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Steve Lam AFA CWM FRM QRA

Steve Lam AFA CWM FRM QRA

Followers of Steve Lam AFA CWM FRM QRA668 followers
location of Steve Lam AFA CWM FRM QRAShanghai, China

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  • Timeline

  • About me

    General Manager at Ziwei Enterprise Management (Shanghai) Limited

  • Education

    • PSB Paris School of Business

      2017 - 2022
      Doctor of Business Administration (Candidate) Business Administration and Management, General

    • Massachusetts Institute of Technology

      2016 - 2016
      Fintech Certificate Course: Future Commerce

    • University of Oxford

      2018 - 2018
      Oxford Fintech Programme Fintech

    • Hong Kong University of Science and Technology - School of Business and Management

      1999 - 2002
      Bachelor of Business Administration (BBA) Finance Second Upper Class Honor

      Activities and Societies: - Person in Charge, HKUST 10th Anniversary Celebration Organizing Committee - Councilor, HKUST Students’ Union Council - Vice-Chairperson, HKUST Business Students’ Union

  • Experience

    • HSBC

      Sept 2002 - Oct 2006

      • Assistant Manager Customer Segment

        Apr 2005 - Oct 2006

      • Wealth Management Development Officer

        Mar 2004 - Mar 2005

      • Trainee

        Sept 2002 - Feb 2004

    • Standard Chartered Bank

      Nov 2006 - Aug 2009
      SME Product Manager

    • AIA

      Sept 2009 - Oct 2012
      Senior Business Manager

      - 2012, The 28th Sumit Club, Qualifier, American International Assurance Company (Bermuda) Limited- 2012, Commercial Leaders Club, Qualifer, Chartis Insurance Hong Kong Limited- 2011, Top Agent 2011 Credit Card, 1st Runner Up, China Construction Bank (Asia) Corporation Limited- 2011, Very Important Agent, Qualifer, Chartis Insurance Hong Kong Limited- 2010, President's Conference 2010, Qualifer, Chartis Insurance Hong Kong Limited- 2009, 1st Challenge Award 2009, American International Assurance Company (Bermuda) Limited- 2009, Early Success Award, Top Case, American International Assurance Company (Bermuda) Limited Show less

    • Standard Chartered Bank

      Oct 2012 - Jun 2016

      • Director, Sales and Portfolio Management, Business Banking

        Apr 2015 - Jun 2016

      • Head, Business Strategy and Segment Solutions, Business Clients

        Apr 2014 - Mar 2015

      • Head of Cash, NFI & Channel, SME Banking

        Oct 2012 - Mar 2014

    • Ziwei Enterprise Management (Shanghai) Limited

      Jun 2016 - now
      General Manager

      www.sme.vip

    • Www.zw-finance.com 籽微金融

      Jun 2016 - Dec 2019
      Founder & CEO

      籽因有你 成就小微籽微贷 www.zwdai.com籽慧科技 www.zw-fintech.com

    • 问鼎财富（厦门）网络借贷信息中介服务有限公司

      Jul 2018 - Dec 2021
      Chief Executive Officer

      加法口袋 www.jiafakoudai.com

    • Guoyi (Xiamen) Investment Co., Ltd.

      Jan 2021 - now
      General Manager

      Main projects:- Commercial real estate mergers and acquisitions- Restructuring and disposal of non-performing assets- Cross-border trade, supply chain finance- Project consultancy and financing

  • Licenses & Certifications

    • Accredited Financial Analyst (AFA)

      GAFM Global Academy of Finance and Management ®
      Jun 2018

    • Oxford Fintech Programme

      The University of Oxford Saïd Business School
      Jun 2018
      View certificate certificate

    • QUALIFIED RETIREMENT ADVISER

      The Institute of Financial Planners of Hong Kong
      Apr 2020
      View certificate certificate

    • MIT Fintech: Future Commerce online course

      Massachusetts Institute of Technology
      Dec 2016
      View certificate certificate

    • Financial Risk Manager (FRM)

      Global Association of Risk Professionals
      Apr 2007
      View certificate certificate

    • Chartered Wealth Manager (CWM)

      AAFM American Academy of Financial Management
      Nov 2009

  • Honors & Awards

    • Awarded to Steve Lam AFA CWM FRM QRA
      Dean's List Award Hong Kong University of Science and Technology May 2002

  • Volunteer Experience

    • Executive President

      Issued by Shanghai Alumni Association of the Hong Kong University of Science and Technology on Jan 2018
      Shanghai Alumni Association of the Hong Kong University of Science and TechnologyAssociated with Steve Lam AFA CWM FRM QRA

    • Vice President

      Issued by Overseas Chinese Enterprises Assoication (OECA) on Feb 2025
      Overseas Chinese Enterprises Assoication (OECA)Associated with Steve Lam AFA CWM FRM QRA

    • Executive Committee Member

      Issued by Shanghai Putuo Hong Kong Association on Feb 2024
      Shanghai Putuo Hong Kong AssociationAssociated with Steve Lam AFA CWM FRM QRA

    • Coordinator

      Issued by China Synergy Programme for Outstanding Youth on Jul 2005
      China Synergy Programme for Outstanding YouthAssociated with Steve Lam AFA CWM FRM QRA

    • Business Adviser of Company Programme

      Issued by Junior Achievement Hong Kong on Sept 2006
      Junior Achievement Hong KongAssociated with Steve Lam AFA CWM FRM QRA