Yan Lam Kuk
Assistant Relationship Manager
Yuen Long,Hong Kong
Summary
Enthusiastic person eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of building connection and resolving problems. Motivated to learn, grow and excel in fast-paced Financial market.
Overview
2
2
years of post-secondary education
3
3
years of professional experience
Work History
Assistant Relationship Manager
Bank of Communications Co., Limited
Hong Kong
04.2020 - Current
- Build and maintain relationships with new and existing clients while providing high level of expertise.
- Conduct client due diligence, credit analysis, assist customer with needs such as opening accounts, updating account details and signing up for new services.
- Work with different departments to facilitate communication and deliver personalized solutions to customers.
Senior Trade Finance Officer
ICICI Bank
Hong Kong
01.2019 - 04.2020
- Assisted customer in financing such as invoice financing, trust receipt etc
- Advised Letter of Credit to customer for trading transaction
- Communicated with different parties to handle LC enquiry issues
Counter Service Officer
Hang Seng Bank
Hong Kong
05.2018 - 01.2019
- Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
- Promptly responded to inquiries and requests from prospective customers.
- Performed CDD and KYC in opening account for customers.
Education
BBA - Business Economics
City University Of Hong Kong
Hong Kong 09.2016 - 02.2019
Skills
Teamwork
Additional Information
07/2020 Paper 1 - Fundamentals of Securities and Futures Regulation
07/2019 Common Recruitment Exam(CRE)
07/2017 Paper V: Investment-linked Long Term Insurance
04/2017 Paper I: Principles & Practice of Insurance
04/2017 Paper III: Long Term Insurance
Timeline
Assistant Relationship Manager
Bank of Communications Co., Limited
04.2020 - Current
Senior Trade Finance Officer
ICICI Bank
01.2019 - 04.2020
Counter Service Officer
Hang Seng Bank
05.2018 - 01.2019
BBA - Business Economics
City University Of Hong Kong
09.2016 - 02.2019
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