Cheuk Hon Yeung

§Obtained a strong foundation of administrative knowledge regarding various tasks and duties required of an office clerk, providing accurate information to all internal departments upon request § Assisted in a new project with a willingness-to-do attitude including product design and data processing, in establishing a new product portfolio § Analysed qualitative data through various sources to classify products, for accelerating sales and reducing company inventory § Performed well document proofreading procedures and logged documents in computer system format for reviewing by other internal departments

§ Developed well interpersonal skills from a position as an internet- banking service and customer service advisor to build a superior communication with customers and gather customers’ needs and report to colleagues in order to obtain a professional image in front of customers § Furthered advanced level in banking and finance services to introduce brand-new internet banking service to valuable customers for handling financial matters through internet § Served as a flexible employee in a fast-pace environment to provide advanced customer service, showing ability to work in a challenging environment

 Assisted with the operation of the fund, includes handling investors’ application, monthly interest distributions, withdrawal requests, KYC and CDD processes.  Established and reviewed with monthly distribution report, including calculation of clients’ investment interests and fund’s management fee, and prepared other monthly management reports  Assured the compliance operation of the fund, actively track and learn the latest regulation as well as industry trends  Worked with internal teams and specialist legal advisors to scrutinise and modify investment legal documentation for the managed investment scheme including Product Disclosure Statement (PDS) and legal constitutions, to ensure adherence to financial regulations and acceptable financial principles  Coordinated office activities and operations to secure efficiency and compliance with company policies