Open to opportunities

Hiu Ying Lau

@hiuyinglau

Message

Dynamic financial professional with expertise in client relationship management.

Canada

Message

What I'm looking for

I am seeking a role that offers opportunities for growth, collaboration, and impactful client engagement.

I am a dynamic financial professional with extensive experience supporting high-net-worth clients in both banking and advisory environments. My proven track record in financial planning, credit structuring, and compliance has enabled me to enhance client satisfaction and trust. I thrive in cross-functional collaboration and process optimization, ensuring that clients receive comprehensive wealth management advice tailored to their individual goals.

Currently, I serve as a Financial Planning Associate at the Royal Bank of Canada, where I support senior planners in advising over 1,500 clients. My role involves developing tailored financial plans, preparing investment proposals, and ensuring compliance with credit policies. I have successfully streamlined client onboarding processes, significantly enhancing client satisfaction while minimizing documentation completion time.

Previously, I held positions at HSBC Bank Canada and the HKUST Entrepreneurship Center, where I honed my skills in client relationship management, digital marketing, and program coordination. My diverse background in corporate communication and entrepreneurship support has equipped me with a unique perspective on fostering strong client relationships and driving business success.

Experience

Work history, roles, and key accomplishments

Current

Financial Planning Associate

Current

Royal Bank of Canada

Apr 2024 - Present (1 year 5 months)

Supported 3 Senior Planners, advising 1,500+ clients, enhancing satisfaction and trust, facilitating effective communication and contributing to the delivery of comprehensive financial advice. Developed tailored financial plans, ensuring compliance and meeting client goals.

Financial Planning Credit Analysis Wealth Management Client Relationship Management Compliance Documentation

Premier Officer

HSBC Bank Canada

Oct 2022 - Present (2 years 11 months)

Supported Premier Relationship Managers in delivering tailored wealth, lending, and banking solutions to high-net-worth clients. Handled inquiries and day-to-day servicing, including account management, fund transfers, and loan repayment setups.

Wealth Management Lending Account Management Fund Transfers Compliance

Assistant Manager

HKUST Entrepreneurship Center

Nov 2021 - Present (3 years 10 months)

Led flagship programs such as hackUST 2022, coordinating all aspects including platform development, sponsorship, and logistics. Executed digital marketing strategies and branding initiatives to enhance HKUST’s entrepreneurial ecosystem.

Program Management Digital Marketing Branding Event Management Stakeholder Management Logistics

Assistant Corporate Communication Manager

Stan Group Holdings Limited

Sep 2020 - Present (5 years)

Managed internal and external communications for listed companies and family office. Created investor communications and handled issue/crisis management.

Internal Communications Investor Relations Crisis Management Brand Consistency Stakeholder Management

Marketing Manager

WorkTech Asia

Jul 2019 - Present (6 years 2 months)

Launched and scaled branding strategy across 3 regions. Developed digital marketing campaigns across 6 channels and led UI/UX redesign of websites.

Brand Strategy Digital Marketing UI UX Design Strategic Partnerships Market Expansion

Business Development Executive

Strategic Digital Marketing Co.

Sep 2017 - Present (8 years)

Created marketing strategy and led projects across over 10 industries including fintech and crypto. Managed campaigns involving PPC, social media, and WeChat integrations.

Marketing Strategy Project Management PPC Social Media Marketing Business Development

Education

Degrees, certifications, and relevant coursework

Hong Kong University of Science and Technology

BBA, Marketing

2015 - 2017

Completed a Bachelor of Business Administration with a focus on Marketing. Gained comprehensive knowledge in marketing strategies, consumer behavior, and market analysis.