Experience

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  iFAST Financial (Hong Kong) Limited

  • Hong Kong SAR

  • Director Of Operations

    • Dec 2020 - Jul 2021
    • Hong Kong SAR

    • To work on the eMPF project• To work closely with PCCW in designing the entire eMPF platform based on the requirement of MPFA • To prepare and review User Specification of some of the MPF processes for the eMPF system development in accordance with the common standards specified by MPFA• To par...

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  Bank of East Asia (Trustees) Limited

  • Hong Kong

  • Funds Operations & Compliance Manager

    • Mar 2015 - Nov 2020
    • Hong Kong

    • To administer the dealing operation team including the JPMorgan unit trusts and BEA Union Investment Series unit trusts, ORSO schemes and maintenance funds. Perform client onboarding, maintenance, transaction processing, settlement, cash movement, cash reconciliation, reporting• To review fund ...

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  Ageas Insurance Company (Asia) Limited

  • Hong Kong

  • Unit Manager

    • Jul 2014 - Jan 2015
    • Hong Kong

    • To market sales of life insurance, general insurance, Mandatory Provident Fund and investment products to corporate clients and individuals• To ensure after sales services are delivered to clients• To develop and expand the network of clientele• To recruit sales agents and expand the current wo...

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  Bestserve Financial Limited

  • Hong Kong

  • Senior Manager

    • Jan 2011 - May 2014
    • Hong Kong

    Client Servicing• To perform client servicing duties: Addressing clients’ concerns on a timely basis; modifying forms’ for clients to cater for specific requirement; providing quality and satisfactory service to clients in order to retain and earn referrals from existing clients; visiting clients...

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  Mercer (Hong Kong) Limited

  • Hong Kong

  • Manager

    • Oct 2007 - Dec 2010
    • Hong Kong

    Client Servicing• To manage client expectations and raise issues to consultants, management• To report scheme activities to employers and trustees in trustee meetings• To prepare monthly, quarterly and annual reports on schemes performance for employers and trustees• To handle RFI, RFP from prosp...

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  HSBC Institutional Trust Services (Asia) Limited

  • Hong Kong

  • Assistant Manager

    • Aug 2004 - Oct 2007
    • Hong Kong

    • To lead a team of twelve administrators in the pension fund administration department• To ensure all trades and settlements are processed correctly and on a timely basis• To perform due diligence on retirement scheme administrator in a role of trustee• To work closely with other departments in ...

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  Bank of Bermuda Limited

  • Hong Kong

  • Senior Officer

    • Aug 2001 - Jul 2004
    • Hong Kong

    • To supervise and look after the daily operation of a team of administrators• To review works completed by administrators to ensure all instructions, such as switching, enrollments, benefit payments and other requests from members are processed within the standard of the service level agreement•...

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  HSBC Life (International) Limited

  • Hong Kong

  • Supervisor

    • Aug 2000 - Jul 2001
    • Hong Kong

    • To prepare registration documents for customers and liaise with government authority in respect of scheme registration and re-registration in the Occupational Retirement Schemes division• To ensure all applications are dealt with in a timely basis• Also responsible for issuing policies for reti...

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  Ontario Pension Board

  • Toronto, Canada Area

  • Senior Pension Analyst / Trainer

    • Jan 1991 - Jul 2000
    • Toronto, Canada Area

    • To calculate pension contribution and entitlements for plan members upon termination in accordance with the Public Service Pension Act, Ontario Pension Benefits Act, Canadian Income Tax Act, and the Family Laws Act• To look after funds transfer among pension plans• Responsible for reviewing cal...

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  Ministry of Government Services -- Employee Pen...

  • Toronto, Canada Area

  • Pension Analyst

    • Aug 1989 - Dec 1990
    • Toronto, Canada Area

    • Responsible for inquiries from government agencies, ministries and plan members regarding pension entitlements and benefits• To process termination entitlements and fund transfers following provincial and federal legislation, policies and procedures• To provide customer services and support

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  Scarborough Nissan Ltd.

  • Toronto, Canada Area

  • Sales Consultant

    • Oct 1988 - Jul 1989
    • Toronto, Canada Area

    • Responsible for demonstration and answering inquiries from potential clients• To assist customers in selecting the right vehicle• To help customers in budgeting monthly expenses in different payment plans• To participate in Nissan promotion sales and to provide support to other staffs in closin...

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  Super Engineering Co. (Nigeria) Ltd.

  • Nigeria

  • Maintenance Engineer

    • Sep 1987 - Sep 1988
    • Nigeria

    • Responsible for the installation and repair of machinery• To ensure the smooth functioning of machinery and to modify older machinery to improve production• Responsible for inventory control of both spare parts for machinery and raw material for production• In charge of the maintenance team in ...

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  Montreal General Hospital Research Institute

  • Montreal, Canada Area

  • Research Assistant

    • May 1986 - Aug 1987
    • Montreal, Canada Area

    • To assist an engineer and three doctors in various projects related to plastic surgery for hip and knee replacement• To test the strength and fatigue properties of human bone and bone cements• To examine the effectiveness of different bone cements in human body• To participate in the research o...