
Ta Ta
Client-Facing Professional in Financial Services and Customer Engagement
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關於
Diligent and passionate professional with extensive experience in client-facing roles across financial services, events, retail, and customer service. Proven track record in sales support, client onboarding, event coordination, and team collaboration. Strong communicator fluent in Cantonese, English, and Mandarin, with excellent interpersonal skills and a detail-oriented approach.
Currently pursuing a Bachelor of Arts in Language Studies at The Education University of Hong Kong, seeking a client-facing role to further develop career interests in customer engagement and service excellence.
工作經歷
Client Service Assistant at Valuable Capital Limited (2025-09 – 2026-01)
- Assisted clients with account services and documentation, ensuring regulatory compliance.
- Supported client inquiries and maintained strong client relationships.
Sales Team Assistant at Futu Securities International (Hong Kong) (2023-12 – 2024-08)
- Facilitated client onboarding and prepared financial reports.
- Coordinated with internal departments to support sales team operations.
Wealth Management Manager at China Taiping (2019-09 – 2020-01)
- Provided financial consultation and developed tailored investment strategies.
- Maintained client relationships and achieved sales targets.
Event Hostess at Chanel Pop-up Podium (2022-11 – 2022-11)
- Welcomed guests, provided brand information, and guided visitors through exhibits.
- Supported event operations to ensure smooth execution.
Promoter at My Seasons, Hong Kong Wedding Expo (2022-11 – 2022-11)
- Promoted wedding services, explained packages, and generated customer interest.
Promoter at Committee on the Promotion of Civil Education, Book Fair (2022-07 – 2022-07)
- Engaged with the public to promote civic education materials and initiatives.
Promoter at Econnect, HKCCF (2022-08 – 2022-08)
- Delivered presentations using slides/videos and showcased products/services.
- Reported demonstration outcomes and distributed promotional materials.
Counter Department Promoter at FRISO CLUB, Eugene Baby Expo (2022-08 – 2022-08)
- Assisted parents with product information and promoted baby nutrition products.
- Managed booth operations and customer interactions.
Event Attendant at Hong Kong Observation Wheel & AIA Vitality Park (2021-12 – 2022-08)
- Managed crowd control, ensured safety compliance, and provided customer support.
- Assisted visitors and handled inquiries.
Promoter at Hong Kong International Education Expo (English Center) (2021-06 – 2022-07)
- Promoted educational programs, explained course details, and handled inquiries.
- Supported event demonstrations.
Promoter at International Immigration & Property Expo (English Center) (2020-05 – 2021-06)
- Promoted immigration and property services, collected customer leads.
- Distributed materials and explained service benefits.
Promoter at Mr Print (2019-05 – 2019-06)
- Marketed printing services, distributed flyers, and generated customer leads.
Event Helper at Marathon 2019 (2019-02 – 2019-02)
- Coordinated participant registration, distributed event materials, and guided runners.
- Supported on-site logistics.
Promoter at Toy Story (2018-09 – 2019-06)
- Promoted themed merchandise and engaged children and families.
- Distributed promotional materials and boosted sales.
Food Promoter at Korea Brand & Entertainment Expo 2017 Hong Kong (2017-07 – 2017-07)
- Introduced Korean food products, explained features, and offered samples.
- Encouraged purchases and engaged with visitors.
Customer Service Assistant at Renaissance Harbour View Hotel Hong Kong (2022-07 – 2022-08)
- Handled guest inquiries and coordinated event logistics.
- Supported front desk operations and ensured guest satisfaction.
Customer Service at Telford Plaza (2018-06 – 2018-08)
- Provided assistance to shoppers, resolved complaints, and guided customers to services.
- Supported mall promotions.
Enumerator at 2021 Population Census (2021-06 – 2021-08)
- Conducted household surveys via telephone and field visits.
- Collected and verified statistical data, handled inquiries, and scheduled appointments.
Telephone Interviewer at CGS (2019-05 – 2019-07)
- Conducted structured phone surveys, recorded responses, and ensured data accuracy.
- Met daily call quotas.
Survey Conductor at English Center (2019-06 – 2021-12)
- Consolidated customer data, prepared survey reports, and recommended courses.
- Followed up with clients and achieved monthly targets.
Book Fair Promoter at English Center (2019-07 – 2019-07)
- Promoted educational materials, explained course offerings, and distributed brochures.
Nurse Assistant at Dental Clinic (2020-06 – 2021-01)
- Assisted dentists during procedures, prepared instruments, and managed patient records.
- Provided patient care.
Shop Assistant at Retail Shop (2017-10 – 2017-10)
- Handled cashier duties, organized merchandise, and assisted customers with inquiries.
- Maintained shop cleanliness.
Computer Data Entry Operator at Computer Data Entry (2017-10 – 2017-10)
- Entered large volumes of data accurately, verified records, and maintained confidentiality.
Part-Time Sales at I.T Apparels Limited (2017-07 – 2017-07)
- Assisted customers with apparel selection, processed transactions, and maintained store displays.
- Ensured stock replenishment.
教育背景
Bachelor of Arts (Honours) in Language Studies – The Education University of Hong Kong (2022-09 – 2026-06)
