Sam Yip Email & Phone Number

Hong Kong Sar

香港特別行政區 香港

1.Execute dealing orders for clients by SATS、OATS、FATS.2.Handing enquiries, provide market updates to clients.3. Monitor orders and margin level, conduct margin call when necessary.4.Promoted new product and service to client. such as silver bond, new commission promotion、promote SP trader、eSunny.

Hong Kong Sar

1． Responsible for warehouse loading, packaging.2． Perform day to day general supporting to operation.3． Coordinate with warehouse and parties to ensure supply smooth.

Kowloon, Hong Kong Sar

1. Executive marketing strategies, planning for property project.2. Develop customer acquisition strategy via online and office channels, and work closely with internal and external parties for launching effective sales campaigns3. Provide professional real estate services to clients given by company.4. Spread online centaline channel on VR,KOL.

Dongguan, Guangdong, China

1. Established Wealth Management Center of Dongguan Securities LiaoBu branch. 2. Studying regulation, training new colleague, serviced existing clients and development new clients.3. Asset under manager of department around 1.9billion yuan RMB, as department manager individual asset under manager about 500mil yuan RMB. The highest personal financial product sales record is nearly 150 mil yuan RMB, and the highest record holder of branch.4. Career as department manager, mainly perform day to day business management and, assisted operation director execute daily standardization work, assisted compliance personnel control nonstandard business and business risk.5. Directed licensed person development clients via online and offline. During as department manager, LiaoBu branch obtained excellent assessment for five years continuously. And my individuals obtained as excellent employee and advanced individuals for several times in Dongguan Securities.

Dongguan, Guangdong, China

1． Place forex、precious metal order by MT4 system.2． Maintained core clients, staff business training, such as technical analysis, fundamentals of economics. 3． Further to department cooperation, business promotion. Such as seminar.

Dongguan, Guangdong, China

1. As senior investment consultant serviced core client and reply clients inquire as soon as possible, maintained asset under management of department. 2. Took part in internal staff training for business and compliance regulation, stabled business development3. Performed planning to develop integrated business, promote business, arranged seminar such as margin, futures, etc.

Dongguan, Guangdong, China

1. As senior investment consultant serviced core client and reply clients inquire as soon as possible, maintained asset under management of department. 2. Took part in internal staff training for business and compliance regulation, stabled business development3. Performed planning to develop integrated business, promote business, arranged seminar such as margin, futures, etc.

Dongguan, Guangdong, China

1. Co-ordinate and liaise with both internal and external parties for implementation of marking project, planning monthly team work, promoted business to clients and assisted sales staff to carry out new client.2. Assist marketing manager in planning and implementing advertising and marketing campaigns for development projects, client seminar, bank’s staff seminar.3. Work to design advertising materials given from company and print materials to license personnel in marketing campaign.