Jason Lam
Eastern District, Hong Kong
Summary
Reliable Relationship Officer with background in managing diverse client relationships, fostering partnerships, and driving customer satisfaction. Strong skills in strategic planning, problem-solving, and communication honed from previous roles. Known for cultivating productive relationships and making significant contribution to business growth through proactive relationship management.
Overview
1
1
years of professional experience
4
4
Certification
Work History
Relationship Officer Trainee, Commercial Banking
Shanghai Commercial Bank
12.2024 - Current
- Successfully completed the IIQE licensing exams (Papers 1, 2, 3) and HKSI (Paper 1), demonstrating a solid foundation in financial regulations and investment products.
- Gained hands-on experience in financial planning and advisory through structured training and practical placements within the branch network.
- Participated in training sessions related to relationship management principles and practices.
- Analyzed market trends and identified potential new business opportunities.
- Handled incoming inquiries from customers via face-to-face contact in a professional manner.
Claims Assistant Officer
Chubb Insurance
08.2024 - 10.2024
- Proficiently managed high-volume of complex claims inquiries and requests, ensuring accuracy and timely resolution.
- Gathered, analyzed, interpreted, and maintained client records for insurance policies.
- Interviewed clients and took calls to provide customer service and obtain information on claims.
Barista (Marketing involved)
Mrs. H's Coffee House
02.2024 - 07.2024
- Developed strong interpersonal skills through daily interactions with customers and colleagues, showcasing the ability to build rapport and communicate effectively.
- Collaborated with shop owner to develop marketing strategies to increase sales and customer engagement.
Human Resources Role
Royal Learning Group
06.2022 - 07.2022
- Assist in recruitment duties, e.g. Job ad posting, CV screening, Interview arrangement, New staff orientation.
- Managing general HR administration documents, e.g. MPF, Staff database etc.
- Maintaining employee system with 300+ employees.
Census Enumerator
Census and Statistics Department
07.2021 - 08.2021
- To obtain 600+ census data report through field visits or telephone interviews.
- To follow up on self-enumerated case.
Education
BBA - Management
Hang Sang University of Hong Kong
Hong Kong12.2023
Skills
- Proactive attitude
- Financial advisory
- Client relationship management
- Process management
- Data analysis
- Customer service and communication
- High adaptability
- Web 3-savvy
Certification
- HKSI LE Paper 1 - Fundamentals of Securities and Futures Regulation, Hong Kong Securities and Investment Institute, 04/01/25
- IIQE Paper I - Principles and Practice of Insurance, Vocational Training Council, 01/01/25
- IIQE Paper III - Long Term Insurance, Vocational Training Council, 02/01/25
- IIQE Paper II - General Insurance, Vocational Training Council, 03/01/25
- Foundation Certificate in Barista Skills, Coffee Lovers Limited, 10/2024
Languages
Chinese (Cantonese)
First Language
Chinese (Mandarin)
Proficient (C2)
C2
English
Advanced (C1)
C1
Timeline
Relationship Officer Trainee, Commercial Banking
Shanghai Commercial Bank
12.2024 - Current
Claims Assistant Officer
Chubb Insurance
08.2024 - 10.2024
Barista (Marketing involved)
Mrs. H's Coffee House
02.2024 - 07.2024
Human Resources Role
Royal Learning Group
06.2022 - 07.2022
Census Enumerator
Census and Statistics Department
07.2021 - 08.2021
BBA - Management
Hang Sang University of Hong Kong
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