KWENNY SUNG
Central,Hong Kong
Summary
Strong interpersonal and organizational skills; ability to work with diversity and complexity. Strong focus on client servicing to provide the client needs with solutions. Dedicated, focused with ‘hands on experience’ and detail oriented; able to prioritize and complete multiple tasks simultaneously and achieve project goals. Proficient in project management.
Overview
26
26
years of professional experience
6
6
years of post-secondary education
1
1
Language
Work History
Financial Officer
Tung Tai Group
10.2019 - 09.2020
- Oversaw all investments in the family trust, focused on asset allocation.
- Responsible for developing and improving excel VBA program to monitor the investments.
- Kept track of the inhouse trading.
Vice President
Everbright Sun Hung Kai Company Limited
11.2013 - 10.2019
- Provided support for trading process.
- Responsible for all AML /KYC measures to comply with regulatory requirements.
- Successfully project managed the OTC Derivatives Regulatory Regime reporting.
Distributor & Brand Director
J. Lindeberg
11.2004 - 09.2012
- (Fashion lifestyle brand for men and women from Europe), Formulated and implemented sales and marketing strategies.
- Analyzed and forecasted budgets and undertook cost evaluations.
- Managed over 30 staffs and conducted regular products and services training.
- Managed all public relations, advertising, and media promotions.
Manager
Officine Panerai
08.2002 - 04.2005
- Responsible for the retail sales operation.
- Prepared sales reports for profit and loss reports.
- Provided input on designs and strategies.
- Led brand building exercises and PR initiatives by active participation in all functions.
- Provided training on products and services.
Senior Manager
JP Morgan Asset Management
03.2000 - 07.2002
- Responsible for client servicing the financial needs of institutional investors.
- Participated in business development.
Manager
HSBC Asset Management
09.1993 - 02.2000
- Responsible for ensuring all investments followed investment guidelines and regulatory rules.
- Built strong client relationships by servicing their needs and producing timely reports.
- Responsible for selling investment products: in-house equity and fixed income funds.
Education
Postgraduate Diploma - Digital Business
Emeritus, MIT Management Executive Education & Columbia Business School
01.2020 - 01.2021
MBA - International Business
University of London, Royal Holloway – School of Management
01.2012 - 01.2013
Bachelor of Arts - Economics and Industrial Relation
University of Toronto
01.1988 - 01.1992
Timeline
Postgraduate Diploma - Digital Business
Emeritus, MIT Management Executive Education & Columbia Business School
01.2020 - 01.2021
Financial Officer
Tung Tai Group
10.2019 - 09.2020
Vice President
Everbright Sun Hung Kai Company Limited
11.2013 - 10.2019
MBA - International Business
University of London, Royal Holloway – School of Management
01.2012 - 01.2013
Distributor & Brand Director
J. Lindeberg
11.2004 - 09.2012
Manager
Officine Panerai
08.2002 - 04.2005
Senior Manager
JP Morgan Asset Management
03.2000 - 07.2002
Manager
HSBC Asset Management
09.1993 - 02.2000
Bachelor of Arts - Economics and Industrial Relation
University of Toronto
01.1988 - 01.1992