Ying LI

Killarney Heights,NSW

Summary

Detail-oriented and customer-focused personal banking consultant with 1.5 years experience in HSBC,

Seeking to leverage extensive customer service, financial advising and compliance skills to transition into a mortgage banker role.

years of professional experience

HSBC Retail

Chatswood, NSW

01.2023 - Current

Customer Service and Relationship Management: Developed and maintained strong relationship with clients by providing exceptional service and personalised banking solutions, leading to high customer satisfaction and retention rates.
Sales Skills: Strong ability on identifying customer needs and offering appropriate solutions/products. Successfully cross-sale with HSBC home loan mortgage. team, FX team and wealth management team.
Compliance and Risk management: Ensured strict adherence to banking regulations and internal policies, minimizing compliance issues and contributing to a secure banking environment.
Market Awareness: Stayed informed about banking products, market trends and economic factors affecting the industry, enabling proactive client advising and strategic decision-making.
Communication Skills: Effectively communicated complex financial information to customer in a clear and understandable manner, enhancing customer understanding and trust.

Swiss Reinsurance Company Beijing Branch

Beijing

02.2005 - 09.2015

Risk Assessment and Management: Evaluated reinsurance applications and used actuarial data and statistical analysis to access the level of risk involved in underwriting policies;
Analytical and Decision-Making Skills: Analyzed complex data sets to make informed decision about reinsurance coverage; Utilized various tools and models to predict potential losses and set premium;
Attention to Details: Reviewed detailed reinsurance applications and documentation to ensure accuracy and compliance with regulations; Identified potential issues and discrepancies in data to mitigate risks.

Heriot-Watt University

Edinburgh, Scotland, UK

11.2004

Customer service: Proven ability to build and maintain strong customer relationships, delivering personalized and effective service
Sales proficiency: Expertise in identifying customer needs and effectively cross-selling banking products and service by following regulations
Regulatory and Compliance: Strong Knowledge of banking regulations and experience in maintaining compliance and managing risks

Analytical Thinking: skilled in analyzing customer data to make informed recommendations and decisions
Communication: Excellent verbal and written communication skills, adept at explaining complex financial information in a clear and understandable manner

Chinese (Mandarin)