Summary
Overview
Work History
Education
Skills
Software
Languages
Certification
Timeline
Generic

YING KIT, GARY HUI

FINANCIAL & INVESTMENT CONSULTANT
Tseung Kwan O

Summary

Accomplished Division Director with over 20 years of experience in financial services, notably with AGBA/Convoy Financial Services Ltd. Demonstrated expertise in team management and leadership, successfully analyzing 800+ client financial situations and managing over 100 financial consultants. Proven track record in relationship management and delivering results through strategic leadership and innovative financial solutions.

Overview

24
24
years of professional experience
3
3
Certifications

Work History

Division Director

AGBA/ OnePlatform Wealth Management Limited
12.2021 - Current

AGBA/ OnePlatform provides all rounded financial services and Fin-TECH solutions on securities, funds, insurance, MPF , foreign property, landbank in the investment and healthcare field. It matches the most suitable agency products with the client’s financial needs and goals.

- Listed Company in Nasdaq

- be a role of RO/SFC (HK)

- analyzed 800+ clients’ financial situations and provided financial needs analysis reports

- managed over 100 financial consultants under my team for business

Division Director

AGBA/ Convoy Financial Services Ltd.
09.2002 - Current

Convoy provides indepentant financial advisor services and Fin-Tech solutions on securities, funds, insurance, MPF, foreign property, landbank in the investment and healthcare field. It matches the most suitable agency products with the client’s financial needs and goals.

- be a role of RO/SFC (HK)

- over 20-years consultant services experience for insurance and investment

- analyzed 800+ clients’ financial situations and provided financial needs analysis reports

- managed over 100 financial consultants under my team for business

Account Manager

Ericsson Ltd.
07.2021 - 07.2022

Ericsson provides all the corporate solutions of telecom, wireless & data equipment

- solution consultant for all telecom product (PABX,VoIP System, DECT System, IVR system & Call Centre Solution)

-solution design for telecom project

-project management for all telecom and data solution

-handling customer enquiries

-managing major accounts and channels

-commercial tender biding

Senior Sales Executive

PCCW - Pacific Century System Ltd.
11.2000 - 07.2001

PCCW provides the Telecom solution for SME

-solution sales of telecom system

-handling customer enquiries

-project management

-solution design for all telecom & data project

Education

BBA - Marketing

Lingnan University
Tuen Mun, Hong Kong
04.2001 -

Skills

    Team Management

    Leadership skills

    Meetings and presentations

    Relationship Management

Software

Microsoft office, Canvas & Zoom

Languages

Chinese (Cantonese)
Native language
English
Advanced
C1
Chinese (Mandarin)
Advanced
C1

Certification

Chartered Financial Field Leader (CFFL)

Timeline

Certified Trust Planner (CTP)

07-2022

Division Director

AGBA/ OnePlatform Wealth Management Limited
12.2021 - Current

Account Manager

Ericsson Ltd.
07.2021 - 07.2022

Mini-MBA in Leadership Development

08-2019

Chartered Financial Field Leader (CFFL)

07-2019

Division Director

AGBA/ Convoy Financial Services Ltd.
09.2002 - Current

BBA - Marketing

Lingnan University
04.2001 -

Senior Sales Executive

PCCW - Pacific Century System Ltd.
11.2000 - 07.2001
YING KIT, GARY HUIFINANCIAL & INVESTMENT CONSULTANT