Ka Yee Ip
Wealth Management, Athlete
44 Loughton Ave, Epping
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Self-motivated athletic. Manages time efficiently and works well under pressure.
Overview
3
3
years of professional experience
3
3
years of post-secondary education
6
6
Certifications
Work History
Para Rowing PR2 Part Time Athlete
Hong Kong China Rowing Association
09.2021 - 01.2024
- Trained extensively 20 hours per week , Break personal records in every competition through disciplined goal-setting and relentless pursuit of excellence.
- Maintained excellent physical conditioning through disciplined adherence to nutrition, exercise, and recovery plans.
- Promoting para-rowing in Hong Kong by interviews and managing social media account.
Wealth Management Manager
AIA International Limited & AIA Company Limited
06.2021 - 06.2023
- Provided administrative support to team of wealth management experts creating advice-based solutions.
- Attended and actively participated in over 50 clients and internal team strategy meetings to coordinate financial planning and wealth management.
- Worked with management to provide decision support analysis.
Education
BBA - Business Administration
National Kaohsiung University of Science And Techn
Taiwan 02.2016 - 06.2019
Skills
Certification
Hong Kong Rowing Championships-PR2 Mix 2x - Champion
Timeline
Hong Kong Rowing Championships-PR2 Mix 2x - Champion
12-2023
2022 Asian Para- Games, Para Rowing -PR2 Mix 2x 4th place
11-2023
World Rowing 2023 World Rowing Cup II (Varese Italy) - PR2 W1x – 3rd Place
06-2023
Australian Rowing Championships-PR1 W1x - Champion
03-2023
Australian Rowing Championships -PR2 Mix 2x - Champion
03-2023
Hong Kong Rowing Championships-PR2 Mix 2x - Champion
10-2022
Para Rowing PR2 Part Time Athlete
Hong Kong China Rowing Association
09.2021 - 01.2024
Wealth Management Manager
AIA International Limited & AIA Company Limited
06.2021 - 06.2023
BBA - Business Administration
National Kaohsiung University of Science And Techn
02.2016 - 06.2019
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