TAM Sum Yin
Summary
An enthusiastic financial consultant with around 2 years of experience in the field of all-rounded financial advisory, who prioritizes working alongside clients in order to achieve the desired results in a quick and efficient manner.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Consultant
Convoy Financial Services Limited
10.2021 - Current
- Facilitated new client
- Managed a diverse range of client portfolios
- Advised clients on investments, retirement and estate planning
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals
Interviewer
Anova Limited
07.2016 - 12.2023
- Interviewed different kinds of people in different places, e.g. Ocean Park, Cinema, Racecourse, etc. (depends on the job requirements)
Online Shop Manager
CoTima (International Outdoor Hardware Brand)
07.2018 - 08.2021
- Managed the online shop and the social media accounts
- Handled the orders from customers
- Formulated marketing strategies
- Analyzed sales data to identify trends and create targeted marketing initiatives that catered to the needs of our customers base
Marketing Officer
Oceanus (Premium Food Retail Store)
06.2018 - 08.2021
- Formulated marketing strategies
- Defined and tracked campaign effectiveness and adjusted strategies accordingly
Sales Assistant
Oceanus
05.2016 - 08.2021
- Responsible for customer services
Performer
Ocean Park Hong Kong
08.2019 - 11.2019
- Entertained the customers during the Halloween Fest
Sales Assistant
Saint Honore Cake Shop
05.2016 - 07.2016
- Responsible for customer service
Education
BBA -
The Hong Kong Polytechnic University
11.2022
Association of Business Administration -
HKUSPACE Community College
09.2020
Skills
- Insurance Planning
- Client Needs Assessment
- Client Relations
Certification
- 2022 LUA New Star Award (Bronze)
- IIQE Paper 1-5
Timeline
Financial Consultant
Convoy Financial Services Limited
10.2021 - Current
Performer
Ocean Park Hong Kong
08.2019 - 11.2019
Online Shop Manager
CoTima (International Outdoor Hardware Brand)
07.2018 - 08.2021
Marketing Officer
Oceanus (Premium Food Retail Store)
06.2018 - 08.2021
Interviewer
Anova Limited
07.2016 - 12.2023
Sales Assistant
Oceanus
05.2016 - 08.2021
Sales Assistant
Saint Honore Cake Shop
05.2016 - 07.2016
BBA -
The Hong Kong Polytechnic University
Association of Business Administration -
HKUSPACE Community College
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