Tiane Fok King

• Engage in regular research and reading to stay apprised about the state of the UK economy, global financial markets, and general current events.
• Maintain current knowledge about financial products available to corporate and individual clients, including bonds, stocks, investments, and trusts.
• Work closely with investment analysts to assess financial information and investment opportunities.
• Present investment opportunities and related analysis while pitching proposed course of action in meetings with clients.
• Use complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals.
• Make decisions about financial and investment opportunities on behalf of clients.
• Meeting with an investment team, including analysts and other managers, to stay up-to-date about market situations and company decisions that may impact one another.
• Take on high levels of responsibility on behalf of financial institutions, corporate clients, investment organizations, and insurance companies;Coordinated innovative strategies to accomplish objectives and boost long-term profitability.
• Develop relationships with clients and expands client network in professional and social settings.
• Specialize in a particular field or industry to aspire to achieve expert level knowledge.
• Networking with the Legal Departments of Central Banks and African Pension Funds.
• Creation of a regulatory advisory center for the Central Banks / African Sovereign Wealth Funds (profit center).
• Reached out to potential customers via telephone, email and in-person inquiries.
• Worked with marketing teams to create, deploy and optimize effective investment product for institutional clients.
• Collaborated with company and partners to develop new strategies to capitalize on emerging customer and market trends.
• Performed research to uncover potential target areas, markets and industries.

• Conferred with customers about concerns with products or services to resolve problems and drive sales.
• Maintained accurate and current customer account data with manual forms processing and digital information updates.
• Promoted products or services to each customer to consistently achieve sales targets.
• Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
• Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
• Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
• Identified sales opportunities and referred customers to branch partners in financial services.
• Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

• Receives and executes authorised customer instructions from Account Maintenance officials for:

Account inputs:

New accounts, amended or cancelled stop orders/standing instructions

Amendments to customer and account details

Handling of closed accounts

Standing Orders:

New standing order

Amendment and cancellation of existing standing orders

BDMS & Abandoned Funds:

BDMS claims & processing

Abandoned funds claims & processing

• Rectify all rejected input forms and incorrectly scanned signatures returned by the verifier.
• Perform regular back up of system
• File the input form/source document, audit trails & reports.
• Execute manual input for repetitive customer instructions that are not systematically executable.
• Resolve all account opening and amendment queries from branches/query centre.

• Kept all documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
• Accepted delivered packages, verified products and checked delivery totals to keep system records current and accurate.
• Answered customer questions and provided detailed product information.
• Performed monthly reconciliation of open purchasing orders.
• Input, analyzed and reported on data covering all aspects of procurement operations.
• Purchased new products and oversaw inventory stocking and availability.