Charles Leung
Assistant Regional Manager, APAC at Generali Asia- Claim this Profile
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Cantonese Native or bilingual proficiency
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Mandarin Professional working proficiency
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English Professional working proficiency
Topline Score
Bio
Dr. Shivani Sarwal
Charles is a dynamic and enthusiastic young professional. One can trust him for timely delivery of assigned projects with absolute focus on quality. I found him highly dependable. He has excellent ability to work across cross functional teams. He takes initiative, has great project management capabilities and is nimble. He would be an asset to any team, organisation. Wishing him good luck.
David V. Cabral
I hired Charles to support the Life & Health Team and Technical Accounting. Within his first week, he identified areas that needed to be strengthened and helped increase cashflow. This was his first experience working for a reinsurer, but he quickly grasped successful portfolio management. Charles is an enthusiastic knowledge sponge and is always willing to learn. With the right mentors, he will go far.
Dr. Shivani Sarwal
Charles is a dynamic and enthusiastic young professional. One can trust him for timely delivery of assigned projects with absolute focus on quality. I found him highly dependable. He has excellent ability to work across cross functional teams. He takes initiative, has great project management capabilities and is nimble. He would be an asset to any team, organisation. Wishing him good luck.
David V. Cabral
I hired Charles to support the Life & Health Team and Technical Accounting. Within his first week, he identified areas that needed to be strengthened and helped increase cashflow. This was his first experience working for a reinsurer, but he quickly grasped successful portfolio management. Charles is an enthusiastic knowledge sponge and is always willing to learn. With the right mentors, he will go far.
Dr. Shivani Sarwal
Charles is a dynamic and enthusiastic young professional. One can trust him for timely delivery of assigned projects with absolute focus on quality. I found him highly dependable. He has excellent ability to work across cross functional teams. He takes initiative, has great project management capabilities and is nimble. He would be an asset to any team, organisation. Wishing him good luck.
David V. Cabral
I hired Charles to support the Life & Health Team and Technical Accounting. Within his first week, he identified areas that needed to be strengthened and helped increase cashflow. This was his first experience working for a reinsurer, but he quickly grasped successful portfolio management. Charles is an enthusiastic knowledge sponge and is always willing to learn. With the right mentors, he will go far.
Dr. Shivani Sarwal
Charles is a dynamic and enthusiastic young professional. One can trust him for timely delivery of assigned projects with absolute focus on quality. I found him highly dependable. He has excellent ability to work across cross functional teams. He takes initiative, has great project management capabilities and is nimble. He would be an asset to any team, organisation. Wishing him good luck.
David V. Cabral
I hired Charles to support the Life & Health Team and Technical Accounting. Within his first week, he identified areas that needed to be strengthened and helped increase cashflow. This was his first experience working for a reinsurer, but he quickly grasped successful portfolio management. Charles is an enthusiastic knowledge sponge and is always willing to learn. With the right mentors, he will go far.
Credentials
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Everybody's Introduction to Tableau
linkedin learningSep, 2023- Nov, 2024 -
PMI Certified Program: Excel Business Intelligence: Power Query
Project Management InstituteNov, 2021- Nov, 2024 -
Excel: Introduction to Macros and VBA
linkedin learningSep, 2021- Nov, 2024 -
Excel: Power Query (Get & Transform)
linkedin learningAug, 2021- Nov, 2024 -
Student Member
CPA AustraliaAug, 2021- Nov, 2024 -
Bloomberg Market Concepts
Bloomberg LPJan, 2019- Nov, 2024 -
Programming for Everybody (Getting Started with Python)
University of MichiganAug, 2018- Nov, 2024 -
Certification of Outstanding Investment Research
CFA InstituteJan, 2018- Nov, 2024 -
HKICPA Examination in BAFS
HKICPA -
IIQE Paper1 - Principles & Practice of Insurance Association
Hong Kong Insurance Authority -
IIQE Paper3 - Investment Linked Long Term Insurance
Hong Kong Insurance Authority -
LCCI International Qualification Level 1
LCCI International Qualifications
Experience
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Generali Asia
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Hong Kong
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Insurance
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1 - 100 Employee
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Assistant Regional Manager, APAC
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Jul 2023 - Present
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Senior Strategic Planning Analyst - APAC, Global Biz Line
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Dec 2021 - Jul 2023
Business Finance Partnering with General Insurance business for Asia-Hong Kong-China-Thailand-Middle East-Vietnam-Australia -India-Singapore -Malaysia
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Scotiabank
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Canada
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Banking
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700 & Above Employee
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Senior Financial Analyst, Global Banking & Markets
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2021 - 2021
Multi-product Portfolio: (FICC, Equity & Syndicated Loan) Multi-product Portfolio: (FICC, Equity & Syndicated Loan)
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Peak Re
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Hong Kong
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Insurance
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100 - 200 Employee
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Associate, L&H Technical Accounting & Portfolio Analysis
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Sep 2019 - Sep 2020
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AXA Insurance Company
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United States
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Insurance
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400 - 500 Employee
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Assistant Financial Analyst, Business Finance (Semester Job)
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Jun 2018 - Jun 2019
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CFA Society Hong Kong
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Hong Kong
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Non-profit Organizations
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1 - 100 Employee
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HSUHK Research Lead, CFA Investment Research Challenge
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Oct 2017 - Mar 2018
Leading HSUHK Equity Research Team to conduct sell-side equity research analysis Target Company: HKEX (HK Equity 388) -Financial Modelling (DCF Model, Relative Valuation) -Marco-Economic Analysis -SWOT Analysis -Five Force Porter's Analysis Leading HSUHK Equity Research Team to conduct sell-side equity research analysis Target Company: HKEX (HK Equity 388) -Financial Modelling (DCF Model, Relative Valuation) -Marco-Economic Analysis -SWOT Analysis -Five Force Porter's Analysis
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Education
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2015 - 2019
The Hang Seng University of Hong Kong
Bachelor of Business Administration - BBA (Honours), Banking and Finance
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