Thomas Bone
Wealth Management Professional
Hong Kong
Summary
Experienced back office and sales professional but open to explore different opportunities, I am currently based in Hong Kong.
Overview
17
17
years of professional experience
1
1
Language
Work History
Self Employed
Self Employed
01.2018 - Current
- Have my own business providing support to a wealth management company based in Hong Kong
- Roles include sending client valuations, portfolio analysis and administration.
- Resolved customer queries and problems using effective communication and providing step-by-step solutions.
- Organised files to support efficiency and traceability.
- Engaged with customers to better understand needs and deliver excellent service.
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
Ambassador
WeRide Korea
02.2024 - 01.2025
- Guide tourists around Seoul on Electric Bikes.
- Maintain and fix the company bikes.
- Engage 5 days a week with customers of different nationalities and with variable bike riding capabilities.
- Contributed to social media planning and management, engaging with target audience to drive awareness.
- Professionally represented organisation to foster new business relationships.
- Identified new markets and opportunities to expand audience.
Sabbatcial
None
01.2018 - 12.2018
- Enjoying some down time with my dogs
- Volunteering with dog rescue charities in Lantau and Seoul.
Wealth Manager
CBH Private Bank (Formerly TTG HK)
01.2017 - 01.2018
- Contact prospective clients either through existing clients or telemarketing regarding pensions, savings and investments
- Stay in touch with existing clients to ensure their requirements were being met.
- Engaged in continuous professional development to stay abreast of regulatory changes and financial market trends.
- Assisted clients in navigating complex financial decisions during life-changing events, such as divorce or inheritance.
- Collaborated with tax advisors to devise tax-efficient investment strategies, enhancing client financial outcomes.
- Fostered long-term client relationships through exceptional service, transparent communication, and trust-building.
Business Development Manager
Acuma Hong Kong
01.2014 - 12.2016
- Contact prospective clients either through existing clients or telemarketing regarding pensions, savings and investments
- Stay in touch with existing clients to ensure their requirements were being met.
- Oversaw maintenance of client notes on internal CRM system to facilitate future strategies and key results.
- Surpassed sales and customer service targets, consistently exceeding established KPIs.
- Attended conferences and trade association meetings to represent company, build industry networks and promote new product lines.
Financial Co-ordinator
deVere Group
04.2008 - 01.2014
- Contact prospective clients either through existing clients or telemarketing regarding pensions, savings and investments
- Stay in touch with existing clients to ensure their requirements were being met.
- Maintained up-to-date knowledge of financial regulations and best practices, ensuring organisational compliance.
Education
Insurance Intermediaries Qualifying Examinations
VTC
Hong KongSecondary School -
Lutterworth College
Skills
Risk Assessment
Friendly, positive attitude
Teamwork and collaboration
Computer skills
Customer service
Flexible and adaptable
Multitasking
Projects
Volunteer at Villa Kunterbunt Lantau. Ongoing volunteer with a dog rescue charity based in Hong Kong.
Education
other
Interests
Cycling
Trail Running
Hiking
Volunteering with Animal charities
Timeline
Ambassador
WeRide Korea
02.2024 - 01.2025
Self Employed
Self Employed
01.2018 - Current
Sabbatcial
None
01.2018 - 12.2018
Wealth Manager
CBH Private Bank (Formerly TTG HK)
01.2017 - 01.2018
Business Development Manager
Acuma Hong Kong
01.2014 - 12.2016
Financial Co-ordinator
deVere Group
04.2008 - 01.2014
Secondary School -
Lutterworth College
Insurance Intermediaries Qualifying Examinations
VTC
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