Careen Hoo

• Strengthened client relationships by providing personalized financial solutions and tailored wealth management advices
• Proactively identified opportunities to upsell additional products and services, strengthening the overall value proposition for clients
• Navigated challenging market conditions with sound judgement, providing reassurance to clients
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
• Ensure superior customer service and contribute to the overall customer experience of premier banking

Significant Highlights:

• Archived Top Rookie Award

• Built and maintained relationships with new and existing clients while providing high level of expertise
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction
• Up-sell and provide wealth management solutions and regular market updates information to high-net-worth onshore banking premier customers
• Manage relationships with new and existing affluent customers through professional consultative financial analysis

Significant Highlights:

• Archived Rising Star Award for Q42021

• Expanded customer relationships by maintaining a regular follow-up process and building rapport
• Worked closely with management to strategize in increasing branch production and customer service
• Maximize on sales behavior by providing holistic portfolio review in cross selling financial products, ultimately meet their financial goals
• Ensure that customer concerns were handled efficiently to maintain positive customer relations in handling daily banking transactions

Significant Highlights:

• Archived Monthly Star Award as Top Personal Financial Consultant for November2019
• Archived Monthly Star Award as Top Personal Financial Consultant for January2020
• Archived Monthly Star Award as Top Personal Financial Consultant February 2020
• Achieved Monthly Star Award as Top Personal Financial Consultant for November 2020
• Received Solitaire Award met above150% of sales target

• Identify mortgage referral need by partnering with mortgage specialist in proposing appropriate solutions for clients based on analytical findings
• Developed long-lasting relationships with clients to ensure consistent retention and loyalty
• Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times
• Actively source for new clients to enhance bank's existing portfolio and acquire new business opportunities via tele-call in performing outbound calls

Significant Highlights:

• Achieved sales target every month in hitting more than150% of KPI
• Ranked Top5 in the segment for production every month as a result of needs objective focus