Kelvin Tsoi

Private Wealth Management - Investment Counsellor at CMB International
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong SAR, HK
Languages
  • Putonghua Native or bilingual proficiency
  • Cantonese Native or bilingual proficiency
  • English Professional working proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    Jun, 2018
    - Nov, 2024

Experience

  • CMB International
    • Hong Kong
    • Financial Services
    • 200 - 300 Employee
    • Private Wealth Management - Investment Counsellor
      • Jun 2022 - Present

    • Private Wealth Management Intern - IC Team
      • Aug 2021 - Jun 2022

  • Natixis Investment Managers
    • United States
    • Financial Services
    • 700 & Above Employee
    • Asset Management Intern
      • Jan 2021 - Jun 2021

  • UniCredit
    • Italy
    • Banking
    • 700 & Above Employee
    • Financial Institution Group Intern, Corporate and Investment Banking
      • Jun 2020 - Sep 2020

  • Invbots (Invest Bots Limited)
    • Hong Kong
    • Investment Management
    • 1 - 100 Employee
    • Equity Research Analyst
      • Oct 2019 - Jan 2020

  • Hang Seng Bank
    • Hong Kong
    • Banking
    • 700 & Above Employee
    • Financial Control Analyst
      • Jul 2019 - Dec 2019

  • The Economics Students' Society, HKUSTSU
    • Education Administration Programs
    • Internal Vice-Chairperson
      • Dec 2017 - Apr 2019

  • Noah Holdings
    • China
    • Financial Services
    • 1 - 100 Employee
    • Asset Management Investment Operation Intern
      • Nov 2018 - Feb 2019

  • HKUST Business School
    • Hong Kong
    • Higher Education
    • 100 - 200 Employee
    • Student Ambassador
      • Dec 2017 - Jul 2018

Education

  • The Hong Kong University of Science and Technology
    Bachelor of Business Administration - BBA, Finance and Economics
    2017 - 2021
  • Shatin Tsung Tsin Secondary School
    2011 - 2017

Community

You need to have a working account to view this content. Click here to join now