Experience

X1 Sales & Lettings

• United Kingdom
• Real Estate
• 1 - 100 Employee

• Tenancy Care Manager

  • Oct 2022 - Present



Yours Link Limited

• Project Operations Specialist

  • Jan 2022 - Oct 2022



The Bank of East Asia, Limited (BEA)

• Hong Kong
• Banking
• 700 & Above Employee

• Project Manager, Productivity & Service Quality Department

  • Sep 2019 - Apr 2021

  • Drove and managed the delivery of process improvement projects with considerations of relevant regulatory/compliance and project governance requirements and reported to the section & department head.• Devised root cause analysis to identify current state situations for recommending improvement opportunities to the project sponsors and stakeholders.• Worked closely and maintained harmonious relationship with stakeholders from frontline, operations, channels and compliance to drive delivery excellence.• Conducted training to related departments to instill continuous improvement mindset. Show less

• Assistant Project Manager, Productivity & Service Quality Department

  • Jan 2017 - Sep 2019

• Senior Project Officer, Productivity & Service Quality Department

  • Jan 2016 - Dec 2016



Standard Chartered Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Persoanl Financial Manager

  • Sep 2015 - Jan 2016

  • Effectively converted service recovery to sales opportunities and sustained client loyalty. • Served as a problem-solver for client, helping them to identify investment criteria, recognize and handled concerns that arise when consultation moves closer to decision. • Built, understood and sustained relationships with the client’s circle of influence. • Continuously tracked market trends and ensure up-to-date knowledge of market offerings for providing advice on client needs. • Effectively converted service recovery to sales opportunities and sustained client loyalty. • Served as a problem-solver for client, helping them to identify investment criteria, recognize and handled concerns that arise when consultation moves closer to decision. • Built, understood and sustained relationships with the client’s circle of influence. • Continuously tracked market trends and ensure up-to-date knowledge of market offerings for providing advice on client needs.



Bank of China (Hong Kong)

• Banking
• 700 & Above Employee

• Financial Planning Manager

  • Feb 2013 - Sep 2015

  • Provided the best services to customers in order to deliver appropriate life insurance products to accomplish the financial needs of customers. • Prepared sales reports for timely business performance management. • Gathered internal feedback for enhancing insurance products’ features. • Provided the best services to customers in order to deliver appropriate life insurance products to accomplish the financial needs of customers. • Prepared sales reports for timely business performance management. • Gathered internal feedback for enhancing insurance products’ features.



Maxus

• Hong Kong

• Media Executive

  • Sep 2012 - Nov 2012