Microsoft office, Canvas & Zoom
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
2021.12 - 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.
2002.09 - 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.
2021.07 - 2022.07
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.
2000.11 - 2001.07
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 2001.04 -
Skills
Team Management
Leadership skills
Meetings and presentations
Relationship Management
Software
Languages
Chinese (Cantonese)
Native language
English
Advanced
C1
Chinese (Mandarin)
Advanced
C1
Certification
Chartered Financial Field Leader (CFFL)
Timeline
Certified Trust Planner (CTP)
2022-07
Division Director
AGBA/ OnePlatform Wealth Management Limited
2021.12 - Current
Account Manager
Ericsson Ltd.
2021.07 - 2022.07
Mini-MBA in Leadership Development
2019-08
Chartered Financial Field Leader (CFFL)
2019-07
Division Director
AGBA/ Convoy Financial Services Ltd.
2002.09 - Current
BBA - Marketing
Lingnan University
2001.04 -
Senior Sales Executive
PCCW - Pacific Century System Ltd.
2000.11 - 2001.07
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