Will Leung Email & Phone Number

Hong Kong Sar

-Manage US$200m client assets from Hign-Net-Worth Individuals, family businesses, and corporations.- Provide Advisory Services with integrated investment strategies covering equities, equity options, future, future options, bonds, FX and commodities.- Maintained solid relationships with 200 core clients in providing daily market updates and portfolio management.- Execute up to 300 clients' orders per day on team basis and generate team revenue- Successfully expanded the client… Show more -Manage US$200m client assets from Hign-Net-Worth Individuals, family businesses, and corporations.- Provide Advisory Services with integrated investment strategies covering equities, equity options, future, future options, bonds, FX and commodities.- Maintained solid relationships with 200 core clients in providing daily market updates and portfolio management.- Execute up to 300 clients' orders per day on team basis and generate team revenue- Successfully expanded the client base by acquiring more than USD20m client assets per year from new clients and existing clients- Reactivating the dormant and inactive accounts with achieving 50% of the active account growth rate.- Obtain account documents checking and adapt KYC and anti-money laundering compliance checking for account opening for HNW individual and corporation accounts.- Participate in online trading platform system enhancement project and provide advisory to improve customer experiences- Monitor clients’ account positions & transactions with regard to credit risk & KYC requirements Show less

Hong Kong Sar

Analyzing research reports and market trends for investment recommendations − executing multiple products including Unit Trust, Certificate of Deposits, bonds, FX and structured products.Providing advisory services to clients regarding Fund Trading, Market investment analysis and portfolio managementCoordinating with Investment Product Experts and Insurance Specialists to deliver all-round and healthy portfolio to customers.Providing excellent customer service for various… Show more Analyzing research reports and market trends for investment recommendations − executing multiple products including Unit Trust, Certificate of Deposits, bonds, FX and structured products.Providing advisory services to clients regarding Fund Trading, Market investment analysis and portfolio managementCoordinating with Investment Product Experts and Insurance Specialists to deliver all-round and healthy portfolio to customers.Providing excellent customer service for various administrative / ad hoc requests ensuring prompt query resolution and satisfactory service at all times Establishing healthy business relations with clients and external associates for securing repeat business and long-term customer loyaltyMaintaining a good relationship with customers through great social skills and working on engaging with new customers. Show less

Hong Kong Sar

Analyzing and Evaluating the affordability and suitability of the HNW customer on mortgage services and providing excellent services on mortgage application services.Advising customers on the inquiries of the General Insurances and providing suitable solutions to fulfill customers’ needs on general insurances.Intra-group referrals are offered to HNW customers including the international banking team and the Commercial lending team in providing all-rounded and multiple financial… Show more Analyzing and Evaluating the affordability and suitability of the HNW customer on mortgage services and providing excellent services on mortgage application services.Advising customers on the inquiries of the General Insurances and providing suitable solutions to fulfill customers’ needs on general insurances.Intra-group referrals are offered to HNW customers including the international banking team and the Commercial lending team in providing all-rounded and multiple financial solutions to customers around to world.Providing excellent customer service for various administrative / ad hoc requests ensuring prompt query resolution and satisfactory service at all times Show less

Hong Kong Sar

Assisting Relationship Manager to provide excellent customer service for various banking administrative and investment service inquiries.Proactively deliver updated marketing promotion offers and retail banking services to HNW customers and invite them for Financial Planning Review.Support PRMs to manage client contact and service, including direct customer contact, facilitating a smooth handover where appropriate, and managing key event reminders to maintain active client… Show more Assisting Relationship Manager to provide excellent customer service for various banking administrative and investment service inquiries.Proactively deliver updated marketing promotion offers and retail banking services to HNW customers and invite them for Financial Planning Review.Support PRMs to manage client contact and service, including direct customer contact, facilitating a smooth handover where appropriate, and managing key event reminders to maintain active client contactBuild and retain a strong knowledge of the PRM/PCM's portfolio of clients with the support of analytical toolsSuggest ideas and contribute to implementing actions that will improve customer service, quality or the way teams and individuals work togetherProvide basic credit/lending solutions to customers in line with franchise and compliant with credit policy Show less

Hong Kong Sar

- Providing Retail banking solutions including mortgage services, account acquisitions, credit cards, and general insurance to customers.- Providing excellent customer services on general banking administrative requests and ensuring a prompt and satisfactory resolution is made.- Discovering customers’ needs in financial planning and making meaningful appointments with customers- Monitoring customer transactions and account activities and applying anti-money laundering and… Show more - Providing Retail banking solutions including mortgage services, account acquisitions, credit cards, and general insurance to customers.- Providing excellent customer services on general banking administrative requests and ensuring a prompt and satisfactory resolution is made.- Discovering customers’ needs in financial planning and making meaningful appointments with customers- Monitoring customer transactions and account activities and applying anti-money laundering and anti-terrorist financing compliance controls in accordance with HSBC or regulatory standards and policies Show less

Hong Kong Sar

Responsible for assisting Customer Service Manager in HSBC Branch level to provide operational management support and counter service support to Branch level. Meet the financial services needs of customers by identifying opportunities and referring them to appropriate bank colleagues. Provide project management support to the division level for improving the service standard and increasing customer satisfaction.Prepare training materials for retail branch colleagues in anti-money… Show more Responsible for assisting Customer Service Manager in HSBC Branch level to provide operational management support and counter service support to Branch level. Meet the financial services needs of customers by identifying opportunities and referring them to appropriate bank colleagues. Provide project management support to the division level for improving the service standard and increasing customer satisfaction.Prepare training materials for retail branch colleagues in anti-money laundering and anti-terrorist financing compliance controls. Show less

Bachelor Of Science In Computing, Double Degree In Computing And Management

Bachelor Of Business Administration -Bba, Double Degree In Computing And Management