Thomas Wing Kai Fok

• Preparing detailed client reports and recommendations across pensions, investments, and protection.
• Conducting research and analysis to ensure solutions align with clients’ financial goals.
• Ensuring all advice complies with regulatory standards and maintaining accurate records.
• Building strong relationships with clients and product providers, ensuring a seamless experience.

• Handled administrative tasks, ensuring smooth office operations.
• Trained junior staff members to uphold company standards and best practices.

• Offer detailed advice on product and service benefits.
• Handle requests with friendly, knowledgeable service and support, continually achieving positive customer feedback.
• Offer prompt solutions to maintain customer satisfaction.

• Various sales management roles in Bank of China (Hong Kong) with latest position as branch manager
• Lead team of Financial Planning Managers (FPM) in exploring business opportunities on various insurance products, monitor daily activities of FPM and ensure regulations / policy compliance is always maintained throughout the entire sales process

• Develop and implement tailored financial plans for clients, taking into account their personal circumstances and future aspirations
• Recommend and advise on appropriate financial products, such as investments, pensions, and insurance, to meet clients' financial goals
• Build and maintain strong relationships with clients, providing ongoing review and advice to ensure their financial plans remain on track