Benny Lam

Experience

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  GC Alliance Limited

  Sept 2007 - Sept 2008

  Auditor

  i) Performed substantial testings and annual stock-taking to achieve the audit objectives and confirm the true and fair view of clients’ financial statement.ii) Conducted financial audit and the preparation of IPO in US stock market for clients mainly in Mainland China in a variety of industries including manufacturing, natural resource, property investment etc.iii) Provided accounting services to the clients to finalise their financial accounts.

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  Deloitte

  Sept 2008 - Jun 2013

  Senior Consultant

  i) Led and conducted internal controls reviews to provide recommendations to improve internal controls procedures for clientsii) Led and conducted various Sarbanes-Oxley engagements for SEC registrant and Japan-listed companies to review and assess the design and operating effectiveness of internal controls and to provide recommendations for improvement in core processesiii) Drafting proposal and engagement letter for potential engagementiv) Preparing the budgeting (man power and timeline) of each engagementv) Drafting and reviewing report of each engagementvi) Reviewing and advising the work done of fellow Show less

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  MassMutual Financial Group

  Jul 2013 - Mar 2019

  - Identify client financial needs and establish planning accordingly- Provide professional financial advice and services to my clients by making recommendations on ways to best utilise their money- Offer a wide range of service including wealth management & portfolio advices, investment planning, retirement planning, risk management planning, tax planning, estate planning and business succession planning (for business owner)- Provide individual estate and succession consulting and planning Show less

  • Unit Manager

    Jan 2017 - Mar 2019

  • Senior Financial Planning Manager

    Jul 2013 - Dec 2016
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  YF Life Insurance International Limited

  Mar 2019 - now

  District Manager

  - Identify client financial needs and establish planning according- Provide professional financial advise and services to my clients by making recommendations on ways to best utilise their money - Offer a wide range of services including wealth management and portfolio advices, investment planning, retirement planning, risk management planning, tax planning, estate planning and business succession planning (for business owner)- Provide individual estate and succession consulting and planning Show less