Chui Ying, Suki Kam
Senior Investment Consultant
Tsuen Wan,Hong Kong
Summary
Driven and analytical individual with natural aptitude for financial markets and investment strategies. Possesses deep understanding of market trends and economic principles, coupled with proficiency in financial modeling and data analysis. Committed to leveraging skills to provide impactful investment guidance and achieve client financial goals.
Overview
19
19
years of professional experience
14
14
years of post-secondary education
3
3
Languages
Work History
Senior Investment Consultant
OCBC Bank Hong Kong
09.2021 - Current
- Provided comprehensive market insights to clients, enabling them to make informed investment choices amid market fluctuations.
- Collaborated with senior management on strategic initiatives aimed at driving organizational growth within the competitive financial landscape
- Tailor-made different advanced investment training programs for sales to refine expertise in finance and investments.
- Played a pivotal role in driving business growth by actively participating in networking events, conferences, seminars, and other industry-related activities.
- Managed a diverse range of client accounts by supporting Central Branch & residential area branches including high-net-worth individuals, families, and businesses.
First Vice President & Portfolio Advisor
China Construction Bank (Asia) Corp Ltd
03.2013 - 09.2021
- Provide professional suggestions and product to customer selection according to customers' needs
- Explore potential customers and seek new opportunities, deliver marketing trends information while communicating with customers, and provide comprehensive investment advice & product choices to the customers
- Oversee and direct research on financial products, including securities, FX Investment services, mutual fund
- Work closely with product team, research team, compliance team & different fund houses, to provide the timely market information, appropriate investment strategies & product information to the sales staff & clients
- Liaise with District Manager, Branch Managers to prepare the business planning & strategies for the sales and marketing staff to achieve the assigned business objectives
- Strategize and propose a tailored action plan for various target groups, mainly for Branches in HK Island & Kowloon
Treasury Services Specialist
Standard Chartered Bank (HongKong) Ltd
03.2010 - 04.2013
- Work closely with Relationship Management team and Wealth Management team to provide the investment specialist service in business planning for the corporate clients
- Provide the timely market update and product updated to the sales staff and customers
- Provide the technical and skill coaching to the sales staff
Assistant Marketing Officer
Bank of East Asia Ltd
02.2008 - 02.2010
- Promote banking products such as Unit Trust, Insurance, Mortgage, Bonds, FX and Deposits
- Develop new customers and follow up accounts
- Establish and strengthen client relationship
- Ensure the achievement of sales through regular sales efforts
- Provide quality and efficient customer services to customer
- Manage sales targets including unit trust, mortgage, FX & insurance
Financial Planning Manager
The Hong Kong and Shanghai Banking Corporation Limited
08.2007 - 12.2007
- Promote banking products such as Unit Trust, Insurance, Mortgage, Bonds, FX and Deposits
- Develop new customers and follow up accounts
- Establish and strengthen client relationship
- Ensure the achievement of sales through regular sales efforts
- Provide quality and efficient customer services to customer
- Manage sales targets including unit trust, mortgage, FX & insurance
Customer Service Ambassador
Standard Chartered Bank (Hong Kong) Ltd
07.2006 - 07.2007
- Cooperate with colleague to provide extensive range of banking, investment and insurance products for optimizing new business opportunities
- Handle customer inquiries on about product and banking knowledge
- Perform counter transactions/ Operation support on daily transactions
- Deliver efficient quality customer services and ensure customer satisfaction
- Cross sell and made referral on banking products
Education
Master Degree of Business Administration - Business Administration
City University of Hong Kong
09.2010 - 06.2012
Bachelor's Degree of Business Administration - Business Management
City University of Hong Kong
09.2006 - 06.2010
Associate Degree of Business Administration - Economics & Finance
HKU Space Community College
09.2004 - 06.2006
F.1-F.7 -
Tsuen Wan Public Ho Chuen Yiu Memorial College
09.1997 - 06.2004
Skills
Investment strategy
Portfolio management
Wealth management
Asset allocation
Investment performance analysis
Summaryofqualifications
2007, The Licensing Examination for Securities and Futures Intermediaries, Paper 1 Fundamentals of Securities and Futures Regulation, Paper 7 Financial Markets, Paper 8 Securities
Character
- Friendly
- Cheerful
- Self-motivated
- Independent
- Responsibility
Personal Information
- Place of Birth: Hong Kong
- Expected Salary: $90,000
- Marital Status: Married
The Highest Investment Achievement Cluster in Q4 2024
Top Investment Consultant in Q4 2024 and achieved more than 150% of Quarterly Target.
Timeline
Senior Investment Consultant
OCBC Bank Hong Kong
09.2021 - Current
First Vice President & Portfolio Advisor
China Construction Bank (Asia) Corp Ltd
03.2013 - 09.2021
Master Degree of Business Administration - Business Administration
City University of Hong Kong
09.2010 - 06.2012
Treasury Services Specialist
Standard Chartered Bank (HongKong) Ltd
03.2010 - 04.2013
Assistant Marketing Officer
Bank of East Asia Ltd
02.2008 - 02.2010
Financial Planning Manager
The Hong Kong and Shanghai Banking Corporation Limited
08.2007 - 12.2007
Bachelor's Degree of Business Administration - Business Management
City University of Hong Kong
09.2006 - 06.2010
Customer Service Ambassador
Standard Chartered Bank (Hong Kong) Ltd
07.2006 - 07.2007
Associate Degree of Business Administration - Economics & Finance
HKU Space Community College
09.2004 - 06.2006
F.1-F.7 -
Tsuen Wan Public Ho Chuen Yiu Memorial College
09.1997 - 06.2004
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