Yau Ka Kit Leo
Financial Planner
Summary
Senior Administrative Officer with over 20 years of experience providing corporate support office-based activities to encourage team business efforts. Effectively interfaces between managers on operational and administrative support issues to achieve consensus. Provides support and assistance to colleagues to deliver quality service.
Overview
26
26
years of professional experience
3
3
years of post-secondary education
Work History
Senior Administrative Officer
Robot Institute of Hong Kong
09.2006 - Current
- Liaised with staff to manage information, develop systems and compile reports using data to identify trends and take action to enhance performance.
- Managed staff development, underperformance issues and employee relations to adopt consistent, fair and objective decision-making.
- Partnered with HR to implement and monitor policies and procedures and recommend changes.
Financial Advisor
Manulife
05.2021 - 07.2023
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Administrative Officer
Economics Express
09.1997 - 08.2006
- Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities.
- Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
- Communicated corporate objectives to various divisions to meet deadlines and adhere to company budgets.
Education
BSc (Hons) Business Management - Business Management
Canterbury Christ Church University
01.2023 - Current
Insurance Intermediaries Licence
05.2021 - Current
Professional Certificate - Risk And Crisis Management
The Hong Kong Management Association
01.2009 - 05.2009
Skills
Labor agreements
Timeline
BSc (Hons) Business Management - Business Management
Canterbury Christ Church University
01.2023 - Current
Financial Advisor
Manulife
05.2021 - 07.2023
Insurance Intermediaries Licence
05.2021 - Current
Professional Certificate - Risk And Crisis Management
The Hong Kong Management Association
01.2009 - 05.2009
Senior Administrative Officer
Robot Institute of Hong Kong
09.2006 - Current
Administrative Officer
Economics Express
09.1997 - 08.2006
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