Summary
Overview
Work History
Education
Skills
Special Skills
Timeline
Generic
KING YEE CHENG

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
KING YEE CHENG