Clarence Lo
Phillip
Summary
Results-driven professional with extensive experience in leadership and strategic oversight. Adept at driving organizational success through effective team collaboration and dynamic problem-solving. Recognized for adaptability and keen focus on achieving objectives.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Associate Director
Consolidated Marketing Group International Wealth Management Limited
07.2022 - 08.2025
- Led cross-functional teams to align strategic objectives with operational execution
- Developed and implemented process improvements to enhance efficiency
- Mentored junior staff, fostering professional growth and enhancing team capabilities.
- Direct Report to the Managing Director
- Solve enquiries from clients/colleagues/bank
Assistant Manager
ZUU Digital Financial Services Limited
06.2021 - 07.2022
- Led team in implementing process improvements, enhancing operational efficiency and service quality.
- Developed and executed training programs for staff, fostering skill development and knowledge retention.
- Analyzed operational workflows, identifying bottlenecks and recommending solutions for increased productivity.
Senior Officer
Kirin Wealth Management Limited
04.2018 - 06.2021
- Led cross-functional teams to develop and implement strategic operational initiatives.
- Enhanced workflow efficiency by streamlining processes and eliminating redundancies.
- Mentored junior staff, fostering professional development and improving team performance.
- Analyzed performance metrics to identify areas for improvement and drive results.
- Maintain interncal CRM
Officer
Athena Best Financial Group Limited
10.2017 - 04.2018
- Handle pre-sales & post sales service email enquiries
- Document checking for new business applications
- Prepare pending reports to keep track of the business progress
- Provide post sales service including all policy issues, e.g. outstanding documents, renewal, outstanding premium
Technical Representative Officer
Good Excel International Financial Limited
03.2016 - 10.2017
- Handle all the document flow on new business
- Handle pre-sales & post sales service email enquiries
- Check documents for new business applications
- Create e-form to enhance the productivity and cost saving
- Prepare pending reports to keep track of the business progress
- Provide post sales service including all policy issues, e.g. outstanding documents, renewal, outstanding premium
Chief Wealth Management Advisor
Sun International Financial Limited
10.2014 - 03.2016
- Provide comprehensive financial strategies to client including risk management planning, investment planning, retirement planning
- Provide after-service such as fund switching, encashment, etc.
District Director Personal Assistant
Convoy Financial Services Limited
04.2014 - 09.2014
- Handle admin duties and policy issue such as reinstatement, premium holiday, claims, etc
- Handle incoming email enquiries from both client and internal colleague
- Prepare presentation PPT
- Assist in marketing events, courses admission and any ad-hoc assignments
District Director Secretary
Timmy Lee & Co.(Manulife)
01.2013 - 08.2013
- Handle colleagues policy issue
- Handle incoming email enquiries from both clients and internal colleagues
- Accompany every meetings with my boss and take minutes
- Prepare presentation PPT
- Prepare statistic report and account record
- Assist all promotion and ad hoc projects
Merchandiser
Contempo Ltd.
06.2011 - 12.2012
- Reply daily email to US customers
- Schedule and co-ordinate meetings, appointments, events
- Maintain production schedules and calendars
- Update production status report weekly
- Setup and maintain filing system
- Daily clerical works
- Report to senior of job status
- Samples follow up until bulk production
Data Entry Operator
Australian Electoral Commission (Government)
09.2010 - 09.2010
- Input personal information of voter in Western Australia
- Input election result
- Cross-checked all the information entered
Payroll Clerk (Casual)
N/A
08.2010 - 08.2010
- Processed payroll for diverse employee groups ensuring accuracy and compliance with regulations.
- Managed timekeeping systems to track employee hours, overtime, and deductions effectively.
- Coordinated with HR to maintain updated employee records and resolve payroll discrepancies.
- Implemented improved payroll procedures enhancing efficiency and reducing processing time.
Data Base Operator
Iron Mountain Limited
02.2010 - 08.2010
- Classify the birth certificates by suburb
- Enter all information in the birth certificate
- Cross-checked all the information entered
Merchandiser
Texfield Ltd.
12.2006 - 08.2009
- Deal with designers from the UK
- Deal with factories
- Issue contracts to factories
- Daily clerical works, ordering accessories
- Report to senior of job status
Sales Coordinator
Everwintex Ltd.
02.2003 - 08.2006
- Source customers’ requested items
- Quote price to customers
- Deal with suppliers
- Send invoice to customers
- Prepare import license and bill of entry
Education
Diploma - Secretarial Administration
Hong Kong Institute of Vocational Education
01.2002
HKCEE - Chinese, Eng (Syllabus B), Mathematics, History, Geography, Economic, Bible
Carmel Divine Grace Foundation Secondary School
01.2000
Skills
- Process improvement
- Operations management
- MS office
- Systems development
- Administrative support
- Computer skills
- Managing operations and efficiency
Certification
- Insurance Intermediaries Qualifying Examination Paper I/III/V
- Certificate of Japanese Language Proficiency - Level 4
Spoken Language
English
Chinese (Cantonese)
Chinese (Mandarin)
Core Competencies
- Initiative, Integrity, efficient
- Good teamwork and strong sense of responsibility
- Organizational and planning skills
- Good communication skills
- Detail-minded
- Problem-solving and responsible
- Fast learner and willing to learn
Timeline
Associate Director
Consolidated Marketing Group International Wealth Management Limited
07.2022 - 08.2025
Assistant Manager
ZUU Digital Financial Services Limited
06.2021 - 07.2022
Senior Officer
Kirin Wealth Management Limited
04.2018 - 06.2021
Officer
Athena Best Financial Group Limited
10.2017 - 04.2018
Technical Representative Officer
Good Excel International Financial Limited
03.2016 - 10.2017
Chief Wealth Management Advisor
Sun International Financial Limited
10.2014 - 03.2016
District Director Personal Assistant
Convoy Financial Services Limited
04.2014 - 09.2014
District Director Secretary
Timmy Lee & Co.(Manulife)
01.2013 - 08.2013
Merchandiser
Contempo Ltd.
06.2011 - 12.2012
Data Entry Operator
Australian Electoral Commission (Government)
09.2010 - 09.2010
Payroll Clerk (Casual)
N/A
08.2010 - 08.2010
Data Base Operator
Iron Mountain Limited
02.2010 - 08.2010
Merchandiser
Texfield Ltd.
12.2006 - 08.2009
Sales Coordinator
Everwintex Ltd.
02.2003 - 08.2006
HKCEE - Chinese, Eng (Syllabus B), Mathematics, History, Geography, Economic, Bible
Carmel Divine Grace Foundation Secondary School
Diploma - Secretarial Administration
Hong Kong Institute of Vocational Education
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