Chun Kit Benson Poon
Willingham,Cambridgeshire
Summary
Sales Executive with 20 years of experience in building client relationships and driving sales growth. Expertise in identifying key decision makers to initiate successful sales processes. Collaborative approach with management to enhance sales strategies and improve outcomes. Committed to delivering high-quality service and achieving consistent results.
Overview
11
11
years of professional experience
1
1
Certification
Work history
Executive director
CSOP Asset Management Limited
Hong Kong
2011.05 - 2013.02
- Orchestrated global expansions for diversified revenue streams.
- Negotiated high-value contracts for maximised profitability.
- Generated significant revenue through launching of new product lines.
Achieved RMB 1 billion in mutual fund raising in 2 months, demonstrating market demand.
Secured RMB 20 billion in ETF fund raising within 3 months, reflecting strong institutional investor confidence. - Worked on investor relations activities to maintain stable funding sources.
- Established strong rapport with stakeholders to enhance business credibility.
- Maintained agile, responsible organisation with sustained revenue growth by monitoring industry forecasts, honing budgets and adjusting marketing strategies.
- Served as official representative of organisation to public groups or government agencies.
- Maintained organisational compliance with applicable legislation and regulations.
- Delivered comprehensive due diligence reports and RFP writing.
- Design comprehensive sales and marketing kits using market research and client insights for effective prospecting.
Head of Sales & Marketing
ESC Financial Services Pte. Ltd.
Singapore, Singapore
2005.06 - 2009.07
- Developed comprehensive marketing strategies that enhanced brand visibility across multiple channels.
- Travelled extensively for client meetings, enriching relationship building efforts.
- Orchestrated successful 2 new funds launches to boost brand awareness, totalling USD40 million.
- Coordinated promotional events that effectively showcased products and fostered customer loyalty.
- Established new business relationships, resulting in increased market share.
- Handled crisis situations calmly; ensured smooth operations during turbulent times.
Managing director
Superfund Financial (Asia) Limited
Singapore, Hong Kong, Tokyo, Asia
2003.03 - 2005.04
- Develop and present comprehensive due diligence reports and presentation kits quarterly for existing clients and potential prospects.
- Managed crisis situations with strategic planning.
- Negotiated profitable contracts, increasing company revenue.
- Built harmonious work environment with strong leadership skills.
- Maintained organisational compliance with applicable legislation and regulations.
- Served as official representative of organisation to public groups or government agencies.
- Established and managed offices in Japan and Singapore while actively promoting CTA funds to institutional investors such as private banks, family offices, fund of funds, sovereign funds, fund of funds across Greater China, Japan, and Southeast Asia.
- Achieved net AUM growth of USD 385 million, surpassing company target by 300% with contributions evenly split between Japan and Greater China.
- Achieved net AUM growth of USD 425 million, surpassing company target by 185%, with 55% generated from Japan and 45% from Greater China region.
Client Manager
Global Asset Management (H.K.) Ltd.
Hong Kong
2001.09 - 2002.09
- Executed strategic initiatives to enhance client retention and foster partnerships.
- Guided clients on tailored products, surpassing target sales by 125% in the first year.
- Facilitated client relationship initiatives at UBS Private Banking to optimise communication processes.
- Delivered training sessions for staff to reinforce best practices in client management.
- Supported cross-functional teams in executing client projects within set objectives and timelines.
- Coordinated extensive travel for in-person client engagements to strengthen relationships.
- Created customised solutions to meet diverse client needs, boosting satisfaction levels.
Education
Bachelor of Business Administration - Banking and Finance
Monash University
Melbourne, Australia 02/1992 - 12/1994
Skills
- Target-driven Sales Executive adept at increasing revenue, increasing client base and maximising company market share
- Talented at identifying sales opportunities and presenting key features of products to clients
- Excellent written and verbal communication
- Advanced negotiation and persuasion skills
- Superior deal closing skill
- Ample knowledge of buy side habitat and decision making process
Certification
Hong Kong Securities and Future Commission License
- 2001, Investment Representative License Type 4
- 2001, Dealer's Representative License Type 1
- 2009, Asset Management Representative License Type 9
Monetary Authority of Singapore – Financial Advisory License
- 2004, Singapore College of Insurance Examination Module 5 Passed
- 2004, Singapore College of Insurance Examination Module 8 Passed - Responsible Officer Qualifications
Languages
English
Advanced
Chinese (Cantonese)
Native
Chinese (Mandarin)
Advanced
Affiliations
- Fishing, Travelling, Cycling, Airsoft War Games, Model Making