Mei Yan Wong Grace
Summary
Enthusiastic Sales Support eagers to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of performance analysising. Motivated to learn, grow and excel in asset management field.
Overview
1
1
Certification
4
4
years of post-secondary education
2
2
years of professional experience
Work History
Sales Support
Pictet Asset Management (Hong Kong) Limited
Hong Kong
11.2019 - Current
- Supported Distribution Asia ex Japan, both institutional and Intermediary business.
- Prepared and coordinated due diligence questionnaires (DDQs) and request for proposals (RFPs).
- Handled client’s request and manage client’s account.
- Built model portfolio and analyzed fund performance and risk exposure against the peers to help with them strategizing.
- Prepared regular fund documentations reports.
- Learned and frequently used multiple sales systems to investigate, track and correct customers' issues.
- Completed monthly sales reports to highlight trends and help with team strategizing.
Intern
Lee& Yu Certified Public Accountants
Hong Kong
06.2017 - 08.2017
- Prepare financial report and annual financial statement.
- Prepare cash flow statement for companies.
- Provide accounting assistance.
Education
MSc of Corporate Finance -
City University of London, Business
09.2018 - 09.2019
Bachelor of Science Degree - Business Finance and Economics
University of East Anglia
09.2015 - 06.2018
Skills
Morningstar software proficiency
Certification
Licensed on Type 1 and 4 regulated activities under the Securities and Futures Ordinance
Timeline
Sales Support
Pictet Asset Management (Hong Kong) Limited
11.2019 - Current
MSc of Corporate Finance -
City University of London, Business
09.2018 - 09.2019
Intern
Lee& Yu Certified Public Accountants
06.2017 - 08.2017
Bachelor of Science Degree - Business Finance and Economics
University of East Anglia
09.2015 - 06.2018
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