Artistic Creation Research, such as film and music
Hayley, Hoi Yi Tsang
Wealth Management Manger
Summary
Approximately 5 years of experience working in frontline roles in banking customer service and financial planning. My main responsibility is to proactively provide education and advice to clients on retirement plans and financial planning. I assist clients in achieving their financial goals through sound recommendations and effective financial management.
Overview
3
3
years of professional experience
5
5
Certifications
3
3
Languages
Work History
Wealth Management Manger
BOC Group Life Assurance Company Limited
6 2022 - 06.2024
- Collaborate with clients to understand their financial goals and recommend suitable wealth management solutions
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Collaborated with team members to streamline processes and improve overall client experience.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Attended monthly sales meetings and quarterly sales trainings.
Financial Advisor
AXA China Region Insurance Company Limited
12.2021 - 04.2022
- Completed comprehensive training programs to develop a deep understanding of insurance products and services
- Ensured compliance with regulatory requirements by staying updated on changes within the industry landscape.
- Participated in ongoing professional development opportunities to maintain current knowledge of best practices within the financial services industry.
- Collaborated with team members to develop targeted marketing campaigns for new client acquisition.
Counter Services Supervisor
Hang Seng Bank Limited
11.2020 - 08.2021
- Provide high quality counter services to mid to affluent customers in an efficient and accurate manner
- Increased customer satisfaction by providing efficient and friendly service at the counter.
- Handled customer complaints professionally, resolving issues promptly and maintaining customer loyalty.
- Stayed up-to-date on current promotions and specials, effectively communicating them to customers for increased referral.
- Constrained in other departments as needed, demonstrating adaptability and commitment to the success of the store team.
- Collaborated with team members to streamline processes and enhance overall efficiency.
Counter Services Officer
Hang Seng Bank Limited
07.2019 - 10.2020
- Delivered quality services through efficient and customer-friendly counter transactions
- Promoted a positive and welcoming environment, addressing customer concerns promptly and effectively.
- Collaborated with team members to optimize workflow, contributing to a supportive work atmosphere focused on teamwork.
- Managed cash transactions accurately, ensuring proper documentation and secure storage of funds.
- Resolved customer complaints in a timely manner, maintaining professionalism and empathy to protect brand reputation.
- Built strong relationships with customers by consistently delivering attentive and professional service.
Assistant Graphic Designer
Great Moment Design and Production
03.2019 - 06.2019
- Assisted in graphic design tasks, demonstrating creativity and attention to detail
- Supported marketing efforts by designing attention-grabbing visuals for email campaigns, increasing engagement rates.
- Designed visually appealing event collateral that helped drive attendance at corporate functions and industry conferences.
- Streamlined the design process for print and digital content, ensuring consistent quality and timely delivery.
- Participated in brainstorming sessions with cross-functional teams, contributing valuable ideas that shaped project direction and goals.
Education
Higher Diploma in Product Design -
Hong Kong Design Institute
Tiu Keng Leng, Hong Kong 04.2001 -
High School Diploma -
Ju Ching Chu Secondary School
Tin Shui Wai, Hong Kong 04.2001 -
Skills
Proficient in Microsoft Office (Word, Excel and PowerPoint)
Adobe Photoshop and Adobe Illustrator
Strategic Planning
Performance Management
Time Management
Financial Management
Customer Service
Active Listening
Cross-Functional Teamwork
Customer Relationship Management (CRM)
Verbal and written communication
Complex Problem-Solving
Certification
Complete Qualified Medical Insurance Consultant Program
Leadership Experience
- Ju Ching Chu Secondary School, Liberal Studies Club Officer, 2014, 2015, Actively participated in organizing and leading club activities, fostering critical thinking and analytical skills among members
- Ju Ching Chu Secondary School, Yuen Long Student Ambassador, 2013, 2014, Represented the school as a student ambassador, promoting positive relationships and facilitating communication between students and staff
Interests
Reading various types of books, particularly self-improvement genres
Traveling and exploring different cultures such as visiting museums
Timeline
Financial Advisor
AXA China Region Insurance Company Limited
12.2021 - 04.2022
Counter Services Supervisor
Hang Seng Bank Limited
11.2020 - 08.2021
Counter Services Officer
Hang Seng Bank Limited
07.2019 - 10.2020
Assistant Graphic Designer
Great Moment Design and Production
03.2019 - 06.2019
Higher Diploma in Product Design -
Hong Kong Design Institute
04.2001 -
High School Diploma -
Ju Ching Chu Secondary School
04.2001 -
Wealth Management Manger
BOC Group Life Assurance Company Limited
6 2022 - 06.2024