Tang Hon Cheung, Stephen
Professional Wealth Manager
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with over 10 years of experience in private wealth industry.
Overview
15
15
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Associate Wealth Managment Director
AIA
03.2019 - Current
- Achieved sales goals and generate revenue by cultivating and securing new customer relationships.
- Increased sales of wealth products through tactical customer outreach.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
Premier Relationship Manager
HSBC
07.2014 - 03.2019
- Promote HSBC International banking service by broadening and deepening a portfolio of international high net worth clients across Asia pacific regions. Including Mainland China.
- Worked with asset management and insurance departments to facilitate communication and deliver personalized solutions to customers.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Quality Reinforcement Manager
HSBC
12.2013 - 07.2014
- Provide feedback after review, and monitor sales staff and leaders in performing remedial actions on Quality Assurance errors identified, to contribute to the success of full sales compliance to regulatory requirements
- Assist in coaching and training up new sales staff and Quality Reinforcement Managers with sales quality knowledge.
Premier Relationship Officer
HSBC
02.2012 - 07.2013
Senior Customer Service Officer
HSBC
02.2008 - 02.2012
Education
GCSE -
Chilton Cantelo School
England, UK 01.2001 - 12 2005
BBA - Bachelor of Business Administration
University of Management & Technology
Virginia, USA 09.2019 - 06.2022
Skills
Qualified in SFC License type 1,4 & 9
Certification
IIQE Qualified in License type: 1,2,3,4,5
Timeline
BBA - Bachelor of Business Administration
University of Management & Technology
09.2019 - 06.2022
Associate Wealth Managment Director
AIA
03.2019 - Current
Premier Relationship Manager
HSBC
07.2014 - 03.2019
Quality Reinforcement Manager
HSBC
12.2013 - 07.2014
Premier Relationship Officer
HSBC
02.2012 - 07.2013
IIQE Qualified in License type: 1,2,3,4,5
01-2012
Securities and Futures Intermediaries (HKSI) Type: 1,7,8,12
01-2010
Senior Customer Service Officer
HSBC
02.2008 - 02.2012
GCSE -
Chilton Cantelo School
01.2001 - 12 2005
Similar Profiles
YUXIANG BAIYUXIANG BAI
Data Analyst Internship at AIAData Analyst Internship at AIA
Xiangtian MENGXiangtian MENG
Wealth Management Intern at AIAWealth Management Intern at AIA
Erika OchoaErika Ochoa
Front Office Receptionist at AIAFront Office Receptionist at AIA
Dennis MyatDennis Myat
Product Manager at AIAProduct Manager at AIA
Daniele HadleyDaniele Hadley
Wealth Managment Banker at US Bank NAWealth Managment Banker at US Bank NA