Experience

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  Phillip securities group

  Oct 2006 - Apr 2013

  Manager

  ● Expanded and managed a dealing operation team and a business development team, scaling the department's staff from 7 to over 20 employees.● Provided oversight to the sales team, ensuring prompt and thorough client meetups in the Greater China area, resulting in enhanced client retention and increased referral cases.● Successfully secured a remarkable market share among the top-tiered Taiwanese brokerage companies by fostering responsive communication and establishing strong client relationships. Show less

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  Fulixin securities limited

  Oct 2013 - Jun 2014

  Responsible officer

  ● Held a key role within a family office, leading the investment arm through the entire process of acquiring a securities brokerage company. Oversaw the entire journey, from the initial stages to the successful completion of the Sales and Purchase Agreement and obtaining the required license approval from the local regulator.● Demonstrated exceptional organizational skills while collaborating with third-party vendors and providing strong leadership to various internal functional units, including accounting, compliance, and back-office teams. Ensured a seamless and efficient setup of an online securities trading system, encompassing the back office, starting from scratch. Show less

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  China frontier capital management limited

  Jul 2014 - Jun 2015

  Responsible officer

  ● Directed and supervised diverse functional units within the company to successfully establish a securities brokerage firm from the ground up. Ensured seamless coordination with the regulatory authorities until the license approval was obtained.● Initiated and took charge of establishing a cutting-edge online trading platform from inception, resulting in a substantial growth of the online customer base.

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  Genting hong kong limited

  Sept 2015 - Sept 2019

  Avp

  ● Played a key role in achieving significant growth in debit interest through efficient client relationship management in the securities margin financing business.● Took charge of leading the IT Team within the Group, ensuring seamless compliance of the securities trading platform with the latest regulatory requirements.

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  Phillip securities group

  Sept 2019 - Feb 2023

  Senior manager

  ● Achieved an exceptional revenue growth by optimizing the client experience in securities brokerage, streamlining dealing processes, and fortifying our reputation among intermediaries.● Successfully expanded the client base through the development of innovative products and the introduction of well-suited investment asset classes tailored to high-net-worth individuals' specific investment appetites.● Demonstrated a commitment to client satisfaction by organizing regular client meetups and proactively addressing inquiries and needs.● Led the implementation of a comprehensive sales and management dashboard and advanced data analytics tools like MS Power BI. This resulted in heightened client service levels and an enriched portfolio of product offerings. Show less

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  Walker crips

  Sept 2023 - now

  Change management manager

  ● work closely with senior leadership to ensure the successful delivery of change programmes. ● a key role to manage in the success of organisational change in ensuring that projects and initiatives meet objectives on time and on budget by increasing employee adoption and usage such as changes to business processes, technologies, organisational structure, job roles and systems.● mission to prepare the organisation for change to realise maximum benefits & ROI and to mitigate any negative impacts to both internal staff and external customers. ● implement change management strategies, keep track of projects and progress, to ensure a faster rate of adoption, minimising resistance to change, and ensuring projects advance. Show less