Phil Lo

Phil Lo

Advisory Intern, Financial Services Risk Management

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location of Phil LoHong Kong SAR

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  • Timeline

  • About me

    Sales and Channel Development Manager at HSBC Life

  • Education

    • University of Mannheim

      2016 - 2016
      Bachelor of Business Administration - BBA

      Semester Exchange Program

    • City University of Hong Kong

      2014 - 2019
      Bachelor of Business Administration - BBA Business Analysis
  • Experience

    • EY

      Sept 2017 - Dec 2017
      Advisory Intern, Financial Services Risk Management
    • TransUnion

      Jun 2018 - Aug 2018
      Analytics Intern, Innoative Solutions Group
    • Hang Seng Bank

      Sept 2018 - Jan 2019
      Credit Analyst Intern, Financial Institutions Group, Global Banking
    • FWD Insurance

      May 2019 - Jul 2019
      Intern, Alternative Distribution
    • HSBC

      Jul 2019 - now
      • Manager, Sales and Channel Development, Distribution, HSBC Life

        Jun 2021 - now
      • Global Graduate Trainee, Wealth and Personal Banking

        Jul 2019 - Jun 2021
  • Licenses & Certifications

    • Associate, Life Management Institute (ALMI)

      LOMA
      Mar 2024
    • SAS Certified Advanced Programmer for SAS 9

      SAS
      Jun 2017
  • Honors & Awards

    • Awarded to Phil Lo
      Dean's List College of Business, City University of Hong Kong Jul 2018 Demonstrated outstanding academic performance with SGPA 3.7 or above in Year 2017/18 Semester B of study.
    • Awarded to Phil Lo
      Champion of Beijing-HK University Student Big Data Modeling Competition Renmin University of China & City University of Hong Kong May 2016 Coordinated the team’s efforts to produce strategic customer segmentation for PetroChina based on our cluster analysis results with an oral presentation in Mandarin in Beijing
  • Volunteer Experience

    • Student Representative of Business College Board

      Issued by City University of Hong Kong on Sept 2017
      City University of Hong KongAssociated with Phil Lo