LO PAK YEE
Relationship Manager
Hung Hom
Summary
Experienced with building and sustaining strong client relationships. Utilizes effective communication and problem-solving skills to address customer's financial and non-financial needs and ensure satisfaction. Track record of managing diverse portfolios and achieving client loyalty through strategic relationship management.
Overview
7
7
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Relationship Manager
HSBC
11.2025 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Assistant Relationship Manager
HSBC
08.2023 - 10.2025
- Managed a variety of administrative tasks such as maintaining accurate records, and updating client profiles.
- Strengthened client relationships by providing consistent support and addressing both their financial and non-financial needs.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Assisted Relationship Managers in managing a diverse portfolio of clients, ensuring optimal satisfaction levels.
Internship
Man King Holdings Limited
06.2022 - 07.2022
- Administrative work such as letter registration, file management and customer services, etc.
Part-Time Sales
I.T CHOCOLATE
12.2021 - 05.2022
- Provide customer service. Introduce products for customers, dealing customers inquiries with a good attitude.
- Store maintenance. Maintaining daily operations for retail store.
- Organise stock affairs. Perform stock replenishment and stock transfer. Arrange stock in good position for searching.
- Perform duties assigned by shop supervisor. Provide assistance to full-time sales.
Internship
Man King Holdings Limited
05.2021 - 08.2021
- Responsible for following up an internal decoration project of the company, also pre-work and post-work of the decoration.
- Deal with matters related to motor vehicles of the company, include contacting and pricing with car agencies, and handling car licenses, etc.
Internship
Mannings (Asia) Consultants Limited
06.2020 - 08.2020
- Administrative work such as letter registration, file management and customer services, etc.
- Produced high-quality documents, spreadsheets for tender submission. Make and do presentations for internal meeting needs.
Clerk
Hong Kong Immigration Department
05.2019 - 08.2019
- Organisation of documents and application forms. Data inserting for visa or entry applications of foreigners.
Education
Bachelor of Science - Chemistry (Environmental and Analytical)
The Hong Kong University of Science And Technology
04.2001 -
High School Diploma -
Good Hope School
04.2001 -
Skills
- Relationship building and management
- Customer portfolio management
- Banking and financial services
- Investment and wealth planning
- Customer service
- Excellent communication
- Strategic planning
Certification
IIQE PAPER 1,2,3
Timeline
Relationship Manager
HSBC
11.2025 - Current
Assistant Relationship Manager
HSBC
08.2023 - 10.2025
Internship
Man King Holdings Limited
06.2022 - 07.2022
Part-Time Sales
I.T CHOCOLATE
12.2021 - 05.2022
Internship
Man King Holdings Limited
05.2021 - 08.2021
Internship
Mannings (Asia) Consultants Limited
06.2020 - 08.2020
Clerk
Hong Kong Immigration Department
05.2019 - 08.2019
Bachelor of Science - Chemistry (Environmental and Analytical)
The Hong Kong University of Science And Technology
04.2001 -
High School Diploma -
Good Hope School
04.2001 -