Hong Kong, Hong Kong SAR
• Proofread property legal documents and contact law firms to make amendments • Contact customers to update insurance and tax documents to ensure a smooth loan operation • Conduct stock take of the department's documents and loan files independently
• Combined psychology theories and digital learning to facilitate behavioural changes among employees for corporate training • Designed a stress management course and compliance E-learning materials for corporate training purposes • Lead a team of interns to design a marketing campaign for the company
• Performed customer due diligence and compliance procedures on reactivated dormant accounts • Updated customer’s expected account activities and KYC information via phone calls • Completed more than 650 cases during the internship including filing cases for freezing and closing accounts
• Taken part in a Youth program called the Y-WE Program to provide short-term working experience for underprivileged teenagers • Contacted social workers and companies to design tailor-made working plans for participants • Organized two press conferences to promote our Y-WE Program to the public