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@edwinuser1
Experienced sales and financial planner with proven client results.
I am an experienced sales professional and licensed financial planner with a strong record in retail management, property sales, and insurance advisory. I consistently achieved top sales performance—winning multiple retail awards, attaining Achievers Award recognition for eight years at CSL, and earning the Million Dollar Round Table (MDRT) designation as a financial planner.
My background includes EPOS operations and store pricing, first‑hand property transactions delivering multi‑million HKD deals, and client-focused financial planning and risk management. I bring practical team leadership experience as a deputy shop supervisor, a customer-service orientation, and solid Microsoft Office skills to support operational and client-facing roles.
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Work history, roles, and key accomplishments
Loon Fung (Oriental Groceries Retail)
Mar 2023 - Aug 2024 (1 year 5 months)
Managed EPOS tasks including daily price and offer updates, processed routine store orders, and provided occasional cashier support to maintain store operations.
AIA International Limited
Mar 2019 - Jul 2022 (3 years 4 months)
Provided asset and risk management planning and insurance advice to clients, achieving Million Dollar Round Table (MDRT) recognition.
RailCorp Properties Limited
Mar 2015 - May 2022 (7 years 2 months)
Sold first‑hand property developments, advised clients on payment schemes and mortgages, and connected clients with advisors and solicitors; closed 6+ deals averaging HK$10M+ and one sale over HK$200M.
CSL Limited (One2Free)
Sep 2009 - Mar 2019 (9 years 6 months)
Deputized shop supervisor duties, assigned staff schedules to meet sales targets, and achieved top retail sales rankings including first runner-up and 8 years of Achievers Award (top 5%).
GOME Electrical Appliances Holding Limited
Aug 2005 - Sep 2009 (4 years 1 month)
Sold digital and electrical products and handled customer inquiries to drive store sales and service.
Fortress (Hutchison Whampoa)
Sep 2004 - Aug 2005 (11 months)
Executed retail sales of digital products and addressed customer enquiries to support store revenue targets.
Global View Technology Limited
Aug 2003 - Sep 2004 (1 year 1 month)
Promoted and sold digital products while responding to customer questions to increase product visibility and sales.
Degrees, certifications, and relevant coursework
Yi Jin Diploma, General/Preparatory Studies
2002 - 2003
Completed the Yi Jin Diploma program from 2002 to 2003.
Hong Kong Certificate Examination, Secondary Education
1997 - 2002
Grade: Biology D; Mathematics E; Computer E
Completed Hong Kong Certificate Examination subjects including Biology, Mathematics, and Computer Studies with listed grades.
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