Lo Ka Kin
Carson
Overview
3
3
years of professional experience
3
3
Languages
Work History
Retail Banking Trainee
Bank of Communication
12.2024 - Current
- Calculated and recommended interest rates for time deposits based on market trends and customer profiles, enhancing customer satisfaction.
- Gained expertise in regulatory requirements by learning about CDD and KYC (Know Your Customer) procedures for account opening.
- Provided daily customer service support, processing withdrawals, deposits, cheques and guiding customers on online banking functionalities.
- Successfully referred potential customers to relationship managers, contributing to increased sales and revenue for the bank
- Assisted customers with account inquiries and transaction processes.
- Processed loan applications and verified applicant information for accuracy.
- Assisted the SME department by managing and organizing company records and documentation.
Intern in Personnel Department of Personnel and Administration Division
Television Broadcasts Limited
07.2023 - 08.2023
- Led a variety of human resources operational responsibilities, such as onboarding, offboarding, and recruitment procedures.
- Maintained accurate and up-to-date employee files and documentation.
- Obtained knowledge of labour law and regulation modifications and advised the organisation of any required adjustments to ensure compliance.
- By addressing concerns, facilitating conflict resolution, and encouraging a collaborative work environment
Investment Banking and Assets Management Junior Consultant
JH Partners
08.2022 - 09.2022
- Conducted research on investment banking organisational behaviour and industry development.
- Collaborated with and established strong connections with investment banking firms such as Huatai Securities, Haitong Securities, and China Merchants Securities.
- Analysed the structure, function, and job roles of different investment banking firms.
- Conducted resume checks and analysed candidate data using Excel.
- Communicated with clients and candidates to reach a consensus.
- Achievements: Developed business analysis skills, communication skills with different sectors of the business, and knowledge of investment products such as derivatives, equities, and bonds. Familiarity with the investment banking industry and functions.
Secretary
Manulife Financial Corporation
07.2022 - 08.2022
- Conducted research on funds, stocks, and economic environment.
- Utilized Excel to calculate break-even points and profits for customers regarding MPF, Insurance, and Fund products.
- Created and designed advertisements to attract customers.
- Achievements: Demonstrated communication skills with colleagues, understanding of financial products such as MPF, Insurance, and Fund, and knowledge of the financial industry and environment.
Education
Bachelor of Science with Honours - Marketing and Management
University of Exeter
Exeter, UK01.2024
High School - Economics, Business, IHPQ (Essay Analysis), Photography, Chinese
Richard Huish College
Taunton, UK01.2020
Secondary School - Business, Science, Mathematics, English as a Second Language, Chinese
Shebbear College
North Devon, UK01.2018
Skills
Strong analytical skills
Licences
- IIQE (Paper 1) passed
- Hong Kong Special Administrative Region Driving Licence
Timeline
Retail Banking Trainee
Bank of Communication
12.2024 - Current
Intern in Personnel Department of Personnel and Administration Division
Television Broadcasts Limited
07.2023 - 08.2023
Investment Banking and Assets Management Junior Consultant
JH Partners
08.2022 - 09.2022
Secretary
Manulife Financial Corporation
07.2022 - 08.2022
High School - Economics, Business, IHPQ (Essay Analysis), Photography, Chinese
Richard Huish College
Secondary School - Business, Science, Mathematics, English as a Second Language, Chinese
Shebbear College
Bachelor of Science with Honours - Marketing and Management
University of Exeter