Microsoft Office
Cecilia Wong Hin Wa
Relationship Manager
Hong Kong,Hong Kong
Summary
Energetic candidate proficient at facilitating communication between departments and increasing the quality of service to customers at all levels. Eager to apply extensive experience and practical, dependable and resilient abilities to dynamic new position.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
3
3
Certifications
Work History
Citigold Relationship Manager
Citibank
Central, Hong Kong
06.2021 - 12.2021
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
Premier Relationship Manager
HSBC
Sheung Wan, Hong Kong
12.2018 - 05.2021
- Worked with clients to address and respond to client and partnership management issues.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Treasures Associate
DBS
Tsuen Wan, Hong Kong
10.2015 - 12.2017
- Collaborated with team members to achieve target results.
- Carried out day-to-day duties accurately and efficiently.
- Created plans and communicated deadlines to complete projects on time.
- Used Microsoft Word and other software tools to create documents and other communications.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
Premier Relationship Officer
HSBC
Sheung Wan, Hong Kong
05.2011 - 10.2015
- Delivered services to customer locations within specific timeframes.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Education
Bachelor of Arts - Business Administration
Coventry University
UK 07.2013 - 11.2015
Associate of Arts - Business (Marketing)
Hong Kong Polytechnic University
09.2007 - 06.2009
Skills
Portfolio Management
Investment (Fund, Structured Product)
Insurance (General, Long-term, Life, Annuity)
Leveraged Investment and Insurance
Foreign Currency Trading
Mortgage (Retail, Company)
Securities Service
Customer Onboarding and Ongoing Services (KYC, CDD)
New Relationship Acquisition
Payment and Telegraphic transfer
General Banking and Credit Services
Stakeholder Relationship Management
Manager Support
Software
Google Workspace
Adobe Photoshop
Adobe Illustrator
ProCreate
C#
SQL
VBA
ASPNET
Certification
AWS Cloud Practitioner
Timeline
AWS Cloud Practitioner
03-2022
Citigold Relationship Manager
Citibank
06.2021 - 12.2021
Premier Relationship Manager
HSBC
12.2018 - 05.2021
Treasures Associate
DBS
10.2015 - 12.2017
Bachelor of Arts - Business Administration
Coventry University
07.2013 - 11.2015
Licensing for Securities and Futures Intermediaries
04-2012
Insurance Intermediaries
03-2012
Premier Relationship Officer
HSBC
05.2011 - 10.2015
Associate of Arts - Business (Marketing)
Hong Kong Polytechnic University
09.2007 - 06.2009