Yim Shuk Kwan

Segment Mgr Manager

I am a person with a strong execution ability, innovative ability, and continuous improvement of my professional level.
I am currently accruing work experience to receive my RM designation. Also, I am learning Python in Finance. I believe that my professional and execution ability can make contributions to your company.

Working Experience

Segment Mgr Manager  •  BANK OF CHINA (HONG KONG) LTD

七月 2015 - 七月 2021

I am responsible for a number of banking products and service projects, including product demand development, process designing and management, and handling product due diligence before those product launch.

Customer Service Officer  •  BANK OF CHINA (HONG KONG) LTD

四月 2011 - 九月 2015

I was responsible for the personal accounts and corporate accounts opening, handling customer due diligence. At the same time, I was responsible for the daily account financial processing, such as securities trading.

Business development officer  •  HSBC

七月 2010 - 四月 2011

Promote personal banking products and service to designed customers.

Telemarketer  •  Cigna Insurance Company

十月 2009 - 六月 2010

Promote different insurance plans to customers.

Education


The University of Hong Kong Community College

Business Marketing and Management(Distinction, Graduation GPA: 3.52)

2007 - 2020

The University of Hong Kong Community College

Certificate in Investment Management

2018 - 2019

University College of Dublin

Bachelor degree of Business Studies Marketing(Second upper,Graduation GPA: 3.22 )

2010 - 2012

國家語言文字工作委員會

普通話水平測試證書

2010 

Projects

RBS referral system

Build up the referral system within BOC

理財通(北上)

Online Chat

Online Chat e form and report system

技能

   Effectiveness      Competitor Analysis      Business Strategies      Customer Service      Consumer Banking      Management      Word      Excel      PowerPoint      Communications   

語言

   English — 專業      Chinese — 母語或雙語