Hin San Sandy Li
Hong Kong
Summary
An accomplished management professional with over 21 years of work experience in Hong Kong and New Zealand.
Diligent Business Development Manager with comprehensive experience in managing UHNW client relationships and driving customer satisfaction. Successfully led initiatives that improved client retention and enhanced overall portfolio performance. Demonstrated expertise in strategic planning and conflict resolution. Extensive knowledge in both investments and insurance.
Overview
21
21
years of professional experience
Work History
Senior Relationship Manager
Standard Chartered Bank, SCB
04.2023 - Current
- Established strong referral networks with both internal and external channels to identify potential new clients.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
- Demonstrated adaptability in responding to changes in client needs or market conditions, adjusting strategies as needed for continued success.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
Customer Relations Manager
Hang Seng Bank
07.2022 - 03.2023
- Built client relationships by identifying and assessing clients' needs, following up with potential and existing clients through personalized service and proactive communication.
- Provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Developed strong relationships with key clients, resulting in increased loyalty and repeat business.
- Ensure governmental and industrial compliance are complied on all operational level.
- Created customer support strategies to increase customer retention.
- Established performance and service goals and held associates accountable for individual performance.
Assistant Unit Manager
AIA International Hong Kong
05.2015 - 06.2023
- Achieved MDRT for 5 consecutive years through effective prospecting and closing techniques.
- Specialized in UHNW clients.
- Conducted market research to identify emerging trends and adjust sales strategies accordingly.
- Facilitated training sessions for newly joined team members on selling skills, product knowledge and communication techniques.
- Enhanced customer satisfaction by providing prompt and accurate responses to inquiries regarding policies and coverage.
- Participated in networking events and developed relationships with potential clients to increase sales.
Senior Broker Relationship Specialist – Broker Unit
ANZ Banking Group
08.2009 - 12.2010
- Built a strong relationship with dedicated brokers
- Achieved sales target of NZD$52 million per annum
- Successfully granted NZD$700k Credit Authority Discretion
- Accreditation in Self Employed Customer Mortgage Assessment
- Immaculate monthly quality assurance results
- Continually received compliments from different brokers
- Completed Coaching Essential course, Self Employed Workshop, and Lending Refresher course
- Committee of Interpod Challenge for Specialist Channel in 2009
- Assessed lending applications in a professional manner
- Proactively built and maintained relationships with brokers
- Coach Broker Relationship Officers and other new staff members
Lending Specialist – Nationwide Home Loans
ANZ Banking Group
03.2007 - 08.2009
- Achieved 150% of drawdown target
- Organised and conducted ‘Service First’ meetings for the unit
- Developed a system training guide for new to bank members
- Built strong relationship with both ANZ and NBNZ Asian Banking, with significant increased in volume at around 200%
- Conducted various projects (i.e
- Branch Training Project) and assisted other business units for mortgage assessments
- Perform credit assessment for all high risk applications
- Relationship building with both internal and external customers
- Conduct training sessions for all customers and coaching other staff members in the unit
Banking Consultant 2 – Botany Branch
ANZ Banking Group
08.2005 - 03.2007
- Constantly exceeded sales target
- Assisted Team Leader by performing loan auditing, sales checking, and developed training programmes for new Banking Consultants
- Hosted weekly team meetings and training sessions
- Assisted Team Leader and Branch Manager to prepare management reports
- Built trust relationship with customers and continued to received compliments
- Provided professional advices to enable clients to achieve their financial goals
- Performed credit assessments
- Maintained exceptional standard in customer service
Lending Consultant
FAI Finance
10.2004 - 08.2005
- Achieved second place in sales volume for four consecutive months
- Constantly exceeded sales target
- Successfully met company designated turnaround time for all applications
Lending Administrator
FAI Finance
07.2004 - 09.2004
- Promoted to the position of Lending Consultant in two months after joining the company
- Assisted the lending team to implement a new marketing analysis system
Education
Graduate Diploma - Business – Personal Financial Planning
Massey University
Bachelor of Arts - Major in Economics and minor in Statistics
University of Auckland
Certificate in Business Level 3 -
Auckland Institute of Technology
Skills
- Client acquisition
- Portfolio management
- Regulatory compliance
- Market analysis
- Relationship building
- Sales techniques
- Team leadership
- Strategic networking
- Effective communication
- Performance coaching
Personal Information
- Date of Birth: 05/26/79
- Nationality: Hong Kong, China
- Marital Status: Married
Languages
English
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Senior Relationship Manager
Standard Chartered Bank, SCB
04.2023 - Current
Customer Relations Manager
Hang Seng Bank
07.2022 - 03.2023
Assistant Unit Manager
AIA International Hong Kong
05.2015 - 06.2023
Senior Broker Relationship Specialist – Broker Unit
ANZ Banking Group
08.2009 - 12.2010
Lending Specialist – Nationwide Home Loans
ANZ Banking Group
03.2007 - 08.2009
Banking Consultant 2 – Botany Branch
ANZ Banking Group
08.2005 - 03.2007
Lending Consultant
FAI Finance
10.2004 - 08.2005
Lending Administrator
FAI Finance
07.2004 - 09.2004
Bachelor of Arts - Major in Economics and minor in Statistics
University of Auckland
Certificate in Business Level 3 -
Auckland Institute of Technology
Graduate Diploma - Business – Personal Financial Planning
Massey University
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