Tsang Cho Yee
Tin Shui Wai,NYL
Overview
7
7
years of professional experience
1
1
Certification
Work History
Wealth Management Manager
BOCLife
08.2024 - Current
- Helping clients manage assets by understanding clients' needs and financial goals.
- Maintaining strong relationships with clients.
- Analyzing performance, and providing regular updates to clients.
Receptionist
Parkland Music Limited
01.2023 - 06.2024
- Handling day-to-day data entry activities.
- Providing quality cashiering counter service to customers.
- Handling inquiry calls and messages in a professional manner.
- Developing the monthly roster for staff.
Consultant
Convoy Financial Services Limited
07.2020 - 05.2024
- Helping clients manage assets by understanding clients' needs and financial goals.
- Analyzing performance and providing regular updates to clients.
- Overseeing client investment portfolios, giving adjustment advice as needed.
Assistant
Marier
11.2022 - 11.2023
- Managing schedules and appointments.
- Tracking stock and maintaining inventory levels.
- Assisting in creating marketing materials.
- Monitoring campaign performance and reporting on results.
- Inputting financial data into accounting databases.
- Maintaining accurate records of transactions, invoices, and receipts.
- Liaising with vendors, customers, and other departments regarding financial inquiries.
- Supporting payroll processing by collecting and verifying employee time sheets.
Sales
Agnes b.
08.2022 - 09.2023
- Assisting full-time staff.
- Addressing customer inquiries and providing information about products.
Sales
Double Step
08.2022 - 12.2022
- Assisting full-time staff.
- Providing quality cashiering counter service to customers.
- Addressing customer inquiries and providing information about products.
Tutor
Unique Perfect Learning Centre
06.2019 - 09.2022
- Teaching students on their assignments and exercises.
- Communicating with students' parents at their work.
- Handling discipline issues of students.
Owner & Manager
1822 Nail & Lash Studio
09.2021 - 04.2022
- Promoting products on multiple channels, including social media, online ad campaigns, and word-of-mouth initiatives.
- Handling the selection, purchasing, and import of materials and necessities.
- Supervised 2-3 employees.
Supervisor
Engineering Impact Limited
06.2021 - 08.2021
- Managing roster schedules for staff to ensure coverage and efficiency.
- Tracking stock and maintaining inventory levels.
- Maintaining accurate records of transactions, invoices, and receipts.
- Supporting payroll processing by collecting and verifying employee time sheets.
Receptionist
Jolly Music
01.2019 - 06.2021
- Handling day-to-day data entry activities.
- Providing quality cashiering counter service to customers.
- Handling inquiry calls and messages in a professional manner.
- Developing the monthly roster for staff.
Sales
Dr. Kong
07.2019 - 09.2019
- Assisting full-time staff.
- Addressing customer inquiries and providing information about products.
Sales
Mirabell
07.2018 - 02.2019
- Assisting full-time staff.
- Addressing customer inquiries and providing information about products.
Education
Bachelor's Degree - Management Science, Information Management
The Hang Seng University of Hong Kong
08-2024
High School - Biology, Chemistry
Carmel Bunnan Tong Memorial Secondary School
08-2018
Skills
- Good command of Microsoft Office (Word, PowerPoint, and Excel (VBA))
- Data analysis (SAS, Minitab, UML)
- Client relationship management
- Inventory management (ERP, MySQL, SAP)
- Data entry (RPA)
- Project management
- Event management
- Communication skills
- Time management
- Marketing support
- Team collaboration
Certification
- Hong Kong Society for Quality membership
Timeline
Wealth Management Manager
BOCLife
08.2024 - Current
Receptionist
Parkland Music Limited
01.2023 - 06.2024
Assistant
Marier
11.2022 - 11.2023
Sales
Agnes b.
08.2022 - 09.2023
Sales
Double Step
08.2022 - 12.2022
Owner & Manager
1822 Nail & Lash Studio
09.2021 - 04.2022
Supervisor
Engineering Impact Limited
06.2021 - 08.2021
Consultant
Convoy Financial Services Limited
07.2020 - 05.2024
Sales
Dr. Kong
07.2019 - 09.2019
Tutor
Unique Perfect Learning Centre
06.2019 - 09.2022
Receptionist
Jolly Music
01.2019 - 06.2021
Sales
Mirabell
07.2018 - 02.2019
Bachelor's Degree - Management Science, Information Management
The Hang Seng University of Hong Kong
High School - Biology, Chemistry
Carmel Bunnan Tong Memorial Secondary School
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