Chris Yip is a RBC Financial Planning Associate at RBC.
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Financial Planning AssociateRbc Mar 2024 - Present -
Premier OfficerHsbc Jan 2023 - Mar 2024Toronto, Ontario, Canada●Maintain a basic understanding and technical knowledge of relevant products and services● Communicate effectively and work well with other teams within the Branch, Call Center, HSBC Operations, Services and Technology, and other relevant partners that impact the client’s experience of HSBC●Efficiently manage time in order to support multiple Relationship Managers concurrentlyAlign with local regulations in all aspects of strategy, sales processes, client correspondence, financial… Show more ●Maintain a basic understanding and technical knowledge of relevant products and services● Communicate effectively and work well with other teams within the Branch, Call Center, HSBC Operations, Services and Technology, and other relevant partners that impact the client’s experience of HSBC●Efficiently manage time in order to support multiple Relationship Managers concurrentlyAlign with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and complaint handling●Achieve operational standards for the business and work within agreed procedures and guidelines, displaying high levels of integrity at all times. Show less -
Personal BankerHsbc Jun 2022 - Jan 2023Toronto, Ontario, Canada●Effectively question and listen to customers, so as to fully understand both new & existing customers’ financial circumstances and needs.● Proactively drive referrals to Branch Specialist, Premier and Wealth colleagues, to ensure that the customer is provided with the best advice.● Help customers to understand how they can flexibly use company’s services through Internet Banking, phone Banking & self-service points. ● Be Proactive in building & creating a customer base through the… Show more ●Effectively question and listen to customers, so as to fully understand both new & existing customers’ financial circumstances and needs.● Proactively drive referrals to Branch Specialist, Premier and Wealth colleagues, to ensure that the customer is provided with the best advice.● Help customers to understand how they can flexibly use company’s services through Internet Banking, phone Banking & self-service points. ● Be Proactive in building & creating a customer base through the use of Customer Contact Lists, referrals & walk-ins. ● Understand company’s products and services, articulating these to customers in an engaging and confident manner Show less -
TutorMastery Education Group Limited Oct 2020 - Feb 2022Hong Kong Sar● Prepared lesson plans and educated students at different levels.● Maintained good order and discipline among students and safeguarded their health and safety. ● Managed and mentored a group of 20 primary students aged between 5 and 12 years old in tutoring class.● Developed a strategy to teach and manage students who have lower academic achievements in schools. -
Immigration AssistantHksar Government Jun 2020 - Oct 2020Hong Kong Sar● Processed applications for Certificate of Entitlement to the Right of Abode in the HKSAR. -
InternHong Kong Football Association May 2019 - Oct 2019Hong Kong Sar● Received the national football team who came to Hong Kong for training. ● Prepared a variety of events to promote football to children.
Frequently Asked Questions about Chris Yip
What company does Chris Yip work for?
Chris Yip works for Rbc
What is Chris Yip's role at the current company?
Chris Yip's current role is RBC Financial Planning Associate.
Who are Chris Yip's colleagues?
Chris Yip's colleagues are Stacey Chen, Jaspreet Kaur, Dhwani Modi, Harry Sundaramohan, Shruti Sinha, Sophie Aritzaki, Christina Vongas.
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