LAI Tsz Chun
Summary
Highly motivated Sales Specialist with a strong comprehension of financial markets, and with proven ability to engage and educate Relationship Managers to position all with excellent sales results. Advanced skills in analytical, presentation, and effective communication skills enabling me to excel in a fast-paced and dynamic business environment.
Overview
3
3
years of professional experience
Work History
Treasury Sales (Global Markets)
Bank of Communications
08.2021 - Current
- Maintain appropriate operational risk control and compliance
- Work closely with Relationship Managers to explore opportunities to cross-sell treasury products such as interest rate instruments, FX products and structured finance products.
- Hold regular meetings and trainings to provide RM with professional advice, market analysis and strategies, and new treasury products
- To market FX & MM, FX option and any Treasury-related products to retail, PB, and SME clients.
- Trading investment and hedging products on behalf of clients, e.g. FX swap, FX spot, FX forward, Derivatives, and Bonds
- Participated in several product and system development projects
Officer Trainee - Treasury Sales (Global Markets)
Bank Of Communications
08.2021 - 08.2022
Retail Sales (Customer Service Officer)
HSBC
11.2020 - 08.2021
- Handling banking account enquires and addressing customer concerns.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Maintain appropriate operational risk control and compliance.
Education
Master of Science - International Business
University of Exeter
Exeter, UK07.2020
Bachelor of Arts - International Hospitality Management
University of Brighton
Brighton, UK06.2019
Skills
- Excellent presentation and communication skills
- High level of accuracy
- Dedicated team player
- Organizational skills
- Strong analytical skills
- Ability to learn rapidly and adapt quickly
Languages
English
Proficient
C2
Chinese (Mandarin)
Proficient
C2
Chinese (Cantonese)
Proficient
C2
Licenses & Memberships
- HKSI type 1, 4, 9 licenses
- TMA associate membership
Timeline
Treasury Sales (Global Markets)
Bank of Communications
08.2021 - Current
Officer Trainee - Treasury Sales (Global Markets)
Bank Of Communications
08.2021 - 08.2022
Retail Sales (Customer Service Officer)
HSBC
11.2020 - 08.2021
Master of Science - International Business
University of Exeter
Bachelor of Arts - International Hospitality Management
University of Brighton
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