Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Chan Oi Yan (Florence)

Business Owner
Hong Kong

Summary

Professional with experience in business leadership and management, prepared for this role. Strong focus on team collaboration and achieving results. Skilled in strategic planning, financial oversight, and operational efficiency. Reliable and adaptable to changing needs, ensuring consistent performance and growth. Experienced with strategic planning, financial management, and team leadership. Utilizes innovative approaches to streamline operations and drive growth. Track record of building strong relationships with stakeholders to ensure business success.

Overview

11
11
years of professional experience
1
1
Certification
4
4
Languages

Work History

Business Owner

Pro Insurance & Financial Management Limited
Hung Hom, Kowloon City
06.2022 - Current
  • PIFM is a licensed insurance broker company. I also carry on as a company's Director & Responsible Officer (RO) in Hong Kong.
  • Responsible Officer is approved by the Insurance Authority (IA) and Mandatory Provident Fund Schemes Authority (MPFA) who oversees and ensures compliance with regulations.
  • Works with over 40 top insurance companies from around the world to consistently deliver the highest quality insurance products and services to individuals, families, groups, and companies in Hong Kong and the Asia Pacific region.

Senior Relationship Manager

HSBC
Cental, Central and Western District
06.2016 - 06.2022
  • Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
  • Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Client Asset Under Management: HK$10 billion.

Financial Planning Manager

Bank of China
Causeway Bay, Eastern
10.2015 - 06.2016
  • Managed a diverse portfolio of investments, effectively balancing risk and return profiles for optimal results.
  • Conducted detailed risk assessments to ensure appropriate investment allocations aligned with client objectives.
  • Improved financial plan accuracy by diligently reviewing and analyzing client data.

Customer Relationship Manager

Hang Seng Bank
Kowloon, Kowloon City
04.2015 - 10.2015
  • Created customer support strategies to increase customer retention.
  • Made customers aware of current and new programs and services.
  • Created detailed client profiles within the CRM system, enabling tailored approaches when recommending products or services based on specific needs.
  • Delivered superior customer service to strengthen relationships and drive future business revenue.

General Banking Manager

Hang Seng Bank
Kowloon, Kowloon City
04.2014 - 08.2014
  • Acquired new business and provided professional advice to customers.
  • Promoted appropriate products and services based on customers' needs.
  • Maintained the relationship with existing customers and provide suitable banking products for customers (i.e. life insurance, mortgage, loans).
  • Maintained awareness of operational risks and adhered to relevant policies and guidelines.

Financial Service Trainee

Hang Seng Bank
04.2014 - 08.2014
  • Identified customer needs and offered appropriate banking services.
  • Participated in promotional campaigns to acquire new business and strengthen customer loyalty.
  • Maintained awareness of operational risks and adhered to relevant policies and guidelines.
  • Finished the corporate training and development program given by Hang Seng Bank.

Education

Bachelor of Arts Degree - Finance

The Hong Kong Polytechnic University
Hong Kong
04.2001 -

Skills

Business management and development

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Certification

Certified ESG Planner CEP® credential from ICSD

Timeline

Certified ESG Planner CEP® credential from ICSD

05-2024

Business Owner

Pro Insurance & Financial Management Limited
06.2022 - Current

Senior Relationship Manager

HSBC
06.2016 - 06.2022

Financial Planning Manager

Bank of China
10.2015 - 06.2016

Customer Relationship Manager

Hang Seng Bank
04.2015 - 10.2015

General Banking Manager

Hang Seng Bank
04.2014 - 08.2014

Financial Service Trainee

Hang Seng Bank
04.2014 - 08.2014

Bachelor of Arts Degree - Finance

The Hong Kong Polytechnic University
04.2001 -

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Chan Oi Yan (Florence)Business Owner