Tsun Hei (Anson) Mui
Graduate Member Of Corporate Governance Institude UK & Ireland
Hong Kong/ London
Summary
Graduate member in CGI UK and Ireland. Well Knowledge on Compliance Regulations, taxation & corporate
governance. Sound experience on insurance product knowledge and pension fund Highly Motivated and skilled
in Customer Service, MS Office and Project Management. Experience in a multi-national office and working as a
team, but independent. Having more than 2 years' experience in client servicing, data management and cross
selling in the insurance sector, having over 80% client satisfaction and secured $500k new business for the
company.
Overview
7
7
years of professional experience
18
18
years of post-secondary education
Work History
Senior Officer -Client Service
HSBC Private Banking Hong Kong
12.2023 - Current
- Coached junior team members, fostering professional growth and improving overall team performance.
- Supported KYC processes for prospective and existing customers.
- Ensured compliance with regulatory requirements by conducting thorough customer due diligence checks.
Officer - Funds settlement and Corporate Action
HSBC Private Banking Hong Kong
12.2022 - 12.2023
- Perform daily unit trust settlement through internal HSBC and external clearing system, and handling and processing of Corporate Actions (mandatory and voluntary) essential.
- Established effective relationships with key stakeholders both internally and externally for increased collaboration opportunities, enhancing efficiency on necessary data collaboration
- Enhanced data accuracy by meticulously monitoring and processing corporate action events.
- Managed daily reconciliation of cash and positions for accurate reporting to investors and regulatory agencies.
Member Service Executive
Cathay Pacific Membership Program Centre
07.2022 - 11.2022
- Perform booking handling and inform members regarding flight schedule amendment, giving necessary action and assistance as needed.
- Handled customer inquiries and suggestions courteously and professionally, especially in peak season and worldwide pandemic period
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Receptionist
Heeton Concept Hotel London Kensington
03.2022 - 07.2022
- Perform hospitality task including check-in & out, daily audit, answering enquiries from guest and coordinate with maintenance and housekeeping
Account Executive - Corporate
Abacare Hong Kong Limited
08.2018 - 11.2020
- Provide day to day services to clients as needed, Insurance policy administration, Manage data reporting and physical letter mailing
Internship & Business Management Assistant (Part - Time)
Bank of China International Securities Limited
06.2017 - 03.2018
- Assistance in KYC and new financial due diligence requirement, client's trading limit approval by reviewing their financial position
Education
Master in Corporate Governance - undefined
Leeds Beckett University
01.2021 - 04.2022
Bachelor of Business Administration (Honours) in Corporate Governance - undefined
Hang Seng University of Hong Kong
01.2014 - 04.2018
HKDSE - undefined
HKCCCU Logos Academy
01.2002 - 04.2014
undefined
Extracurricularexperience
- Internal Vice President, 2nd ACG Society, HSMCSU, 2015, 2016, Prepared agenda for all general meetings, constantly monitoring and work legally under constitution, Handled venue booking / booth for events and provide best service to our members
- Marketing Director, 1st Student Association of Corporate Governance, HSMCSU, 2014, 2015, Convinced with different sponsors on event support
Locations
- London
- Hong Kong
References
References are available upon request.
Volunteer Experience
- Ambassador of Internet security (2017), Stewards Integrated Service Centre for Youth
- YMCA Volunteer Award - Bronze (2010)
Timeline
Senior Officer -Client Service
HSBC Private Banking Hong Kong
12.2023 - Current
Officer - Funds settlement and Corporate Action
HSBC Private Banking Hong Kong
12.2022 - 12.2023
Member Service Executive
Cathay Pacific Membership Program Centre
07.2022 - 11.2022
Receptionist
Heeton Concept Hotel London Kensington
03.2022 - 07.2022
Master in Corporate Governance - undefined
Leeds Beckett University
01.2021 - 04.2022
Account Executive - Corporate
Abacare Hong Kong Limited
08.2018 - 11.2020
Internship & Business Management Assistant (Part - Time)
Bank of China International Securities Limited
06.2017 - 03.2018
Bachelor of Business Administration (Honours) in Corporate Governance - undefined
Hang Seng University of Hong Kong
01.2014 - 04.2018
HKDSE - undefined
HKCCCU Logos Academy
01.2002 - 04.2014
undefined
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