Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Skills
Microsoft Word, Excel and PowerPoint
Strong analytical, financial modeling, digital marketing, communication and presentation skills
AIA
Asset management
Bonds
Cantonese
Clients
Client
Fluent in English
Equity
Senior management
Financial
Financial modeling
Funds
Hewlett Packard
Insurance
Legal
Mandarin
Marketing
Market
Excel
PowerPoint
Microsoft Word
Enterprise
Organizational skills
Presentation skills
Pricing
Speaker
Reporting
Risk assessment
Structured
Work History
Management Director and Unit Manager, 03/2016 - Current Intapp – , ,
Hong Kong
Authorized representative of AIA’s insurance products.
Offered protection and insurance solution to individuals and families.
Lead and manage a team of four financial advisors.
Achieved Top of the Table (TOT) and Million Dollar Round Table (MDRT) recognition for three years in a row.
Managing Director, 02/2016 - Current Hsbc – , ,
Hong Kong
Built and manage external asset management (EAM) platform for KBR Fund Management Ltd.
Established EAM agreements and maintain relationships with private banks and custodians including UBS Hong Kong, Bank of Singapore, iFast Financial and Agricultural Bank of China International.
Manage discretionary accounts for affluent clients.
Build and maintain client relationships and continue to grow total asset under management.
Perform fundamental & technical investment analyses and make investment decisions.
Worked with company’s legal counsel to set up and manage 2 private equity funds since 2017.
Manage and supervise licensed representatives in their regulated activities and ensure compliance with regulatory requirements.
Premier Relationship Manager, 07/2014 - 01/2016 Bae Systems – , , Hong Kong
Manage investment portfolios of high net worth clients of HSBC Hong Kong at their Central Main Building.
Provide comprehensive asset management service via long, medium and short term wealth management solutions to clients.
Provide timely market updates, regular portfolio review, risk assessment and portfolio re-balancing for clients.
USD268M of asset under management - invested in mutual funds, bonds, stocks, currencies, structured products and insurance products.
Convoy Financial Group Hong Kong
Provide comprehensive wealth management service to clients.
Gather and analyze financial data and determine goals.
Develop, present, implement and monitor financial plans.
Provide discretionary portfolio management service to select clients.
Manage and train a team of financial consultants.
Supervise the team to help ensure consultants provide high standard of financial advisory service in compliance with regulatory requirements.
Senior Financial Analyst/ Lead Analyst/ Information Manager, 09/2000 - 07/2002 NA – , ,
Hong Kong
Responsible for coordinating and reporting the Asia Pacific Business Customer Organization financial results; overhauled the process around availability and speed of financial information by design and development of automated tools to improve efficiency; Involved in the country and regional target setting process; managed the Asia Pacific Cash Discount Program; took the lead for Asia Pacific financial projects.
Received superior performance review consistently through good planning & organizational skills, effective communication and work relationships with individuals and teams at all levels, including senior management.
Financial Analyst, 01/2000 - Hewlett Packard Asia Pacific Ltd – City, STATE,
Responsible for performing financial analyses on the enterprise systems of Hewlett Packard’s business computing division.
Constructed pricing models for new product lines, order forecasts for production and return on investment analyses on proposed investment projects.
Education
Master of Science: Strategies, Investment Management, Expected in January 2021 - The Wharton School, University of Pennsylvania - , GPA: Transformative Financial Services and
: , Expected in June 2016 - Kong University of Science and Technology - , GPA:
Postgraduate Diploma: Investment Management, Expected in May 2011 - School of Professional and Continuing Education, University of Hong Kong - , GPA:
Diploma: Financial Planning, Expected in August 2009 - - , GPA:
Master of Business Administration: , Expected in December 2003 - Fuqua School of Business, Duke University - , GPA:
Bachelor of Science: Business Administration, Expected in May 2000 - A. Haas School of Business, University of California - Berkeley, GPA:
Professional Certified Financial PlannerCM (Hong Kong and PRC), Certified Private Banker (CPBTM),
Qualifications Chartered Wealth Manager (CWMTM): , Expected in - City University of Hong Kong - , GPA:
Languages
Native Cantonese speaker, fluent in English and in Mandarin
Additional Information
Awards Gold Award, Idol of the Year Award and Best Professional Image Award
Benchmark Advisor of the Year Awards 2013 June 2013
WealthAsia Media
Gold Award, Outstanding Financial Management Planner Awards May 2013
Hong Kong Institute of Bankers
Star Employee Award for outstanding performance, awarded to top 10% employees
Hewlett Packard Company 2002
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School Attended
The Wharton School, University of Pennsylvania
Kong University of Science and Technology
School of Professional and Continuing Education, University of Hong Kong
Fuqua School of Business, Duke University
A. Haas School of Business, University of California
