Chin Ho, Chris Leung

• Handled requests with friendly, knowledgeable service and support, continually achieving positive customer feedback.
• Offered detailed advice on product and service benefits.
• Transferred customer calls to respective department or personnel to address specific issues.

• Provide financial planning services to high-net-worth customers
• Provide personalised service for this segment of customers to build and maintain good relationships
• Promote investment, insurance and banking products for optimizing new business opportunities

• Provide financial planning services to high-net-worth customers
• Provide personalised service for this segment of customers to build and maintain good relationships

• Drove business growth by cross-selling products, leading to better profit margins.
• Analyses customers' personal financial situation and identifies their needs in financial services; and recommends life insurance products to best suit their needs
• Responsible for Branch insurance business tracking, which

includes business performance tracking, portfolio analysis

• Handle customer inquires, perform banking transactions and

resolve customer dispute or complaint cases with care and in

compliance with all internal and regulatory requirements

• Provide professional phone banking services to premier customers, working to acquire, retain and develop relationships through our phone channel

• Providing comprehensive financial tailored to individual and

corporate clients

• Actively building a client portfolio through networking

and client relationship management

• Establish and maintain good relationships with clients to

encourage sales referrals

• Configured routers, switches and firewalls to deploy and support LAN, WAN and wireless networks.
• Secured network systems by establishing and enforcing access control policies.
• Monitored industry and technical developments to implement best practices and technologies.