Sarah Yang Email & Phone Number

Hong Kong Sar

Hong Kong Sar

• Business Development – Stayed abreast of the latest products, took initiative to introduce them to Korean B2B clients to increase sales, and conducted product training to collect feedback from clients and to enhance their product knowledge• Client Engagement – Proactively engaged with clients and HK insurers to learn both Korea and HK insurance markets and to seek business opportunities • Operations Management – Monitored the entire application process, resolved complicated issues, and provided suggestions for enhancing operational efficiency

Hong Kong

• Pre- & Post-Sales Support – Handled queries on products, operations, policy servicing promptly, produced sales illustrations, and ensured a smooth process from processing of new business applications to policy issuance• Business support – Translated sales & marketing materials, monthly market insights and kept clients informed of promotion, new products, any changes/updates regarding documentation, product features

Cecil Branch (Main), Singapore

• Financial Advisory Services – Provide comprehensive advisory, recommend suitable products to retail banking customers to meet their financial needs/objectives, and present investment proposals to clients • Financial Products Knowledge – Acquired knowledge on Deposits, Secured/Unsecured Loans, FX, Unit trust, Private Equity fund, and Insurance• Relationship Management – Develop and strengthen long-term relationships with clients by providing excellent service, and establish a consistent referral business by building a strong rapport with both existing clients and external entities• Portfolio Management – Actively manage a portfolio of existing clients by using a comprehensive range of products offered by the bank and provide holistic solutions

Seoul, Korea

• Trade Support and Reconciliation – Operate key procedures in the life cycle of a trade, from deal capture to final settlement, to identifying and resolving breaks and discrepancies • Risk Management – Document controls and procedures regularly, review key reconciliations, escalate issues in a timely manner, and devise mitigation plans• Frontline Support – Handle enquiries related to products and system, and provide administrative support within designated timeline to deliver quality service to clients • New Business Set-up – Key member of Funds of Funds (FOF) business, liaising with 8+ fund houses in Asia, US, and Europe, uploading funds’ information into the system, and achieving 95 % settlement rate • Projects and Systems Testing – Participate in projects and initiatives, and use systems to efficiently mitigate risk

Seoul, Korea

Provided full administrative support to management of B2B marketing and Administration• Conducted research on testing products and markets; timely preparation of statistical/issue/Industry reports; translated and edit for Public Relations; arranged for meetings and travel arrangements• Assisted in organising marketing events and preparation of marketing materials; communicated well with potential attendees and led to 120+ which have more than doubled in the last five years • Kept inventory of all office supplies and placed orders for replenishment; updated administrative procedures