Samuel Mak Email and Phone Number
A professional in financial planning & customer relationship management
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Relationship Manager Planning Specialist加拿大皇家銀行 Mar 2024 - Present加拿大 卑詩省 Greater Vancouver -
Premier Relationship ManagerHsbc Mar 2023 - Mar 2024CanadaManaging the portfolio for the high net worth clientsProviding wealth management and financial planning solution to customers to fulfill their financial needs.Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiencesStrictly following the guidelines from the bank and comply with governing regulations and procedures.Proactively contact my clients to provide the best customer experience in order to develop a long term relationship with my company -
Trilingual Premier OfficerHsbc Sep 2021 - Mar 2023CanadaProviding excellent customer service to the Premier ClientFollow up mortgages applications for the clientsSupport Relationship Managers for customer service and financial meetingsPerform all Relationship Manager related works when Relationship Managers are on leave or away from officeExcellent team work with teammates and different departmentsPerforming administration works , reports and paper works to support the relationship managerExcellent in all kind of clerical taskHaving a great knowledge in various banking products and make appropriate referral to the relationship manager according to the customer needs -
Sales SpecialistThe North Face, A Vf Company Nov 2020 - Aug 2021Vancouver, British Columbia, CanadaSelling all kind of outdoor sport wear products.Help organizing and managing the warehouse of the store and ensure that it is easy to access and safe for staff.One of the top sales staff in the store.Ongoing sharing the sales and customer facing techniques to my teammatesDevelop a good relationship with customer for better business and customer experience. -
Relationship ManagerHsbc Nov 2013 - Jun 2020Hong Kong SarManaging the portfolio for the high net worth clients(customer whose asset is above 1million USD)Providing financial planning solution to customers to fulfill their insurance or investment needs.Providing excellent customer service to my clients.Strictly following the guidelines from the bank and the regulatory organization.Proactively contact my clients to provide the best customer experience in order to develop a long term relationship with my company -
Assistant Relationship ManagerHsbc Oct 2012 - Oct 2013Hong Kong SarManaging the portfolio for the high net worth clients(customer whose asset is above 500K USD)Providing financial planning solution to customers to fulfill their insurance or investment needs.Providing excellent customer service to my clients.Strictly following the guidelines from the bank and the regulatory organization.Proactively contact my clients to provide the best customer experience in order to develop a long term relationship with my company -
Wealth Management ManagerHsbc Nov 2011 - Oct 2012Hong Kong SarProviding financial planning solution to customers to fulfill their insurance or investment needs.Providing excellent customer service to my clients.Strictly following the guidelines from the bank and the regulatory organization.Proactively contact my clients to provide the best customer experience in order to develop a long term relationship with my company -
Financial Service OfficerHsbc Nov 2009 - Oct 2011Hong Kong SarProviding financial planning solution to customers to fulfill their insurance or investment needs.Providing excellent customer service to my clients.Strictly following the guidelines from the bank and the regulatory organization.Proactively contact my clients to provide the best customer experience in order to develop a long term relationship with my company -
General Banking OfficerHsbc Oct 2007 - Oct 2009Hong Kong SarProviding excellent customer services to customer.Providing a wide range of banking products such as account opening, credit card application, personal loans, mortgage and also home insurance or car insurance to fulfill customer needs.Providing excellent customer service to my clients.Strictly following the guidelines from the bank and the regulatory organization.Proactively contact my clients to provide the best customer experience in order to develop a long term relationship with my company -
Customer Service AmbassadorPccw Sep 2006 - Sep 2007Providing the best customer service experience to customers in call centre.Handling complaints and reply customer by phone or email within a standard lead time.Cross selling suitable calling or data usage plan for customers.
Samuel Mak Education Details
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Physics
Frequently Asked Questions about Samuel Mak
What company does Samuel Mak work for?
Samuel Mak works for 加拿大皇家銀行
What is Samuel Mak's role at the current company?
Samuel Mak's current role is Professional in Wealth Management & Financial Planning.
What schools did Samuel Mak attend?
Samuel Mak attended Hong Kong Baptist University.
Who are Samuel Mak's colleagues?
Samuel Mak's colleagues are Huxia Shi, Alvaro Haces, Maggie Messing, Abhishek Mote, Chantelle Xiang, Pfp®, Sandra Murphy, Eli Yu.
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