Cecilia Wong
Insurance Specialist at Bank of China (Hong Kong)- Claim this Profile
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Cantonese Native or bilingual proficiency
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English Full professional proficiency
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Mandarin Full professional proficiency
Topline Score
Bio
Credentials
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Diploma in Apps, Web, Cloud Development
UnisoftMar, 2023- Nov, 2024 -
AWS Certified Cloud Practitioner
Amazon Web Services (AWS)Mar, 2022- Nov, 2024
Experience
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Bank of China (Hong Kong)
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Banking
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700 & Above Employee
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Insurance Specialist
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Jun 2022 - Present
- Responsible to achieve individual/branch/area insurance sales business - Provide professional wealth management services and strengthen customer relationship, together with fulfilling customer all-round insurance needs - Responsible for different trainings to branch network to improve insurance selling ability - Responsible to achieve individual/branch/area insurance sales business - Provide professional wealth management services and strengthen customer relationship, together with fulfilling customer all-round insurance needs - Responsible for different trainings to branch network to improve insurance selling ability
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Citi
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United States
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Financial Services
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700 & Above Employee
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Relationship Manager
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Jun 2021 - Dec 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 - 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
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Relationship Manager
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Dec 2018 - May 2021
- Actively listen to customers' requests, confirming full understanding before addressing concerns - Act as a professional financial consultant to customers who can provide suitable advice in their life journey - Actively listen to customers' requests, confirming full understanding before addressing concerns - Act as a professional financial consultant to customers who can provide suitable advice in their life journey
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Standard Chartered Bank
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United Kingdom
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Banking
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700 & Above Employee
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Client Service Manager
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Jan 2018 - Apr 2018
- Supervising the counter transaction, handling the cashier operation - Checking the investment, insurance and day-end counter transaction reports - Supervising the counter transaction, handling the cashier operation - Checking the investment, insurance and day-end counter transaction reports
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DBS Bank
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Singapore
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Banking
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700 & Above Employee
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Treasures Associate
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Oct 2015 - Dec 2017
- Carried out day-to-day duties accurately and efficiently - Created plans and communicated deadlines to complete projects on time - Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting - Carried out day-to-day duties accurately and efficiently - Created plans and communicated deadlines to complete projects on time - Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Premier Relationship Officer
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May 2011 - Oct 2015
- Delivered services to customer locations within specific timeframes - Offered friendly and efficient service to customers, handled challenging situations with ease - Delivered services to customer locations within specific timeframes - Offered friendly and efficient service to customers, handled challenging situations with ease
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Education
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2013 - 2015
Coventry University
Bachelor of Arts - BA, Business Administration -
香港理工大學
Associate's degree, Marketing
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