Overview
Work History
Education
Timeline
Generic

Wai Loi Chan

Hong Kong

Overview

33
33
years of professional experience

Work History

Manager

The China & South Sea Bank Ltd
08.1992 - 08.2001

(1) To oversee daily operations, leading staff, ensuring excellent customer service, and achieving financial targets for a bank branch or department; (2) To manage staff performance, approve loans, and report branch performance to higher management.

Financial Consultant

TG HOLBORN HK LIMITED
02.2002 - 02.2005

(1) To provide personalized financial advice to individuals or companies to help them make decisions about wealth-building, investments, and financial planning, which may include budgeting, retirement, and insurance; (2) To assess a client's financial situation to offer tailored strategies and recommendations for financial products.

Financial Consultant

Links Wealth Management Limited
03.2005 - 08.2021

(1) To provide personalized financial advice to individuals or companies to help them make decisions about wealth-building, investments, and financial planning, which may include budgeting, retirement, and insurance; (2) To assess a client's financial situation to offer tailored strategies and recommendations for financial products.

Contract Business Assistant

Fire Services Department
08.2021 - 03.2025

(1) To provide general business logistics and operational support and perform general office duties, including filing, typing, receipt and dispatch of documents, handling of incoming and outgoing correspondence, and data processing, collation and entry etc.; (2) To assist in business, operational and human resources management.

Education

BA (Hons) In Business Studies - Business Studies - Banking

HONG KONG Polytechnic
Hung Hom
08.1992

MBA - Business Administration

The Chinese University of Hong Kong
Shatin
08.1998

Timeline

Contract Business Assistant

Fire Services Department
08.2021 - 03.2025

Financial Consultant

Links Wealth Management Limited
03.2005 - 08.2021

Financial Consultant

TG HOLBORN HK LIMITED
02.2002 - 02.2005

Manager

The China & South Sea Bank Ltd
08.1992 - 08.2001

BA (Hons) In Business Studies - Business Studies - Banking

HONG KONG Polytechnic

MBA - Business Administration

The Chinese University of Hong Kong
Wai Loi Chan