Yong ZiHui
OCBC Premier / Bancassurance Specialist AVP
Yong ZiHui
OCBC Premier / Bancassurance Specialist AVP
Singapore
プロフィール
つながり
Yong ZiHui
OCBC Premier / Bancassurance Specialist AVP
Enpowering Sales Teams with Process, Innovation and Training
Highly motivated and driven professional well-versed with 8 years of experience in personal relations and sales industry.
未来
この先やってみたいこと
未来
Comfortable working in a team-oriented environment. Efficient and effective in engaging clientele from multi-functional groups of different age groups. Thoughtful and sincere in dealing with clients relationship with professionalism and ethics.
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現在
OCBC Premier
Bancassurance Specialist AVP現在
2018年7月 -
- Strengthen long-term relationships by providing excellent customer service. - Manage the branch sales portfolio, promotions and campaigns - Work closely on branch sales and service teams to provide innovative product solutions
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2018年6月
DBS Treasures
Bancassurance Specialist
2016年1月 - 2018年6月
- Engage in elite and affluent client base - Foster good relations with relationship managers and their clients - Closed and Manage portfolio involving universal life and other high net-worth products.
Emerging Star 2016 (Taipei)
Overall Top in Treasures Team 2 in UL Inception 2016
Overall Top in Treasures Team 2 in UL Inception 2017
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2015年12月
Manulife
Financial Services Consultant
2013年4月 - 2015年12月
• Engaged in client relationship and management • Consistently involved in roadshow marketing • Clinch deals involving insurance products such as investment-linked and endowment plans.
Silver Club 2014 (Tokyo)
RMIT University
Bachelor's Degree in Business Management
2013年7月
New Star Club Hong Kong 2011
Qualified for Advance Club 2011 (Seoul)
Won as part of HSBC Insurance (Singapore) Top Unit 2012
Featured in HSBC Insurance (Singapore) Top District 2012
Advance Club 2012 (Beijing)
New Star Club - Bangkok 2013
Featured in Manulife (Singapore) Top Unit 2013
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2013年3月
HSBC
Senior Financial Planner
2011年4月 - 2013年3月
• Attended company roadshows such as IT shows and Baby’s Fairs • Managed, Market and Sell a portfolio of insurance products ranging from endowment, accident & health and investment-linked plans.
Singapore Polytechnic
Diploma in Chemical Process Technology
2005年6月
スキルと特徴
Financial Services
Investments
Insurance
Portfolio management
wealth management
Awards and Certifications
New Star Club Hong Kong 2011
Qualified for Advance Club 2011 (Seoul)
Won as part of HSBC Insurance (Singapore) Top Unit 2012
Featured in HSBC Insurance (Singapore) Top District 2012
Advance Club 2012 (Beijing)
さらに表示
言語
英語 - ビジネス会話, 北京語 - ビジネス会話