Experience

• 

  Wonder Capital Group

  • Investment Management
  • 1 - 100 Employee

  • Director, Investment and Research

    • Jan 2022 - Present

  • Product and Research Manager

    • Sep 2017 - Mar 2022

• 

  Janus Henderson Investors U.S.

  • Hong Kong

  • Associate

    • Feb 2016 - Sep 2017
    • Hong Kong

• 

  East Park Management Co. Ltd

  • Analyst

    • Sep 2012 - Oct 2015

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  Bank of China, Shanghai

  • Shanghai

  • Summer Intern in Wealth Management

    • Jul 2011 - Aug 2011
    • Shanghai

    Experience:Assist financial advisors with day-to-day activities; such as preparing proposals and presentations.Conduct research on mutual funds based on criterion set by financial advisor.Contact sales representatives of the funds and compile an analysis report for recommendations; in which several recommendations led to cliental considerations.

• 

  Bank of China (Hong Kong)

  • Junior Researcher and Analyst in Telemarketing

    • Jun 2011 - Jul 2011

    - Performed monthly call monitoring on telemarketing sales across Hong Kong and Mainland China; analyzed monthly performance and internal control.- Participated in redesigning reward and benefit schemes; implementation aims to motivate and improve quality of services.- Performed monthly benchmarking analysis on competitor’s services; analysis led to greater awareness of our competitors; how BOCHK can strategically position itself to gain competitive advantage.- Chinese to England translation on internal documents and reports.

• 

  Standard Chartered Bank, Singapore

  • Singapore

  • Intern

    • Jun 2010 - Aug 2010
    • Singapore

    Standard Chartered Strategy Masterclass(2010):Corporate Social Responsibility (CSR) Team:- Performed research on the Gen-Y and identified characteristics that SCB should target; implementation hopes to attract more Gen-Y customers via youth marketing strategies.- Participated in a team of interns on constructing banking services that revolves on our proposed marketing strategies; implementation aims to promote Standard Chartered Brand through CSR.- Participated on the project to raise awareness on the cause - ‘Seeing is Believing’ – partners of SCB; implementation led to successful promotion through Liverpool Football Club in the end of 2010.