Job Search Status
Networking onlyDesired Job Title
Client AdvisorFinancial AdvisorWork Type
Full TimeConsultingLocation Preference
HybridRemoteOn-SiteLocation: Tai Po, HK
Open to relocation: Yes
Tin Yee Nicole Yau
Tai Po
Work Preference
Summary
Client-centric Relationship Manager with 5+ years advising HNW clients across Hong Kong and Greater China, combining disciplined risk/compliance execution with markets-driven portfolio guidance. Delivered HKD 249M+ cumulative business volume and earned multiple Top Sales and Best Relationship Manager awards through strategic client-book growth and holistic wealth solutions (investments, insurance and trust).
Overview
8
8
years of professional experience
2
2
Certification
Work History
Senior Personal Banking Manager
Fubon Bank (Hong Kong) Limited
Hong Kong
05.2022 - Current
- Client Relationship Management & Advisory
- Business Development & Portfolio Growth
- Regulatory Compliance & Risk Management
Awards & Recognition:
- Multiple Top Sales and Best Relationship Manager Awards (2023-2025)
- Recognized bank-wide for highest insurance sales volume and top commission performance
- Achieved Best Sales Unit and Top Commission Sales Unit in collaboration with China Life (Overseas)
- Selected as Master of Ceremonies for Fubon Bank Annual Dinner 2024
- Exploring Mainland and Taiwan Market work with product team, SME team and business partners to achieved 40millions insurance volumes in HNW clients in 2025.
Financial Consultant
AGBA Group
Hong Kong
03.2020 - 04.2022
- Advised HNW individuals and corporate clients on financial planning, investments, and insurance solutions
- Grew and retained client portfolios through proactive relationship management and cross-selling
- Performed needs analyses and portfolio reviews; refined asset allocation for preservation and growth
Internship Trainee – Management Track
Jeju Shinhwa World
South Korea
07.2019 - 01.2020
- Completed an intensive cross-functional rotation across operations, client services, and business development
- Named top-performing international intern; received a supervisory role offer upon completion
Internship Trainee – Management Track
Student Intern Everrich Duty Free Shop
Taiwan
07.2018 - 06.2019
- Recognized as a top-performing intern; offered a Management Trainee position on a supervisory track
- Delivered client service excellence and commercial acumen in a high-volume retail environment
Education
Bachelor of Business Administration (BBA) - undefined
National Quemoy University
Skills
Adventurous and well-rounded individual with interests that reflect precision, discipline, and strategic thinking
- Cash flow management
- Loan origination
- Banking software proficiency
- Sales management
- Portfolio management
- Mortgage lending
- Wealth management
- Cross-selling products
- Financial planning
- Investment advisory
- Credit assessment
- and collaboration
- and collaboration
- Customer service
- Teamwork and collaboration
- Problem-solving
- Honest and dependable
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent communication
- Critical thinking
- Active listening
- Effective communication
- Verbal and written communication
- Decision-making
- Relationship building
- Self motivation
- Professionalism
- Risk assessment
- Consultative selling
Enjoy skiing and shooting sports (including archery) that build focus, composure, and calm under pressure
Frequent traveler across Asia-Pacific with a passion for discovering local cuisines and hidden dining gems
Enjoy strategic card games that strengthen analytical and decision-making skills, supporting effective client advisory and portfolio management
Certification
- IIQE Paper 1, 3 & 5
- SFC License 1, 7 & 8
- Microsoft Technology Associate (MTA) Certification
LANGUAGES
Fluent: English, Cantonese, Mandarin, Hakka
Intermediate: Korean, Taiwanese (Hokkien)
WHY I'M IDEAL FOR UBS GWM
- Proven client advisory and sales performance: multiple Top Sales awards and HKD 249M+ cumulative business generation
- Strong track record building and growing long-term relationships with HNW clients
- Solid understanding of financial markets and regulatory frameworks; IIQE-certified with end-to-end wealth management expertise
- Client-first mindset with recognition for service excellence and continuous client experience improvement
- Self-directed and highly motivated, with a track record of exceeding KPIs and earning performance-based promotions
- Detail-oriented in documentation, maintaining accurate client profiles and ensuring regulatory compliance
- Fluent in English, Cantonese, and Mandarin; effective communicator across Greater China markets
Timeline
Senior Personal Banking Manager
Fubon Bank (Hong Kong) Limited
05.2022 - Current
Financial Consultant
AGBA Group
03.2020 - 04.2022
Internship Trainee – Management Track
Jeju Shinhwa World
07.2019 - 01.2020
Internship Trainee – Management Track
Student Intern Everrich Duty Free Shop
07.2018 - 06.2019
Bachelor of Business Administration (BBA) - undefined
National Quemoy University