KING YEE CHENG
Summary
Experienced in providing financial planning services to major bank customers, promoting various investment and life insurance products; learn fast and can work independently.
Overview
25
25
years of professional experience
Work History
Relationship Manager, Priority Banking
Standard Chartered Bank
09.2008 - Current
- Responsible for driving profitable volume growth through value added sales and service incorporating the full range of Consumer Banking products offered
- Manage an assigned portfolio of Priority customers and work collaboratively with product specialists from various Value Centers when required to further increase sales
Personal Financial Manager
Standard Chartered Bank
11.2004 - 08.2008
- Promote various investment products like mutual funds, equity link investments, currency link investments and others
- Promote other banking products like insurance, mortgages & personal loans
Customer Service Ambassador
Standard Chartered Bank
01.2001 - 10.2004
- Assist Customer Relationship Manager to solicit new business and provide operations support on daily workflow
- Provide general banking services to Prestige customers
Education
IFPHK - CFP Public Examination Papers
01.2011
HKU Space - Certified Financial Management Planner (CFMP)
01.2010
Hong Kong Securities Institute - HKSI LE (Paper 1, 7 & 8) Examination
01.2004
Vocational Training Council - IIQE paper 1, 2 & 3
01.2004
Po Leung Kuk CW CHU Secondary School - HKALE
Po Leung Kuk CW CHU Secondary School
01.2004
Po Leung Kuk CW CHU Secondary School - HKCEE
Po Leung Kuk CW CHU Secondary School
01.2004
Skills
- Excellent command of spoken and written English
- Cantonese
- Mandarin
- Experienced in MS Office
- Photoshop
- English Word Processing
- Chinese Word Processing
Special Skills
Excellent command of spoken and written English, Cantonese, Mandarin, Experienced in MS Office, Photoshop, English & Chinese Word Processing
Timeline
Relationship Manager, Priority Banking
Standard Chartered Bank
09.2008 - Current
Personal Financial Manager
Standard Chartered Bank
11.2004 - 08.2008
Customer Service Ambassador
Standard Chartered Bank
01.2001 - 10.2004
IFPHK - CFP Public Examination Papers
HKU Space - Certified Financial Management Planner (CFMP)
Hong Kong Securities Institute - HKSI LE (Paper 1, 7 & 8) Examination
Vocational Training Council - IIQE paper 1, 2 & 3
Po Leung Kuk CW CHU Secondary School - HKALE
Po Leung Kuk CW CHU Secondary School
Po Leung Kuk CW CHU Secondary School - HKCEE
Po Leung Kuk CW CHU Secondary School