Siu-Keung Edmond Lee
Brooklyn,NY
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
25
25
years of professional experience
Work History
Licensed Benefits Advisor
VillageCareMAX
New York, NY
11.2023 - 02.2024
- Responded to member questions regarding plan benefits and provisions.
- Developed and maintained client relationships by providing detailed advice on benefit policies, procedures, and regulations.
Licensed Benefits Advisor
Centers Plan for Healthy Living
New York, NY
12.2022 - 09.2023
- Responded to member questions regarding plan benefits and provisions.
- Developed and maintained client relationships by providing detailed advice on benefit policies, procedures, and regulations.
Markerting Representative
MetroplusHealth
New York, NY
02.2022 - 11.2022
- Implemented marketing campaigns and strategies by interacting with consumers.
- Built strong relationships with customers through email outreach and personal interactions.
Senior Banker
Citibank HK
Hong Kong
06.1999 - 12.2017
- Developed and maintained relationships with customers to ensure customer satisfaction.
- Achieved or exceeded personal sales goals on consistent basis.
- Advised customers on investment strategies tailored towards achieving their long-term goals.
Education
Advanced Diploma in Financial Planning - Business And Management
Hong Kong University SPACE
Hong Kong06-2010
High School Diploma -
High School For Humanities
New York, NY06-1987
Skills
- Goal-Oriented
- Strong Interpersonal Skills
- Employee Relations
- Adaptability and Flexibility
- Professionalism
- Excellent Communication
Languages
English
Professional
Chinese (Cantonese)
Professional
Chinese (Mandarin)
Professional
Timeline
Licensed Benefits Advisor
VillageCareMAX
11.2023 - 02.2024
Licensed Benefits Advisor
Centers Plan for Healthy Living
12.2022 - 09.2023
Markerting Representative
MetroplusHealth
02.2022 - 11.2022
Senior Banker
Citibank HK
06.1999 - 12.2017
Advanced Diploma in Financial Planning - Business And Management
Hong Kong University SPACE
High School Diploma -
High School For Humanities
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