Trading, Foreign Currency and Interest
Hi, I’m
Mikee Perez
Premier Relationship Manager
MAKATI CITY
Summary
I am a business-driven Relationship Manager who is always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 7 years of assisting clients with financial planning processes assessing financial data. Offering dynamic collaboration and decision-making skills.
I believe that being consistent, disciplined. driven, passionate and motivated everyday will result to a big success.
I'm always open to opportunities and is willing to learn. Outside of work, I am active in gym, I enjoy travelling, solving puzzles and eating out with my loved ones.
Overview
7
years of professional experience
7
years of post-secondary education
3
Certificates
2
Languages
Work History
HSBC SAVINGS BANK PH
Premier Relationship Manager
05.2021 - Current
Job overview
- Meet customer expectations in terms of efficiency, accurancy, timeliness and professionalism of response either face to face or at the telephone - Proactively engaging with new and existing customers on the digital channels through which they can access products and services, successfully encouraging customers to become digitally engaged
HSBC SAVINGS BANK PH
Universal Banker - Assistant Manager
11.2020 - 04.2021
Job overview
- Process cash / cheque deposits / withdrawals of local and all accepted currencie as well as deman draft and cashier's order applications
HSBC SAVINGS BANK PH
Personal Banking Officer
02.2019 - 11.2020
Job overview
- Oversee account opening, account closing, and product sales activities such as Loans, Credit Cards, Insurance and Investments - Build positive working relationship with existing customers for repeat business
HSBC SAVINGS BANK PH
Premier Associate
05.2018 - 01.2019
Job overview
- Responsible for handling queries from high value Premier customers, investigating issues and providing a service that exceeds their expectations
- Support the Relationship Manager in every transactions
CHINA BANKING CORPORATION
Private Banking Marketing Assistant
07.2015 - 01.2018
Job overview
- Assists the Cluster Head and Relationship Managers in managing the portfolio of the clients and ensuring delivery of high quality customer service by actively monitoring client activities and developing good rapport with each Private Banking client handled
CHINA BANKING CORPORATION
Private Banking Operations Assistant
05.2015 - 07.2015
Job overview
- Performs administrative duties, reconciliation of all accounts - Prepares the Financial Reports every monthend for every offsites - Ensures completeness of documents submitted by the Marketing
- Assistants each cluster
Education
University of The EastManila
BBA from BUSINESS ADMINISTRATION, Financial Management
06.2011 - 04.2015
University of The EastManila
High School Diploma
06.2008 - 04.2011
Skills
Excellent Communication Skillsundefined
Accomplishments
CEO Recognition Award
Certification
CERTIFIED UITF SALESPERSON
Interests
Economic
Current events
Timeline
CERTIFIED UITF SALESPERSON
06-2022
Premier Relationship Manager
HSBC SAVINGS BANK PH
05.2021 - Current
Universal Banker - Assistant Manager
HSBC SAVINGS BANK PH
11.2020 - 04.2021
Certified Insurance Consultant License (Life & Health), Individual
01-2020
Registered Financial Planner (RFP)
01-2020
Personal Banking Officer
HSBC SAVINGS BANK PH
02.2019 - 11.2020
Premier Associate
HSBC SAVINGS BANK PH
05.2018 - 01.2019
Private Banking Marketing Assistant
CHINA BANKING CORPORATION
07.2015 - 01.2018
Private Banking Operations Assistant
CHINA BANKING CORPORATION
05.2015 - 07.2015
University of The East
BBA from BUSINESS ADMINISTRATION, Financial Management
06.2011 - 04.2015
University of The East
High School Diploma
06.2008 - 04.2011
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