PNG Yu Qing (Melissa)

-Acquisition of affluent customers through various channels such as tele-prospecting, networking, internal/external referrals and privilege events within the Bank

-Cross-selling of HSBC’s wide variety of financial products and services not limiting to just depository promotions to increase more profit opportunities and to create a holistic wealth management service for affluent clients

-Identify and establish new relationships with external partners (companies/associations/clubs) to acquire new potential premier clients
-Facilitate proper account opening with Performing Know-Your-Customer (KYC) and Customer Due Diligence (CDD) activities including conducting periodic review stages covering the entire onboarding process for both onshore and international clients
-Work closely with Relationship managers, Corporate Accounts managers and various Internal Departments/Stakeholders in the Bank to convert referrals/clients to potential New to Bank affluent customers and to provide and deliver a comprehensive wealth management experience to generate more revenue for the bank

-Maintain and managing of existing affluent client relationships to foster growth in customers’ wealth

Responsibilities: Client coverage of Premier & High Net Worth from Great China & Rest of World

• Acquisition of affluent international customers via Global Leads through Video Calls
• Facilitate account opening by translating a wide array of languages during the process and doing proper KYC procedures before onboarding customers
• Work together with Off-shore Relationship managers to provide and deliver a comprehensive wealth management experience to new and existing affluent clients and promoting exclusive depository products and services offered by the Bank
• Work closely with various Internal Departments/Stakeholders in the Bank to convert referrals/clients to potential New to Bank affluent customers

Responsibilities: Client coverage of Premier High Net Worth Citigold & Citi Private Client tiers

• Acquisition of affluent customers through various channels such as tele-prospecting, networking, internal/ external referrals and privilege events with the Bank
• Facilitate account opening and doing proper KYC procedures before onboarding of customers
• Porting of status of global Citigold/Citi Private Client customers
• Work together with Relationship managers to provide and deliver a comprehensive wealth management experience to new and existing affluent customers and promoting exclusive depository products and services of the Bank
• Maintain and managing of existing affluent customer relationships to foster growth in customers’ wealth -Work closely with Business Development Managers and Various Internal Departments/Stakeholders in the Bank to convert referrals/clients to potential New to Bank affluent customers
• Self-outsourcing and lead generating of potential opportunities/partnerships to acquire potential New to Bank customers
• Strategising and collaborating with new business partnerships and opportunities by organising networking events with external/various industries to acquire potential New to Bank customers

Responsibilities: Customer servicing and Retaliation of Personal Car Loans/Financing

• Prospect new potential customers for Auto sales team through different channels of tele-callings, referrals, networking with car salespeople from Automotive industry
• To promote company's auto finance services as a third-party Car Financial brokering between Customers & the Banks
• Liaise with different banks that offer car loans/financing services
• Research and outsourcing of potential auto car companies/businesses for potential collaborations, partnerships of company's auto finance services
• Improving customer service to guarantee full client satisfaction
• Administrative support for Accounting Side
• Working along with operations and sales team to ensure quality of company's service standards
• Managing any customers complaints and implement new solutions to improve company's auto department performance and revenue

Responsibilities: Overseeing daily operations of both restaurants and ensuring monthly profits/revenue of

both restaurants are achieved

• Booking and managing of customer’s reservations
• Strategising of Marketing and Marketing materials for both restaurants
• Outsourcing of potential dining customers for both restaurants through Social Media marketing
• Promoting of both restaurants as venue for corporate/personal events as well as catering
• Planning and presenting of different sales deck/pitch to use as advertising/promoting materials for both restaurants
• Organising and customising of both restaurants menus based on Customers’ Budget/Preferences (Corporate and Personal)
• Handling feedbacks and customers complaints via social media channels to ensure a constant and better experience when customers revisit or new customers dine-in