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Dan HU

Dan HU

Finance and IT Assistant

Followers of Dan HU29 followers
location of Dan HUHong Kong SAR

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  • Timeline

  • About me

    友邦保險 Manager

  • Education

    • Macau University of Science and Technology

      2008 - 2012
      Bachelor's degree Finance and Financial Management Services

    • The Chinese University of Hong Kong

      2012 - 2013
      Master of Science (MSc) E-Commerce/Electronic Commerce

  • Experience

    • ChinaSprout, New York

      Jul 2011 - Aug 2011
      Finance and IT Assistant

      - Gathered financial statements statistics- Improved visual communications of the company’s website, added new products to the website and writing description for new products in both Chinese and English- Assisted various design projects such as product catalogs and cultural products- Managed and updated inventory stock and partnered with design team on sample development

    • AMTD

      Aug 2013 - Mar 2015
      Financial Planner

      - Provided professional service to existing and potential clients in a timely and professional manner- Helped customers effectively allocate and manage related investment assets- Provided pre and post-sales service, follow up and review with clients regularly- Managed relationships and build collaboration with business partners and internal departments- Obtained feedback from clients on the service delivered and recommend improvement plan for them as appropriate

    • 友邦保險

      Apr 2015 - now
      Manager

  • Licenses & Certifications

    • IIQE Insurance Intermediaries Qualifying Examination

    • 證券市場基礎知識 ； 發布證券研究報告業務

      中國證券業協會

    • Licensing Examination for SFC: Paper 1 Fundamentals of Securities and Futures Regulation

      Hong Kong Securities and Investment Institute