Felix Wong

• Built a platform to help licensed financial experts grow their online presence and build client trust.
• Developed content funnels, SEO strategies, and campaign templates for consistent lead generation.
• Coordinated with agencies and creators to launch targeted campaigns.
• Managed product roadmap, onboarding flows, and client success operations.

Skills: Startup leadership · Digital marketing · Strategic planning · Product development · Client acquisition

• Delivered personalized financial plans for savings, protection, and retirement.
• Conducted client interviews, built financial roadmaps, and tracked progress over time.
• Simplified complex financial topics to build trust and guide decisions.
• Maintained compliance with industry standards and ethical practices.

Skills: Financial planning · Sales strategy · Client trust · Compliance · Long-term goal setting

• Led a team of negotiators and managed sub-sale and developer projects.
• Coordinated launches, mentored agents, and supported buyers through the full sales cycle.
• Handled site visits, loan applications, and post-sale follow-ups.
• Built a performance-driven team culture focused on transparency and service.

• Skills: Team leadership · Residential sales · Project coordination · Real estate coaching

• Increased property sales by developing and implementing effective marketing strategies.
• Developed customized property management solutions, resulting in increased tenant satisfaction and retention rates.
• Delivered informative presentations on market trends, investment opportunities, and property values to various stakeholders.
• Facilitated smooth communication between buyers, sellers, lenders, appraisers, inspectors throughout the transaction process.
• Provided end-to-end support, including pricing, loan coordination, and legal documentation.

Skills: Property investment · CRM · Market analysis · Buyer representation

• Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
• Delivered exceptional customer service, resulting in a high percentage of repeat business and client referrals.
• Prepared campaign proposals, mockups, and quotations tailored to client needs.
• Managed client servicing and coordinated with design and ops teams for smooth execution.

Skills: Advertising sales · SEO · Proposal writing · Social media strategy

• Delivered B2B freight solutions for air and ocean cargo.
• Created rate proposals and coordinated shipments with internal and overseas teams.
• Built long-term client relationships through reliable service, and regular engagement.

Skills: Freight forwarding · Logistics coordination · B2B sales · Rate negotiation

Air Freight Coordinator

• Managed air cargo bookings, documentation, and client communication.
• Liaised with airlines and ground handlers to ensure timely cargo movements.

Skills: Export documentation · Air freight operations · Customer service