Yannes, Miu Yan Lo Email & Phone Number

Toronto, Ontario, Canada

• Manage inbound requests and inquiries related to our products and general information in a timely manner from the clients while providing exceptional client experience
• Proactively offer solutions and provide feedback for improvement opportunities of processes and products
• Build and maintain solid working relationships with the sales team, customers and the product managers by having interest in the organization’s goals, challenges, day-to-day sales activities and other related concerns.
• Provide ongoing professional support to both the internal and external sales team by scheduling new client appointments, following up with clients on missing documentation and information and interacting with clients.

Hong Kong SAR

• Managed regulatory and reformation projects by coordinating with internal business units (Frontline, IT, Legal & Compliance, etc.) and involving the end-to-end flow from product review, ongoing due diligence, and.
• Generated new ideas on mobile banking and sped up digital transformation in view of the latest market trend and customer needs through collaborations with internal and external partners
• Initiated to create reports to simulate business performance, including examining the efficiency of RM and effectiveness of the business plan, for management to foster strategic planning

• Participated in a bank-wide job rotation, mainly focused on project management, segment management and retail product management, including credit card & insurance

Hong Kong

• Assisted senior management in new strategy implementation on a project basis for achieving its visions and strategic budget
• Conducted strategic reports on specific issues including the future of Facebook’s currency and innovative ideas on technology
• Attended internal and external meeting with manager to better understand the business environment
• Prepared presentation materials for 2019 first-half BOCHK business review
• Assisted in organizing internal meeting for Chief Executive, Deputy Chief Executives and other top managers

Hong Kong

• Conducted more than 20 targeted reports on specific sectors or companies within the fintech industry including virtual banking industry, credit card market and money transfer process
• Completed industry research including: satisfaction survey review, client interviews and various other feedback channels to recommend the company for prioritizing segment
• Assisted manager to prepare various presentation materials for applying virtual banking license from HKMA.

Hong Kong

• Provided personal banking and credit card advice to customers by understandingtheir needs and integrating marketing promotions into conversations
• Provided marketing supports to Relationship Manager

Bachelor Of Business Administration - Bba, Finance And Professional Accountancy

Exchange