Yong ZiHui

OCBC Premier / Bancassurance Specialist AVP

Yong ZiHui

OCBC Premier / Bancassurance Specialist AVP

Yong ZiHui

OCBC Premier / Bancassurance Specialist AVP

This user is using the new profile.

Join our Beta test to try out our new profile.

Join

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.

In the future

Ambition

In the future

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.

July 2018
-
Present

Bancassurance Specialist AVP
Present

July 2018 -

Present

- 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

Jan 2016
-
June 2018

Bancassurance Specialist

Jan 2016 - June 2018

- 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)

May 2016

Emerging Star 2016 (Taipei)

May 2016

Overall Top in Treasures Team 2 in UL Inception 2016

May 2016

Overall Top in Treasures Team 2 in UL Inception 2016

May 2016

Overall Top in Treasures Team 2 in UL Inception 2017

May 2018

Overall Top in Treasures Team 2 in UL Inception 2017

May 2018

Apr 2013
-
Dec 2015

Manulife

3 years

Financial Services Consultant

Apr 2013 - Dec 2015

• 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)

May 2014

Silver Club 2014 (Tokyo)

May 2014

July 2013

RMIT University

Bachelor's Degree in Business Management

July 2013

New Star Club Hong Kong 2011

May 2011

New Star Club Hong Kong 2011

May 2011

Qualified for Advance Club 2011 (Seoul)

May 2011

Qualified for Advance Club 2011 (Seoul)

May 2011

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

May 2012

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

May 2012

Featured in HSBC Insurance (Singapore) Top District 2012

May 2012

Featured in HSBC Insurance (Singapore) Top District 2012

May 2012

Advance Club 2012 (Beijing)

May 2012

Advance Club 2012 (Beijing)

May 2012

New Star Club - Bangkok 2013

May 2013

New Star Club - Bangkok 2013

May 2013

Featured in Manulife (Singapore) Top Unit 2013

May 2013

Featured in Manulife (Singapore) Top Unit 2013

May 2013

Apr 2011
-
Mar 2013

HSBC

2 years

Senior Financial Planner

Apr 2011 - Mar 2013

• 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.

June 2005

Singapore Polytechnic

Diploma in Chemical Process Technology

June 2005


Skills and qualities

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

May 2018

Emerging Star 2016 (Taipei)

May 2016

Overall Top in Treasures Team 2 in UL Inception 2016

May 2016

Silver Club 2014 (Tokyo)

May 2014

New Star Club - Bangkok 2013

May 2013

Show more


Languages

English - Professional, Mandarin - Professional