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
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
Similar Profiles
MORDECAI ILUNGA CHIBWEMORDECAI ILUNGA CHIBWE
Engineering Plant Planning Superintendent at FRONTIER ERUSIAN RESOURCE GROUPEngineering Plant Planning Superintendent at FRONTIER ERUSIAN RESOURCE GROUP
JATHERINA KUEHJATHERINA KUEH
Lead Pharmacy Technician at Frontier Healthcare GroupLead Pharmacy Technician at Frontier Healthcare Group
Muhammad Asad IrshadMuhammad Asad Irshad
Maintenance Engineer E&I at Fox Group, Frontier CompanyMaintenance Engineer E&I at Fox Group, Frontier Company