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Simon Hui profile image

Simon Hui

Relationship Manager at Coast Capital Savings
Intro Book
Simon Hui, a seasoned financial professional, holds a Master's degree in Finance from Curtin University, with expertise in Investments, Financial Planning, and Wealth Management, spanning over 2 years at Coast Capital Savings.
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Location
Surrey, British Columbia, Canada, CA
Languages
  • English -
  • Chinese (Simplified) -
Skills
  • Investments
  • Financial Planning
  • Insurance
  • Retirement Planning
  • Mutual Funds
  • Show all
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Bio

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Topline AI
Here is the polished third-person bio: Simon Hui is a seasoned finance expert with a proven track record of delivering results-driven financial solutions. With a Master's degree in Finance from Curtin University, Simon has honed his expertise in investments, financial planning, and risk management. His extensive experience spans over a decade, with notable stints at HSBC Bank Canada, Crius Financial Corporation, and Freedom 55 Financial. As a certified Relationship Manager and Premium Banker, Simon has a unique ability to build strong relationships with clients and drive business growth. Fluent in English and Chinese (Simplified), Simon brings a global perspective to his work.

Credentials

  • TEFL, LLQP, IFSE
    -

Experience

  • Coast Capital Savings
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • Nov 2021 - Present

    • Relationship Manager
      • Nov 2021 - Present

      Banking service, Insurance, Mortgage, Personal loan, etc.

  • HSBC Bank Canada
    • White Rock, Vancouver
    • HSBC Premium Banker
      • Mar 2018 - Feb 2022
      • White Rock, Vancouver

      Provide HELOC, Mortgage, Investment products, banking service, etc.

  • Crius Financial Corporation
    • Metrotown, Vancouver, BC
    • Sales Representative
      • Sep 2017 - Mar 2018
      • Metrotown, Vancouver, BC
  • Freedom 55 Financial
    • Vancouver, Canada Area
    • Financial Security Advisor
      • May 2016 - Aug 2017
      • Vancouver, Canada Area

      I assist my clients to increase their wealth as well as how to manage financial risk.

  • Bretwen Consulting Services
    • Zhuhai, Guangdong, China
    • Educational Services Manager
      • Jan 2009 - May 2010
      • Zhuhai, Guangdong, China

      I trained my team how to provide oversea university information for Chinese clients. We also conducted educational exhibition in China.

  • Beijing Normal University
    • Zhuhai, Guangdong, China
    • College English Teacher
      • Feb 2005 - Aug 2007
      • Zhuhai, Guangdong, China

      I taught college English. I also taught my year 2 college students how to cope with culture shocks when they studied in overseas. I was a coordinator between local Chinese teachers and foreign teachers. My colleagues and I conducted annual English competition.

  • Yuen Long Church of Christ
    • Hong Kong & China
    • Preacher
      • Oct 1984 - Dec 1990
      • Hong Kong & China

      Teaching the Bible at the local church. My co-worker and I would use English classes to teach our students about the Gospel. I also conducted difference level of classes such as adult, individuals, housewives, and teenage.

Education

  • 2014 - 2016
    Curtin University
  • 1996 - 1997
    Freed-Hardeman University
  • 1993 - 1996
    Faulkner University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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