King Lurk Poon

-Personalized financial plan for individuals

-Handling team training

-Markets update regularly

• Managed a diverse portfolio of investments, effectively balancing risk and return profiles for optimal results.
• Conducted regular reviews of investment portfolios to ensure proper diversification and alignment with clients'' risk tolerance levels.
• Improved financial plan accuracy by diligently reviewing and analyzing client data.

• Served as floating manager-on-duty, MOD, to cover shift shortage.
• Interacted with customers by phone, email, or in-person to provide information.
• Balanced daily cash transactions, accurately maintaining financial records for the front office department.
• Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships.
• Assisted in the recruitment process for front office staff, ensuring a strong team of well-trained employees.