Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

YEE KAN ANGUS YU

Summary

Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Relationship Manager

Chiyu Bank Corporation Limited
10.2021 - Current
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
  • Developed relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Achieved SME client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.

Customer Relationship Manager

Hang Seng Bank Limited
09.2020 - 10.2021
  • Delivered superior customer service to strengthen relationships and drive future business revenue.
  • Identified market trends and monitored customers portfolio to optimal the portfolio risks and returns.
  • Understood customers' individual needs and tailor product recommendations to complement customers' satisfaction.
  • Carried out the highest standards of sales process in order to minimize compliance risk.

Relationship Manager

China Construction Bank (Asia)
01.2018 - 01.2020
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Performed KYC review for high-risk profile and PEP to meet bank's regulations and obligations.
  • Cooperated with internal department to enhance workflow and procedure.
  • Provided support and guidance to junior staff.

General Banking Officer

Hang Seng Bank Limited
12.2016 - 12.2017
  • Established KYC for account opening.
  • Met with clients to generate new business.
  • Handled complaints and enquiries.

Education

Bachelor of Arts - Accounting And Finance

Edinburgh Napier University
10.2016

Skills

  • Native in Cantonese, Mandarin
  • Fluent in English

Accomplishments

2023 - 2024 | MDRT (Million Dollar Round Table)

  • COT

2022 - 2023 | MDRT (Million Dollar Round Table)

  • COT

2018 - 2019 | China Construction Bank (Asia)

  • Ranked 1st - Assistant Relationship Manager
  • Ranked 1st - Relationship Manager Trainee

Certification

  • IIQE 1,2,3,5 - Registration no. ID1941
  • HKSI 1 - Registration no. AH7288

Timeline

Relationship Manager

Chiyu Bank Corporation Limited
10.2021 - Current

Customer Relationship Manager

Hang Seng Bank Limited
09.2020 - 10.2021

Relationship Manager

China Construction Bank (Asia)
01.2018 - 01.2020

General Banking Officer

Hang Seng Bank Limited
12.2016 - 12.2017

Bachelor of Arts - Accounting And Finance

Edinburgh Napier University

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YEE KAN ANGUS YU