Marco Yip Email & Phone Number

Hong Kong

Lead several key aspects of financial management aimed at meeting clients' needs in line with budgetary constraints. Optimize returns and strengthen sustainability in impulsive market by analyzing global investment strategy with respect to multiple invested environments, while using insurance/mutual products.● Modified existing insurance program and investment policy to assess requirements and fulfilled individual client needs to achieve maximum customer satisfaction.● Fostered trust-based relationships with prospects and existing clients to establish a loyal client base.

Hong Kong

Analyzed ongoing market trends and equity by using technical indicators, including correlation, RSI, and Fibonacci retracement to drive calculations and processed a conclusion. Determined causes of loss and profits by reviewing records of trading and developing strategic plans to optimize performance for forthcoming trades. Designed and executed inclusive strategies regarding Reversal and Momentum trading to maximize productivity.● Forecasted risk elements and provided best course of action to Stand-out company in drastic situations.● Ensured compliance by consistently refreshing data in line with stringent timeframe to maximize potential profit and reduced penalties.● Leveraged exceptional skills for proactively managing work-load under high-stress levels, while meeting deadlines to achieve desired targets.● Designed first-to-market strategies by reviewing trading /stocking records to develop trading ideas.

Facilitated regional managers to conclude new/renewal customers regarding documentation, payment settling, and quotation to meet special needs of customers. Served as a key point of contact between underwriter and client to ensure setting terms of insurance policy.● Augmented broker relationship, while assisting with basic underwriting process for client adhering to contract solution turnover for optimum outcomes.● Enhanced revenue growth for regional office by 120% during four quarters of 2014.

Seattle, Wa