Experience

China Exchanges Services Company Limited (CESC)

• Hong Kong
• Financial Services
• 1 - 100 Employee

• Index Manager

  • Jul 2017 - Present

  Lead the Belt and Road project.Design and execute related data collection, data analysis and data report writing for the project.Key analyst in the Belt and Road Index compilation.

• Index Officer

  • Apr 2016 - Jun 2017

  Assist in research and development of flagship indices;Compile customized indices to asset management companies for ETFs / derivative products launching; Daily index operation and maintenance; Perform regular index reviews and prepare index reports;Prepare research papers / presentation materials for managements in company promotional events, such as joint seminars / marketing events with Exchanges.



Phillip Securities Pte Ltd

• Malaysia
• Financial Services
• 300 - 400 Employee

• Assistant Portfolio Manager

  • Dec 2014 - Jul 2015

  Assist CIO in managing both HK stock and unit trust portfolios, for CIES and high net wealth clients.Execute HK stock trade by own system and unit trust trade by iFast platform.Prepare monthly newletter and factsheet for HK stock and unit trust portfolios.Meet listing company management for company information.Meet existing clients for portfolio review and investment prospect.Organize and participate in investment seminars for retail clients.Stock picks and commentary to media, eg hket.

• Research Analyst

  • Apr 2014 - Dec 2014

  Write research reports which focused on Internet Servicing companies every 1-2 weeks;Stock pick for the research department everyday and stock presentation to dealers twice a week;Check for dealers / agents commentaries before posting;Attend announcement seminars / IPO luncheons of listed companies and draft short notes;Contact with IR intermediaries for company presentation invitation of listed companies;Answer enquiry from reporters for the sector as well as on the macroeconomics of HK;Liaise with mainland analysts for research related issues. Other operational admin works.

• Corporate & Institutional Sales

  • Jul 2013 - Apr 2014

  Assist in institutional dealing services;Help in global equity dealing and MO operations;Handle clients and agents incoming phone enquiry for global equities;Focused market: Thailand, Taiwan, Singapore.Meet institutional clients especially B2B clients for cooperation opportunities, eg trading system, FIX connections, IPO financing and placement etc;Assist in research stock picks.



Hang Seng Bank

• Hong Kong
• Banking
• 700 & Above Employee

• Financial Services Trainee

  • Jan 2013 - Jun 2013

  Assist in daily banking operation in branch;Conduct financial planning consultation and policy review to clients as well as promote banking and insurance products to them. Assist in daily banking operation in branch;Conduct financial planning consultation and policy review to clients as well as promote banking and insurance products to them.



BOCI-Prudential Trustee Limited

• Hong Kong
• Financial Services
• 1 - 100 Employee

• Client Service Administrator

  • Sep 2011 - Nov 2012

  Assist in handle client’s MPF enquiries. Assist in handle client’s MPF enquiries.



Centaline Financial Services Limited中原理財

• Hong Kong
• Financial Services
• 1 - 100 Employee

• Senior Financial Planning Consultant

  • Dec 2010 - Apr 2011

  Invite existing property customers for financial planning consultation and cross-sell wealth management products. Invite existing property customers for financial planning consultation and cross-sell wealth management products.