Po Wai Chong
Hong Kong,NYL
Overview
13
13
years of professional experience
Work History
Vice President
Ark Group Holdings (Hong Kong) Limited
Hong Kong
04.2024 - Current
- Conducted financial analysis and provided advice to clients on investments, asset allocation, tax planning and retirement strategies.
- Monitored the performance of investments against agreed benchmarks and advised clients accordingly.
Associate Director & Executive Team Head, Priority Banking
Standard Chartered Bank (HK) LTD
07.2017 - 09.2023
- Manage and develop UHNW/HNW's portfolios of priority private banking clients, includes but not limited to promote latest market information to clients, answer clients' requests and instructions directly
- Develop strategies to increase ROI and minimize risk and loss
- Perform client portfolio review on a regular basis
- Manage, develop and straighten client relationship, provide high-quality, comprehensive and tailor-made banking services
- Lead and provide the supervisory over a group of Relationship Managers by providing coaching and leadership on client acquisition and client management to build the sustainable business growth and achieve goals predetermined by Senior Management.
Customer Service Officer
Nanyang Commercial Bank Ltd.
10.2015 - 06.2017
- Providing customers service for personal customers
- Handling account opening for personal customer in branch
- Maintained long-term relationships customers
- Achieved monthly sales targets.
Part-time Staff
Nanyang Commercial Bank Ltd.
08.2013 - 11.2014
- Deliver quality customer services through counter transactions
- Cross-sell retail banking products
- Support branch operations.
Junior Teller
Nanyang Commercial Bank Ltd.
07.2012 - 07.2013
- Deliver quality customer services through counter transactions
- Cross-sell retail banking products
- Support branch operations.
Education
BSc(Hons) Statistical Analysis Year 3 - Statistics
The Open University of Hong Kong
Hong Kong05.2015
Higher Diploma in Business Analysis - Statistics
Hong Kong Institute of Vocational Education
07.2012
Skills
- Relationship Building
- Team Collaboration and Leadership
- Decision-Making
- Coaching and Mentoring
- Portfolio Management
Accomplishments
- 2017 Yearly Top Revenue Champion
- 2018 Yearly Top Percentage Champion
- 2019 Q3 One Million and Half Million Achiever Award
- 2023 Q1 Top GC Case Count Award
- Achieved 913% yearly sales target on 2016, via yearly target as HK$360,000 Insurance income fee.
- Achieved 717% quarterly sales target on Q1 2017, via quarterly target as HK$120,000 Insurance income fee.
Standard Chatered Bank (HK) LTD
NanYang Commerical Bank LTD
Timeline
Vice President
Ark Group Holdings (Hong Kong) Limited
04.2024 - Current
Associate Director & Executive Team Head, Priority Banking
Standard Chartered Bank (HK) LTD
07.2017 - 09.2023
Customer Service Officer
Nanyang Commercial Bank Ltd.
10.2015 - 06.2017
Part-time Staff
Nanyang Commercial Bank Ltd.
08.2013 - 11.2014
Junior Teller
Nanyang Commercial Bank Ltd.
07.2012 - 07.2013
BSc(Hons) Statistical Analysis Year 3 - Statistics
The Open University of Hong Kong
Higher Diploma in Business Analysis - Statistics
Hong Kong Institute of Vocational Education
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