Ray Tsui, Mba Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

● Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs● Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice● Leverage technology to deliver on client experience and drive sales and retention● Proactively take ownership of resolving and preventing client’s banking problems● Implement contact and relationship building strategies, and support new client acquisition in local community

Hong Kong Sar

● Developed high-net-worth client base and establish long term relationships with assigned Private Wealth client portfolio● Managed the total wealth of clients by matching with financial and investment product solutions to their financial needs such as mutual funds, bonds, derivatives, structured investment, etc.● Promoted our Private Wealth services to potential clients● Explored clients' needs and make referrals to other business units where appropriate● Maximized clients’ assets and revenues under Maybank management● Successfully established around USD 250 million client assets under management● Successfully got discretionary bonus and salary increment in Year 2022

Hong Kong Sar

● Managed the District with implementation of sales strategies in order to achieve the insurance business target● Monitored the branch sales staff in provision of professional wealth management services, strengthened customer relationship and provided support on insurance business● Assisted in enhancing insurance business productivity of the District by sharing experience and cooperated with branch sales staff● Provided sales management guidance and supervision to a team of Insurance Specialists in conducting their roles insurance selling● Successfully got “Top District Insurance Specialist” award in Year 2020● Successfully achieved the Million Dollar Round Table (MDRT) in Year 2020 & 2021

Hong Kong Sar

● Achieved the insurance sales targets by collaboration with the Private Bankers at high-net-worth Citigold Private Client Segment● Drove tactical programs to develop a robust insurance culture on need based financial planning to affluent segments● Ensured sales staff were capable to cross-sell various types of insurance products and able to deliver innovative products to our customers● Successfully got the "Best Insurance Specialist Award" in Year 2019● Successfully achieved the Million Dollar Round Table (MDRT) in Year 2017 & 2019● Successfully promoted to District Insurance Specialist to supervise and lead a sales team in December 2019

Hong Kong Sar

● Collaborated with Citigold Relationship Managers in branches to provide professional insurance solution to bank customers● Drove cross-selling activities based on customer needs to optimize sales opportunities and sustain relationship with customers● Executed sales strategies and business plans to maximize Bancassurance business● Conducted sales coaching, monitored sales performance and motivated bank sales staff to attain business targets● Successfully promoted to Executive Insurance Speicalist in Year 2017

Hong Kong Sar

● Collaborated with branch staff to provide professional insurance planning services to customers● Analyzed customer's personal financial situation and recommend life insurance products● Worked closely with branch manager and line manager to optimize the sales result● Provided quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base● Successfully achieved Million Dollar Round Table (MDRT) in Year 2013 to 2015

Hong Kong Sar

● Promoted full-range of banking and wealth management products and services in branch● Prospected new businesses and maintained long-term relationship with customers

Master Of Business Administration, Mba, Graduated With Credit

Bachelor Of Business Administration, Business Management