Experience

Value Partners Group

• Hong Kong
• Investment Management
• 1 - 100 Employee

• Senior Manager Quantitative solution

  • Oct 2018 - Present

  Responsible to market Value Partners’ products (Mutual Fund and ETF) to institutional, intermediary and retail clients. Tasked to grow revenue and AUM for ETF, authorized and unauthorized funds. Develop new distribution channels and establish relationship. Target clients are Wealth managers, Banks, Pension, Insurance company, Investment Trust, Family office and robo advisory, etc Main Duty • Oversee Value Partners' overall business development activities including formulating sales and marketing strategies, initiating product development ideas, and facilitating trading in both institutional and retail spaces • Institutional Client Level: Expand and develop institutional client relationships and partnerships in multiple Asian markets including Hong Kong, Taiwan, Korea, Malaysia and Singapore. • Retail Client Level: Organize investment seminars, CPT training and client education activities for distribution channels including retail banks, securities brokerages, IFAs and media to promote use of ETF • Liaise with both internal and external parties including company legal, external lawyer, participating dealers, market makers, trustee, custodian, listing agent, HKEx and SFC to ensure fund and ETF business run smoothly • Contribute on weekly investment column on local newspaper including Hong Kong Economic Journal and Am730.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • Apr 2014 - Oct 2018

  -2018 RCC Winner - Top Relationship Manager of the Year -Build and deepen relationship with affluent segment customers through delivering superior customer experience when handling product enquiries, financial transactions and operations -Introduce a wide range of banking and investment products to help the customers in building an effective portfolio that meets their financial needs -With the support of investment experts, offer proactive and personalized financial services to the affluent segment customers -Perform regular customer contact and portfolio review -Achieve individual’s and team’s sales targets -Comply with established policies and procedures to safeguard both bank’s and customers’ assets



FTLife Insurance Company Limited

• Hong Kong

• Sales Representative

  • 2012 - 2013