Ko Mei Yan Vivian
ICBC (ASIA)
Ma On Shan
1
Certification
9
years of professional experience
Work History
Senior Personal Banking Manager
1 Year 3 Months- Provide professional advisory services on premium financing, secures loan products and mortgage, tailoring solutions to client needs
- Manage end-to-end mortgage application process, including credit assessment, documentation and compliance checks
- Develop and maintain strong client relationships to drive loan portfolio growth and cross-selling opportunities
- Collaborate with internal teams to optimize loan approval efficiency and enhance client experience
Assistant Relationship Manager
7 Months- Account opening for the commercial clients
- Prepare documents for Relationship Managers before appointments
- Seek for the potential clients to have further business development to Relationship Managers
- Policies checking before submissions
- Handling some lapse or cooling-off policy cases, and reinstate the policies for the clients
- Deal with daily administrative works for teammates
Personal Banking Assistant Manager
7 Years 8 Months- Account opening for the clients
- Cross selling the products of Credit card, Personal loans or Mortgage
- Build up the good relationships with clients
- Explore the opportunities of business, refer the potential clients to relationship manager
- General customer service handling
Education
Bachelor Degree Program - Business Management
A-level
High school education - GCSEs level
Skills
Speed of Typing: Approximate 80/ per minute
Software: Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Certification
IIQE Paper I & III, SI 1,7,8
Languages
Fluent Cantonese, English & Mandarin
Timeline
Senior Personal Banking Manager
ICBC (ASIA)
04.2025 - CurrentRead More
Assistant Relationship Manager
Fubon Bank
09.2024 - 04.2025Read More
Personal Banking Assistant Manager
Bank of China
01.2017 - 09.2024Read More
Howell’s School
High school education from GCSEs level
Read More
Brockenhurst College
A-level
Read More
University of Wales
Bachelor Degree Program from Business Management
Read More
Expected salary
Around $36000/month
Date available: 1 months notice