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Kimmy Wong
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Bio
Credentials
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Advanced Certificate for ECF on Anti-Money Laundering and Counter-Financing of Terrorism (AAMLP)
The Hong Kong Institute of Bankers
Experience
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Wisdom Group Holdings Limited
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Hong Kong SAR
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Operations Officer, Compliance
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Jul 2022 - Jul 2023
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Hong Kong SAR
- Performed day to day compliance operation- SFC licensing, enquiries - Carried out and cross-checked in-house staff dealing policy and resolved enquires- Checked and reviewed KYC forms, and performed AML checking and trade surveillance- Maintained and updated company statutory documents
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Skymont Capital
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Hong Kong SAR
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Executive Assistant
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Jun 2021 - May 2022
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Hong Kong SAR
- Provided secretarial and administrative support to the senior management, including meeting scheduling, travel arrangement, expenses claim;- Drafted agendas/minutes/resolutions and tracked key action items to meet organizational objectives;- Prepared and updated relevant documents and reports, handling confidential reports/correspondences/records; and- Performed ad hoc tasks assigned by management.
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ZACD Group Ltd
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Hong Kong SAR
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Office Manager cum Relationship Manager
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Oct 2017 - Jun 2021
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Hong Kong SAR
- Managed CFO's calendar, handled personal matters and expense claims- Coordinated and set up meeting with headquarters- Facilitated the communication between Hong Kong and Singapore office - Managed Hong Kong office to provide full spectrum of logistics, secretarial, accounting supports, and SFC filings
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Education
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University of Central Lancashire
Bachelor's degree
Suggested Services
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Industry Focus. “Financial Services”
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