Charlene Wang

Detail-oriented and client-focused Associate Private Banker with a strong foundation in wealth management, financial planning, and relationship building. Proven ability to support high-net-worth clients with tailored banking solutions, while ensuring compliance and operational excellence. Known for delivering exceptional service and fostering long-term client relationships.

• Support Private Advisor in managing portfolios of high-net-worth individuals and families.
• Equipped a strong experience of onboarding processes, reducing time taken to establish accounts and improving overall efficiency.
• Worked closely with credit to facilitate loan origination, helping clients secure financing for various needs.
• Developed strong relationships with high-net-worth clients, leading to increased trust and business growth.
• Maintain up-to-date knowledge of financial products, market trends, and regulatory changes.
• Contribute to client retention and satisfaction through proactive service and personalized support.

• Assisted clients in achieving their financial goals through expert guidance on savings, investments, and loans.
• Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
• Maintained excellent client relations, resulting in increased referrals and repeat business.
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• Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
• Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.

• Best sales in Home Appliance Department. Strong Knowledge about product feature and good at tailor products to customer’s needs.
• Upselling and consistently exceed sale targets.
• Delivered exceptional customer service, addressing questions and concerns promptly and professionally.
• Determined customer's specific needs to pair best products and service offerings.

• Tested new drugs on patients and followed patients’ response. Organized the samples and kept the record of evidence. Maintained strict medical procedures and Health-and-Safety guidelines. Performed medical tests in high precision environment.
• Ensured quality control by performing routine maintenance on lab equipment and calibrating instruments as needed.
• Performed routine maintenance and calibration of laboratory equipment to produce accurate results.