Construction Bank (Asia)
11.2016 - 06.2017

Customer Service Executive

DBS Bank (Hong Kong) Ltd

Bachelor's Degree - Bachelor of Arts

The Open University of Hong Kong

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Hailey Lai Hoi Yat