Ping Yuen Yeung
Financial Consultant
Flat B, 17F, BLK 4, Lok Hin Terrace, Chai Wan, Hong Kong,Hong Kong
Summary
Accomplished Financial Consultant with a proven track record at Prudential Hong Kong Limited, enhancing client satisfaction through personalized advice and strategic investment recommendations. Expert in insurance planning and portfolio management, I've significantly expanded client bases and educated communities, demonstrating exceptional communication skills and financial acumen.
Overview
3
3
years of professional experience
Work History
Financial Consultant
Prudentail Hong Kong Limited
10.2021 - 01.2025
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
Financial Consultant
Prudential General Insurance Hong Kong Limited
09.2021 - 01.2025
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
Education
BBA - Business Management
Macau Lnstitute of Management
Macau 04.2001 -
Diploma - Business Management
Open University of Hong Kong
Hong Kong 04.2001 -
Skills
Insurance planning
Mutual funds
Investment strategies
Portfolio management
Timeline
Financial Consultant
Prudentail Hong Kong Limited
10.2021 - 01.2025
Financial Consultant
Prudential General Insurance Hong Kong Limited
09.2021 - 01.2025
BBA - Business Management
Macau Lnstitute of Management
04.2001 -
Diploma - Business Management
Open University of Hong Kong
04.2001 -
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