SIU LUNG SUNG
RELATIONSHIP MANAGER
Quarry Bay,Hong Kong
Summary
Accomplished Relationship Manager with a proven track record at Citibank (Hong Kong) Limited, excelling in wealth management offerings and building enduring client relationships. Demonstrated expertise in investment planning and customer portfolio management, achieving high client satisfaction and loyalty through personalized solutions and strategic team leadership.
Overview
14
14
years of professional experience
2
2
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Citigold Relationship Manager
Citibank (Hong Kong) Limited
06.2016 - Current
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Worked with departments to facilitate communication and deliver personalized solutions to customers.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
Personal Banker
Citibank (Hong Kong) Limited
01.2013 - 06.2016
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
Counter Service Officer
Citibank (Hong Kong) Limited
08.2011 - 12.2012
- Handled sensitive customer data responsibly while processing transactions or updating account records, adhering strictly to privacy regulations.
- Increased sales revenue by cross-selling additional products or services when appropriate during interactions with customers.
- Maintained up-to-date knowledge of product and service changes.
Education
Bachelor of Arts - Marketing Management With Business Studies
Edinburgh Napier University
Hong Kong 09.2009 - 04.2011
Skills
● Relationship building
undefinedCertification
● Regional Chairmans Council (Sales Achievement Award - 2020)
Timeline
Citigold Relationship Manager
Citibank (Hong Kong) Limited
06.2016 - Current
Personal Banker
Citibank (Hong Kong) Limited
01.2013 - 06.2016
Counter Service Officer
Citibank (Hong Kong) Limited
08.2011 - 12.2012
Bachelor of Arts - Marketing Management With Business Studies
Edinburgh Napier University
09.2009 - 04.2011
● Regional Chairmans Council (Sales Achievement Award - 2020)
● Regional Chairmans Council (Sales Achievement Award - 2021)
● Gateway to Greatness (Certificate of Achievement - 1H 2024)
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