Microsoft Office (Excel, Word, Outlook & PowerPoint
BARRIE CHOI
Summary
Capable Investment Advisor experienced in developing customized financial solutions to meet wide-ranging client needs. Strong collaborator and active listener with excellent verbal and written communication skills. Talent for client acquisition and relationship building.
Overview
3
3
Languages
4
4
years of post-secondary education
4
4
years of professional experience
Work History
Associate, Relationship Manager
Frontier Financial Group
Hong Kong
02.2021 - 04.2021
- Develop and maintain relationships with over 30 existing HNW clients from China.
- Performed high quality investment guidance to clients based on their needs and goals.
- Trades execution in accordance with firm policy and according to all regulatory rules and procedures.
Investment Consultant
Everbright Sun Hung Kai
Hong Kong
08.2019 - 02.2021
- Develop and maintain relationships with existing HNW clients, provide market updates and latest investment products and services.
- Manage over 30 clients with combined AUM of 200 million HKD.
- Expanded high net worth clientele base by 80% and increased AUM by 180%.
- Execute range of bank and investment products (equities, fixed income, mutual funds, structure products and FX).
- Responsible for documents and procedures associated with client onboarding, and coordinate with cross-functional teams as needed.
- Assist team lead and work with research team in developing investment ideas and strategies to suit individual client’s objective and risk tolerance.
Operation Coordinator
Superior Cleaning Services
Manhattan & Mississauga
10.2016 - 04.2018
- Developed and maintained relationships with multiple hotels (B2B), discuss weekly schedule, payroll and employees’ performance.
Marketing and Sales Associate
Maserati
Hong Kong
06.2016 - 09.2016
Summer Student Intern
HSBC
Hong Kong
06.2016 - 09.2016
Summer Student Intern
Fulbright Securities (HK) Limited
Hong Kong
06.2015 - 08.2015
Education
Bachelor of Arts (Honours) - Economics
McMaster University
Hamilton, Ontario 09.2012 - 04.2016
Skills
Portfolio Management
Business Development
Client Acquisition
Growth Strategy
New Market Penetration
Client Advisory
Software
Bloomberg Terminal, Morningstar and CRM
IB, ADSR, Ayers, Praire
Hobbies
I enjoy playing all kinds of sports to keep my mind and body healthy, I used to compete in table tennis, basketball, soccer and badminton for my school back in the days, and I also do weightlifting regularly.
I love keeping up with the pop culture via music, magazines, movies and art shows.
Timeline
Associate, Relationship Manager
Frontier Financial Group
02.2021 - 04.2021
Investment Consultant
Everbright Sun Hung Kai
08.2019 - 02.2021
Operation Coordinator
Superior Cleaning Services
10.2016 - 04.2018
Marketing and Sales Associate
Maserati
06.2016 - 09.2016
Summer Student Intern
HSBC
06.2016 - 09.2016
Summer Student Intern
Fulbright Securities (HK) Limited
06.2015 - 08.2015
Bachelor of Arts (Honours) - Economics
McMaster University
09.2012 - 04.2016