Winglam To
Relationship Management
Hong Kong SAR
Summary
KYC & Client Due Diligence | Data Analysis & Reporting | Client Profile Management
A client-focused professional with two years plus of experience in managing affluent client relationships and a genuine passion for the global financial market, with banking knowledge in both compliance and alternative financial products. She is a licensed securities, futures, and insurance broker, a CAIA candidate.
Overview
5
5
years of professional experience
1
1
Certification
1
1
Language
Work History
Contract Client Service Representative
BestServe Financial Limited - SunLife Financial
05.2025 - 09.2025
- Resolved client complaints with empathy and professionalism, restoring confidence in the MPF services, Achieved a consistent service level by maintaining an exceptional answering rate of 98% in a high-volume call center environment.
Wealth Manager
South China Finance and Management Limited
06.2024 - 11.2024
- Proactively handled 30 portfolio analysis reports and administrative tasks per week, contributed to client meeting preparations, synthesize 10 background research and data sets to aid in strategy formulation.
- Performed consultations for GBA clients to uncover financial objectives and deliver tailored solutions by understanding the nuanced circumstances.
Premier Center Customer Service Officer
The Hongkong and Shanghai Banking Corporation Limited
05.2023 - 04.2024
- Executed and validated Know-Your-Client documentation and Risk Profile Questionnaires for Premier clients, ensured accurate and compliant updates to client portfolios.
- Facilitated smooth Premier services with customer-centered mindset; Proactively conduct valuable customer referral to relationship managers.
Sales Operations & Customer Service Assistant
Imperial Enterprises Holdings Limited & Eslite Spectrum Hong Kong Limited
06.2021 - 07.2022
- Collaborated with the Business Development Director in sourcing and securing new wholesale clients, contributing to a 25% revenue increase for the seasonal line. Managed end-to-end sales cycle, ensuring a seamless and exceptional client experience.
Financial Consultant
Prudential Hong Kong Limited
11.2020 - 03.2021
- Executed strategic client engagement plans, sourcing new business opportunities within high-net-worth environments such as Hong Kong Jockey Club and Soho House.
Education
Bachelor of Arts - Asian Studies
The University of Western Australia
Perth07.2020
Skills
Microsoft 365 (Proficient), Tableau & Bloomberg Terminal (Excellent)
Websites
Affiliations
Member of 100 Women in Finance
Certification
HKSI 1,7,8 & IIQE 1,2,3,4
Availability
Immediate
Timeline
Contract Client Service Representative
BestServe Financial Limited - SunLife Financial
05.2025 - 09.2025
Wealth Manager
South China Finance and Management Limited
06.2024 - 11.2024
Premier Center Customer Service Officer
The Hongkong and Shanghai Banking Corporation Limited
05.2023 - 04.2024
Sales Operations & Customer Service Assistant
Imperial Enterprises Holdings Limited & Eslite Spectrum Hong Kong Limited
06.2021 - 07.2022
Financial Consultant
Prudential Hong Kong Limited
11.2020 - 03.2021
Bachelor of Arts - Asian Studies
The University of Western Australia