Sales Assistant UHNW

BBA ECON & FIN

協助個人制定職涯發展計劃，提供相關建議與支援。

職涯規劃

運用良好的溝通技巧、人際關係維護技巧，建立與維護良好的人際關係。

關係維護

以良好的溝通技巧和談判技巧，達成合作或交易。

商業談判

金融及保險活動

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UHNW Sales Assistant 

I am passionate about private wealth management and investment strategies. Currently I work as a Sales Assistant in ibank, assisting Team Head and EDs to serve our existing UHNW individuals and institutions. 

Before that I was Relationship Officer (ARM) in Private Banking. I join the industry by being selected over hundreds of applicants to be a PWMA PB Apprentice and rotated via different teams from back to front office to gain a holistic understanding of private banking. During my university life, I was a scholarships awardee (see below) and showcased solid financial knowledge and analytical skills by excelling in global and regional competitions. Besides, Substantial WAM and business working experience were acquired in financial hubs, HK and London. 

I am an optimistic, motivated and responsible person. ‘Work hard play hard’ is always my motto! Apart from undergoing professional qualification exams, I am a fanatic of music, sports and volunteering. 

I speak fluently in English, Manderin and Cantonese. Feel free to connect! 

Sales Assistant at CMBI

CHRO

Paul was the Group Head of Human Resources of Hong Kong Exchange before becoming the Founder and Principal Consultant of Twoplus Consulting, a HK-based organization development and training firm that specializes in leadership development, diversity & inclusion, organization culture and HR strategy.  Prior to Hong Kong Exchange, Paul has spent almost 20 years at Goldman Sachs as Managing Director in Human Capital Management division, and was responsible for Goldman Sachs University and Talent Branding in addition to his broad leadership capacity in the organization.  Paul spent his early careers as a business and IT consultant at Andersen Consulting, an officer in Credit department of JP Morgan Trust, and also a re-engineering consultant for Industrial Bank of Japan in New York and London for its merger and acquisition transition into Mizuho.

He has been advising senior executives of corporates and non-profit organizations in the areas of management development, executive coaching, team building and group dynamics, talent assessment, diversity people strategy and management, succession planning, corporate culture, and HR and people strategy.  Paul has deep expertise in multinational corporates especially in the financial services sector across Asia Pacific, non-profits, and small business organizations.  He has previously lived and worked in New York, London, Tokyo and Shanghai, in many environments, and with all levels of management.

Paul sits on the board of Community Business since 2021, and is a core member of Hong Kong Marriage Equality.  Paul has coached hundreds of senior executives, and is a mentor of hundreds of junior professionals across Asia Pacific.  Paul teaches MBA and undergraduate students in Universities, and offered pro-bono services to non-profit organizations and their leadership teams.


Founder and Principal Consultant

總監

I have over 10 years of accounting and auditing experience with a top 10 accounting firm and currently serve as a director of a small to mid-sized accounting firm.

I believe that through perseverance, anyone can maximize their personal and professional potential. My goal is to inspire leaders and teams to think positively, guide them to achieve their goals, and always maintain a passion for self-improvement! 

It is my hope that everyone who comes to me for help will be satisfied with my attentive inspiration and build a long-term trusting relationship with me, and that with my extensive industry experience, I will be able to inspire and guide those who are just starting out in this field.

Felix