Samuel Mak

Samuel Mak Email and Phone Number

Professional in Wealth Management & Financial Planning @ 加拿大皇家銀行
toronto, ontario, canada
Samuel Mak's Location
Greater Vancouver Metropolitan Area, Canada
About Samuel Mak

A professional in financial planning & customer relationship management

Samuel Mak's Current Company Details
加拿大皇家銀行

加拿大皇家銀行

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Professional in Wealth Management & Financial Planning
toronto, ontario, canada
Website:
rbc.com
Employees:
79151
Samuel Mak Work Experience Details
  • 加拿大皇家銀行
    Relationship Manager Planning Specialist
    加拿大皇家銀行 Mar 2024 - Present
    加拿大 卑詩省 Greater Vancouver
  • Hsbc
    Premier Relationship Manager
    Hsbc Mar 2023 - Mar 2024
    Canada
    Managing 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
  • Hsbc
    Trilingual Premier Officer
    Hsbc Sep 2021 - Mar 2023
    Canada
    Providing 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
  • The North Face, A Vf Company
    Sales Specialist
    The North Face, A Vf Company Nov 2020 - Aug 2021
    Vancouver, British Columbia, Canada
    Selling 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.
  • Hsbc
    Relationship Manager
    Hsbc Nov 2013 - Jun 2020
    Hong Kong Sar
    Managing 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
  • Hsbc
    Assistant Relationship Manager
    Hsbc Oct 2012 - Oct 2013
    Hong Kong Sar
    Managing 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
  • Hsbc
    Wealth Management Manager
    Hsbc Nov 2011 - Oct 2012
    Hong Kong Sar
    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
  • Hsbc
    Financial Service Officer
    Hsbc Nov 2009 - Oct 2011
    Hong Kong Sar
    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
  • Hsbc
    General Banking Officer
    Hsbc Oct 2007 - Oct 2009
    Hong Kong Sar
    Providing 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
  • Pccw
    Customer Service Ambassador
    Pccw Sep 2006 - Sep 2007
    Providing 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

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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