Jobie Yeung
Sales And Marketing
Doncaster East,Victoria
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Account Executive position. Ready to help team achieve company goals.
Overview
14
14
years of professional experience
5
5
years of post-secondary education
1
1
Language
Work History
Protection and Wealth Consultant
AIA International Company Ltd
11.2015 - 09.2022
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Performed due diligence and valuation processes.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Account Manager
Canon Hong Kong Company Ltd
07.2003 - 09.2007
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Managed sales cycle to maintain solid customer base.
- Applied needs-based analysis to assess current satisfaction and importance of various product features to customers.
- Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
- Qualified leads, built relationships and executed sales strategies to drive new business.
Account Executive
Luda (Hong Kong) Company Ltd
09.2000 - 06.2003
- Researched competitive landscape and emerging technologies to position brand in global marketplace.
- Conducted integrated sales presentations to illustrate value of product or service and tailor call-to-action.
- Serviced accounts and proposed new products and services to maximize revenue.
Education
MBA -
Torrens University
Melbourne, VIC 09.2022 - Current
Bachelor of Applied Management -
University of Ballarat
Adelaide, SA 08.1995 - 08.2000
Skills
Investment and Wealth Planning
Timeline
MBA -
Torrens University
09.2022 - Current
Protection and Wealth Consultant
AIA International Company Ltd
11.2015 - 09.2022
Account Manager
Canon Hong Kong Company Ltd
07.2003 - 09.2007
Account Executive
Luda (Hong Kong) Company Ltd
09.2000 - 06.2003
Bachelor of Applied Management -
University of Ballarat
08.1995 - 08.2000
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