Experience

Association of Family Offices in Asia
• Hong Kong
• Non-profit Organizations
• 1 - 100 Employee
• Greater Bay Area Secretary

  • Feb 2021 - Present

Family Offices in Qianhai
• Director / Partner

  • Nov 2015 - Present


Convoy Financial Group

• Associate Director

  • Jun 2013 - Aug 2017

  • Developed customer resources and provided comprehensive financial advisory services to clients on a platform that has 100 financial institutions and 1,000 products to create financial plans to meet clients' wealth management needs • Received multiple awards and achieved four promotion opportunities within a year and a half due to outstanding performance • Led a team of nearly 20 people and ranked second among teams at the same level • Promoted to the highest level of consultancy, i.e., Associate Director, in February 2015 Show less



Baydonhill plc, London

• Reconciliations Clerk – Accounts

  • May 2010 - Aug 2010

  • Baydonhill is the UK’s only publicly listed FX and overseas mortgages specialist. Prepared high volumes of multi-currency accounts and reconciled over 1,000 FX transactions between cashbooks and bank statements for both corporate and private clients on a daily basis • Undertook other tasks when requested due to demanding auditor requirements • Baydonhill is the UK’s only publicly listed FX and overseas mortgages specialist. Prepared high volumes of multi-currency accounts and reconciled over 1,000 FX transactions between cashbooks and bank statements for both corporate and private clients on a daily basis • Undertook other tasks when requested due to demanding auditor requirements



HSBC Securities Services (UK) Ltd

• Fund Administrator – Settlements, Global Banking and Markets (IBD)

  • Nov 2009 - Mar 2010

  • Executed and settled equity-backed FX and MM trades on behalf of brokers working with institutional clients, including hedge funds e.g. Gartmore. Changed tasks among team members on a weekly basis thus enhancing learning of different systems and procedures, and understanding of static data • Liaised with client dealers, broker counterparties, custodians and internal departments such as Treasury, Fund Control and Reconciliations to investigate and resolve failing trades and pre-matching issues • Monitored and input transactions of fund of funds with both share class and asset class hedging in line with regulatory procedures and controls Show less



The Royal Bank of Scotland Group

• United Kingdom
• Insurance
• 1 - 100 Employee

• Data Analyst – Chief Operating Office, Business and Commercial Banking

  • Aug 2009 - Oct 2009

  • Utilised back office systems to streamline data analysis processes in the valuation of property portfolio • Initiated solutions when completing data gaps and input data onto Excel spreadsheets • Crosschecked and investigated large datasets of information to minimise front line delays • Utilised back office systems to streamline data analysis processes in the valuation of property portfolio • Initiated solutions when completing data gaps and input data onto Excel spreadsheets • Crosschecked and investigated large datasets of information to minimise front line delays



The Bank of New York Mellon (International) Ltd

• Reconciliations Analyst – Asset Servicing

  • Oct 2007 - Nov 2008

  • Assisted in the control of both financial and accounting flows from mutual funds personally on behalf of the company’s two main clients, Credit Suisse and Skandia, in accordance with agreed service level standards, FSA regulations and industry best practice • Prepared cash and stock reconciliations and rectified exceptions and discrepancies by liaising with colleagues in Investor Services, Dealing and Settlements teams, within regulatory timescales • Succeeded in reducing complicated and historical exceptions from 300 to 50 over a 3 month period and commended by management for exemplary effort • Trained a colleague to investigate and verify that the cheques issued for each client company match those of the correspondent bank accounts Show less

• Data Administrator – Regulatory Risk, UK Retail

  • Mar 2007 - Oct 2007

  • Effectively collated information from back office systems undertaking research and appropriate risk analysis • Effectively collated information from back office systems undertaking research and appropriate risk analysis