Over 15 years’ experience as a relationship manager and banker, serving both retail and private banking high-net-worth customers in Hong Kong
Director of a charitable foundation in Hong Kong
BA (Hons) in Business Studies – The Hong Kong Polytechnic University, Hong Kong
Qualifications/Certificates: Associate Exam – Investment, Monetary & Financial System and Banking Certificate – Hong Kong Institute of Bankers, Insurance Intermediaries Quality Assurance Scheme, Hong Kong Securities & Investment Institute Foundation Programme Exam, Certified Private Wealth Professional Module 1 (Paper 1), Certified Private Wealth Professional Module 1 (Paper 1) and Certified Private Wealth Professional Module 2
Currently working on an Investment Advice diploma in the UK
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