Fung, Yuen

adt55a@r.postjobfree.com

+*- ***- ***- ****

“I thrive on Strong work ethic, professional and great initiative. Energetic and reliable selling skilled working with a diverse group of people. Results-oriented with excellent organization, communication and relationship building skills. Result-driven, proactive and resourceful professional with Quality-focused professional success at settling patients. Strong Verbal/ written communication skills, courteous telephone manner Exceptional customer service skill Ability to work in a structured, fast-paced environment with changing priorities Excellent problem-solving skills High attention to detail Strong organizational. Targeted business initiatives to drive customer growth, achieve sales objectives and enhance bottom-line profits. Results-oriented and friendly individual with expertise in client relations and lead development. Reliable and driven with strong time management and prioritization abilities.

Work Experience

FINANCIAL ADVISOR

RBC Life Insurance - Toronto, ON

August 2009 to July 2016

Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives. Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision. Implemented financial planning recommendations.

Selected and maintained superior investment portfolios. Monitored risk accounts on a weekly, monthly, quarterly and annual basis.

Maintained confidentiality of bank records and client information. Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.

Consulted with clients to assess and meet short- and long-term financial goals. Developed and deepened relationships with new and existing clients to advance progress and improve business. Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.

Explained advantages and disadvantages of available financial products to customers to maximize satisfaction. Grew assets under management through referrals and new business opportunities. Developed strong partnerships with retail branches, business banking and wealth partners to ensure investment needs of current and potential customers are met or exceeded. Evaluated earnings performance to provide clients with in-depth ratings. Provided recommendations for education funding, estate planning and insurance gap analysis. Delivered high-quality customer service experience through understanding of the sales process, policies and licensing requirements which contributed to retention and expansion of client relationships. Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.

Conducted market research and made recommendations concerning products and services best suited for customer goals and risk tolerance.

Assisted clients with planning for and funding retirements using mutual funds and other strategies. Promoted business to increase customer base and grow revenue. Advised customers on financial investment options and capital expenditures. SALES REPRESENTATIVE

Nachman Professional - Markham, ON

June 2007 to February 2008 Ontario

Managed a portfolio of 30 accounts, which generated 20-30% in revenue per year Scheduled an average of 1-2 appointments per day. Educated clients on skin care procedures and products. Trained new staff on the range of spa services offered. Sold salon-exclusive skin care products and encouraged service upgrades. Trained new staff on the range of spa services offered. Learned new techniques, including the complete chemical peel process.

SITE ADMINISTRATOR

Palmax Property Management Inc

April 2004 to June 2007 Ontario

Assist Property Manager to manage 3 Commercial Plaza totaling over 80,000 square feet. Maintained in-depth knowledge of competition through consistent evaluation of market conditions and trends.Conducted apartment tours for potential tenants and answered any questions. Collected and kept careful records of rental payments. Collected and kept careful records of rental payments. Maintained excellent customer relationships.

REAL ESTATE ADMINISTRATOR

Century 21 Realty Inc - Markham, ON

January 1999 to June 2004

Ontario Coordinated all department functions for a team of 70 employees. Maintained detailed administrative and procedural processes Supervised and trained admitting, billing and collection staff. Managed incoming and outgoing calls for a busy Real-estate office To improve accuracy and efficiency. Scheduled and confirmed appointments for entire Real Estate Successfully established effective systems for record retention by creating a database for daily correspondence tracking Team. Prospected for new commercial and residential real estate deals. Maintained high referral rates and exceptional feedback from previous clients. Managed and updated company physical filing systems and computer databases. Sorted and distributed incoming mail, dispersing to appropriate departments and personnel.

Monitored office supply use and stock levels and placed replenishment orders. Collected and entered payment data into the system, maintaining complete confidentiality and accuracy. Developed organizational filing systems for confidential customer records and reports. Input data into the system, adhering to all procedures to keep information private. Coordinated office activities to streamline operations and promote compliance with organizational policies. Supervised invoice creation and submission to enable prompt and efficient customer billing. Identified issues and utilized emotional intelligence and diplomatic communication to defuse.

RESTAURANT MANAGER

Koji Kaisen Japanese Fine Dining & Sushi Bar

1992-1997

Responsible for providing leadership in the restaurant – recognizing and motivating Shift Managers, and Team Members; coaching and training the team in order to achieve operational excellence

• Ensure Occupational Safety & Health Act, local health and safety codes and company safety / security policies and procedures are met and followed

• Assist Owner with recruitment and select qualified, high energy team members while using approved tools and systems

• Train and develop Team Members and Shift Managers following the proper training systems and processes

• Provide feedback to Team Members and Shift Managers both positive and constructive

• Communicate daily and effectively to Owner, Shift Managers and Team Members on the day to day operations of the business, goal setting and expectations

• Assist Owner with performance management issues and apply progressive discipline when appropriate

• Work closely with Owner in the case of corrective actions or terminations

• Assist Owner in conducting Team Member performance reviews

• Role model company policies, procedures and all standards as outlined in the Standards Library to minimize employee relations issues within the restaurant Customers – 30%

• Create a customer focused environment which is appealing to the brand’s diverse customer base

• Manage all customer complaints in line with company policy, escalating issues to Owner, where appropriate Experience

• Proven ability to plan and delegate effectively

• Demonstrated ability to maintain financial controls

• Strong analytical/decision making skills

• Demonstrates strong Sales Focus

• Demonstrated ability to coach and train others

• Demonstrated conflict resolution skills

• Excellent customer service skills

• Demonstrated organizational and time management skills

• Excellent interpersonal skills

• Basic HR/ER knowledge (discipline/grievance process)

• Basic business, math and accounting skills

• Basic personal computer literacy (Word, Excel, Email) Working knowledge of in-store systems and corporate policies and procedures

Education

Certificate in Tourism Concordia University - Montréal, QC Skills

Confidence - maintaining a positive attitude.

Resilience - communicating with conviction.

Active listening - understanding the customers' needs. Rapport building . Entrepreneurial spirit - continual self-improvement.

• Chinese

• Financial Services

• Computer Networking

• Office Management

• Purchasing

• Marketing

• Presentation Skills

• Databases

• Project Management

• Event Planning

• CRM Software

• Business Development

• Cold Calling

• Pricing

• Market Analysis

• Operations Management

Languages

Fluent command of English, Mandarin and Cantonese.

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