Kary Wong Kei Yau

• Achieved over 110% of banca revenue target in 2025, generating over HK1.1M in revenue.
• Achieve financial targets for loan volumes, deposits, and fee income and insurance products.
• Acquired new SME clients, enhancing bank's portfolio market share.
• Cross-sold corporate products, including trade finance, cash management, and FX, to meet client needs.

Managed annual reviews of existing credit lines, reassessing client risk through KYC and CDD processes.

• Delivered personalised service to high net worth clients.
• Review clients' profiles (KYC) while providing various banking products.
• Provide financial products & services, including Account acquisition, Life insurance, Mortgage, Loans, and other banking products.
• Identified clients' needs and recommended tailored banking services and solutions, enhancing client satisfaction.

Achievememt:

2022 Q3 target: achieved: 120% (HK180,000 Revenue)

2022 Q2 target: achieved: 180% (HK$216,000 revenue)

Received recognition for outstanding sales performance in October 2021 (Top 10)

• Provided customer service at retail counter, enhancing customer satisfaction.
• Processed customer transactions quickly and accurately, including deposits and withdrawals