
Timeline
About me
Executive Director
Education

Cfa institute
2000 - 2002Cfa
香港中文大學
2003 - 2005Master of business administration - mba
Experience

東亞銀行
Jul 1997 - Sept 2000Assistant manager
花旗集團
Oct 2000 - Jan 2003Business development managerCommercial Banking

渣打銀行
Jan 2003 - Jun 2016Executive directorPrivate Banking

瑞士信貸
Jun 2016 - Jul 2018Executive directorPrivate Banking

瑞銀環球資產管理
Jul 2018 - Apr 2020Executive directorPrivate Banking

Hope chain asset management co. ltd.
Apr 2020 - nowIndependent financial advisorExternal Asset Manager
Licenses & Certifications
.webp)
Cpwp
Private wealth management association (pwma)Jun 2015
Languages
- caCantonese
- maMandarin
- enEnglish
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