Resume

• AIA Branch Manager

• Worked at Convoy Financial Services from 2007 to 2010, promoted to Chief Financial Planner

• Client Manager at Bank of China (Hong Kong) and HSBC from 2010 to 2016, managing assets over HKD 2 billion

• Started managing private equity funds in 2016, with an average annual return of over 20%

 

• Featured in multiple interviews by major financial media, including “Capital”, “Metro Finance Digital”, “HKET” and “EDigest"

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Honors and Qualifications

• Multiple times MDRT "Million Dollar Round Table" member

• Premier Agency Leader (PAL)

• Hong Kong Baptist University — Guest Lecturer

• Rated as top 1% global outstanding insurance and financial planning professionals in the first month of 2017