POSITION APPLIED FOR
Relationship Manager
PROFILE Experienced professional
used to working in fast-paced and strategic environments demanding strong organizational, communication, and interpersonal skills.
Confident, poised and active in interactions with individuals at all levels
EXPERIENCE HIGHLIGHTS Dec 2004 – CurrentAIA / Senior Financial Planner & Assistance Unit Manager u Assisting individuals and groups plan the use of their savings, income, and investments
using various products such as mutual funds, insurance, real estate, fixed deposit or tax-sheltered investment plans.
u Assisting individual
clients examine their immediate and long-term financial situations.
u Assisting each investor
to decide
on what investments are best
suited to their circumstances.
u Advising people on what types of investments to put their money in as well as
on the timing of major expenditures, such as buying a house or starting retirement.
u The recruitment of a new financial planner
Key contributions: ²Clubs & Awards –2005-2006 Senior Financial Planner Award of AIA
–2006-2008 Million Dollar Round Table Qualified Member
–2006-2008 International Dragon Award--
Bronze Dragon Award –2006 Gold Award of GIA-APEX Agency –2007 Ruby Award of GIA-APEX Agency –2008 Platinum Award of GIA-APEX Agency Jun 2002 – Dec 2004The Prudential Assurance Company Limited / Insurance Agent & Assistance Unit Manager
life, property, casualty, health, automotive, or other types of insurance.
u The recruitment of a new agent.
Key contributions: ²Clubs & Awards –2002-2003 Top three new agents of the Flame Agency Award---Silver Award
–2003-2004 Travel Incentive(Sapporo) Qualified Member
Dec 1997 – May 2002Shatin Baptist Church / Music Director
Lead the contemporary worship ministry team spiritually and musically.
uLead and oversee the music ministry which integrates quality of music with integrity of presentation.
uRecruit and train musicians to be involved in the worship team, and develop multiple worship teams for use in ministry areas other than worship services alone.
Key contributions: ²As a worship leader of a Christian Crusade which
was held in Hong Kong Stadium in 2000 & 2002.
²Produced three CD
s within 1997-2002.
²Recruited and trained 10 worship teams.
Aug 1994 – Nov 1997 Assembly of God Union Church / Pastor in Charge
To supervise the work and program of the church
uTo perform the marriage ceremony.
Key contributions: ²Church members
hip rose by 150% within 2 years.
SKILL Languages Cantonese (fluent)
English and Mandarin (good)
Computer Proficient in Chinese processing and using computer software like Word, Excel, PowerPoint
EDUCATION
1990-1994
The Ecclesia Bible College
Bachelor of Theology
1988-1989
Maria College
1981-1988
S.K.H. Bishop Mok Sau Tsang Secondary School Professional Qualifications
2004-2006
HKUSPACE
Certified Financial Planner--CFPCM
2006
The Central University of Financial and Economics
Certified Insurance Financial Planner
Fellow, Chartered Financial Practitioner(FChFP)
2005
The Hong Kong Security Institution Regulated Activities of Licensed Corporations-- RA4 – advising on securities
2004-2005
The Exceptional Performance Consulting
Neuro Linguistic Programming(NLP)Practitioner
EXTRACURRICULAR ACTIVITIES
2001- current
Christian Artist Summit
Founder and director
2002-2004
Worship Leading Trainer of various churches including Assembly of god choi po gospel church Fu On Baptist Church Hay Nien Chapel Christian & Missionary Alliance Sun Kei Church The oriental horizon christian church
2005-2007
Fanling Assembly of God Church-Union Church
Worship team ( Worship Leader and Drum, Guitar player)
AVAILABILITY 1 month notice