Iris Ng Email & Phone Number

Richmond Hill, ON, CA

Toronto, Ontario, Canada

1. Client - Service & Administration- Support Investment Advisors with book of business maintenance and development.2. Business Operations - Product & Process Knowledge- Maintain up to date client files and the processing of account documentation/instructions.

Markham, Ontario, Canada

1. Trade Execution: Executed buy and sell orders across a diverse range of investments, including stocks, bonds, GICs, mutual funds, foreign currencies, and ETFs, on exchanges such as TSX, TSX-V, NASDAQ, NYSE, OTC and International markets.2. Customer Relationship Management: Cultivated customer relationships through cross-selling and up-selling.

Toronto, Ontario, Canada

Hong Kong

1. Programme development - Oversee major programmes, by conducting market research to address the changing requirements of the retail industry.2. Event management - Plan and execute conferences, workshops, webinars, and seminars for practitioners’ professional development3. Expansion of Membership - Lead efforts to increase membership and involve new.

Hong Kong

1. Marketing and Promotion - Plan and execute marketing strategies, manage programmes, and oversee marketing collateral for buyers' recruitment in the Asia-Pacific Region.2. Networking and Research - Develop networks with local and overseas organizations and conduct market research.3. Online Promotion - Administer CRM, website, and promotional materials.

Hong Kong

1. Marketing and Branding - Develop marketing strategies and manage websites, newsletters, and promotional materials.2. Sales and Trade Shows - Supervise and coordinate sales activities, e.g. trade shows to showcase products and services, attracting new customers and increasing market penetration.3. Customer Service and Operations - Take charge of customer.

Bachelor’S Degree, Marketing

Certificate, Marketing Analytics

Completed the course Marketing Analytic on 09/25/2020.

Education record