Jacky Or Email & Phone Number

Hong Kong SAR

Designed and maintained MIS report for performance management and reporting for board meeting to management level- Accomplished professional KYC of assisting SME clients in successfully opening various types of bank accounts and providing exceptional banking customer service for cross-selling and maintaining quality relationship- Assisted frontline to.

Hong Kong SAR

- Executed business acquisition and oversee the end-to-end sales cycle of Retirement-related Loan Products while adhering to established policies and procedures- Engaged in live and virtual extensive public speaking presentations at various conferences and events including government and related organisations, private company and community centre- Reviewed.

Hong Kong

- Provided professional insurance and banking services to more than 150 individuals constructing personalized financial plans including life and general insurance MPF mortgage financing group medical etc- Developed client network through client referral telemarketing and booth by bringing excellent insurance claims service banking service and tailored.

Hong Kong

- Delivered professional inbound service for mobile phone damage insurance customers on general enquiry claims and complaints- Maintained MIS report on a regular basis with diligence ensured data quality and up-to-date- Participated in formalizing User Interface for the website created better customer experience

Hong Kong

- Conducted AML/KYC assessment, assisting in daily AML monitoring and perform annual KYC review of the existing clients- Safeguarded the quality and accuracy of data, particularly during the onboarding process for CDD, demonstrating a meticulous and cautious approach.- Completed UAT for foreign exchange rate program facilitated the launch system.