Yong ZiHui

OCBC Premier / Bancassurance Specialist AVP

Yong ZiHui

OCBC Premier / Bancassurance Specialist AVP

Singapore

Yong ZiHui

OCBC Premier / Bancassurance Specialist AVP

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Enpowering Sales Teams with Process, Innovation and Training

Highly motivated and driven professional well-versed with 8 years of experience in personal relations and sales industry.

未来

この先やってみたいこと

未来

Comfortable working in a team-oriented environment. Efficient and effective in engaging clientele from multi-functional groups of different age groups. Thoughtful and sincere in dealing with clients relationship with professionalism and ethics.

2018年7月
-
現在

OCBC Premier

3 years

Bancassurance Specialist AVP
現在

2018年7月 -

現在

- Strengthen long-term relationships by providing excellent customer service. - Manage the branch sales portfolio, promotions and campaigns - Work closely on branch sales and service teams to provide innovative product solutions

2016年1月
-
2018年6月

DBS Treasures

3 years

Bancassurance Specialist

2016年1月 - 2018年6月

- Engage in elite and affluent client base - Foster good relations with relationship managers and their clients - Closed and Manage portfolio involving universal life and other high net-worth products.

Emerging Star 2016 (Taipei)

Overall Top in Treasures Team 2 in UL Inception 2016

Overall Top in Treasures Team 2 in UL Inception 2017

2013年4月
-
2015年12月

Manulife

3 years

Financial Services Consultant

2013年4月 - 2015年12月

• Engaged in client relationship and management • Consistently involved in roadshow marketing • Clinch deals involving insurance products such as investment-linked and endowment plans.

Silver Club 2014 (Tokyo)

2013年7月

RMIT University

Bachelor's Degree in Business Management

2013年7月

New Star Club Hong Kong 2011

Qualified for Advance Club 2011 (Seoul)

Won as part of HSBC Insurance (Singapore) Top Unit 2012

Featured in HSBC Insurance (Singapore) Top District 2012

Advance Club 2012 (Beijing)

New Star Club - Bangkok 2013

Featured in Manulife (Singapore) Top Unit 2013

2011年4月
-
2013年3月

HSBC

2 years

Senior Financial Planner

2011年4月 - 2013年3月

• Attended company roadshows such as IT shows and Baby’s Fairs • Managed, Market and Sell a portfolio of insurance products ranging from endowment, accident & health and investment-linked plans.

2005年6月

Singapore Polytechnic

Diploma in Chemical Process Technology

2005年6月


スキルと特徴

Financial Services

0

Investments

0

Insurance

0

Portfolio management

0

wealth management

0

Awards and Certifications

Overall Top in Treasures Team 2 in UL Inception 2017

Emerging Star 2016 (Taipei)

Overall Top in Treasures Team 2 in UL Inception 2016

Silver Club 2014 (Tokyo)

New Star Club - Bangkok 2013

さらに表示


言語

英語 - ビジネス会話, 北京語 - ビジネス会話