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- Senior Investment Consultant of Everbright Securities International
- Consultant of Metropolitan Multi-Family Office
- Mentor of The Hong Kong University of Science and Technology
- Speaker of International Academy of Business and Financial Management Asia
- Consultant of GreenPrice
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Financial Risk Manager（FRM）
Certified Professional Wealth Manager（CPWM）
Certified Anti-Money Laundering Specialist（CAMS）
"I am currently a senior investment consultant of a listed company. I am in charge of algorithmic trading and wealth management for high-net-worth clients. I have obtained professional qualifications, including Financial Risk Manager (FRM), Certified Professional Wealth Manager (CPWM) and Certified Anti-Money Laundering Specialist (CAMS).
Throughout my four years of study at HKU, I have acquired extensive knowledge and skills in risk management. I have learnt probability and statistics, financial instruments and portfolio management, credit risk and market risk analysis that are applicable to my work. For example, I hedge market risks with options; construct optimal portfolios for clients; and evaluate investment performance using various risk metrics. Thanks to the summer course about programming skills for data analysis offered by the Department of Statistics and Actuarial Science (SAAS), I have mastered SAS, Excel VBA and SQL that enable me to perform financial modeling and make prudent investment decisions.
I am grateful to SAAS for the Career Advising Program (CAP) that provides me with career talks, company visits, alumni sharing, CV consultation and mock interviews, so I can familiarize myself with the risk management industry and better prepare for job hunting. With such fruitful resources, I have a clearer and more expedient career path to achieve my life goals.
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