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Christy Yuen, Wealth Management Manager

Christy Yuen

Wealth Management Manager·AIA

Hong Kong

Bachelor's degree, Finance (Quantitative Finance and Risk Management

Work experience

Total years of experience: 10 years, 11 months

Wealth Management Manager

April 2018 - Present

AIA

Saudi Arabia

April 2018 - Present

Provide wealth planning solution and advice on products life insurance and investment products

Company industry:
Insurance & TPA
Job role:
Management

Senior Executive

September 2016 - April 2018

Standard Chartered Bank (

Hong Kong

September 2016 - April 2018

Premium Banking
•Awarded the service star award for two consecutive year (2017 and 2018)
•Relationship building and wealth management with existing premium clients via phone and email
•Provide wealth planning solution and advice on products ranging from mortgage, life insurance, foreign exchange and funds

Company industry:
Banking
Job role:
Accounting and Auditing

Senior customer care officer

July 2015 - September 2016

HSBC - Hong Kong

Hong Kong

July 2015 - September 2016

Company industry:
Banking
Job role:
Banking

Education

Texas A&M International University

December 2014

December 2014

Bachelor's degree, Finance (Quantitative Finance and Risk Management

United States

GPA (point): 3.6 out of 4

GPA (point): 3.6 out of 4

(

City University of Hong Kong

June 2013

June 2013

Bachelor's degree, Finance (Quantitative Finance and Risk Management

GPA (point): 2.92 out of 4

GPA (point): 2.92 out of 4

Related Coursework: Risk management models, Stochastic calculus for Finance, Advanced Security Analysis & Portfolio Management, Trading room workshop

HKU SPACE Community College

June 2011

June 2011

High school or equivalent, Business Administration (Accounting)

United States

Fukien Secondary School (Siu Sai

June 2011

June 2011

High school or equivalent, Business Administration (Accounting)

United States

Wan)

St Paul’s Convent School

June 2009

June 2009

High school or equivalent, Science

Hong Kong

Skills

BANKING
Expert
BANKING
Expert
CUSTOMER RELATIONS
Expert
CUSTOMER RELATIONS
Expert
EMAIL
Expert
EMAIL
Expert
FOREIGN EXCHANGE
Expert
FOREIGN EXCHANGE
Expert
FUNDS
Expert
FUNDS
Expert
INSURANCE
Expert
INSURANCE
Expert
RELATIONSHIP BUILDING
Expert
RELATIONSHIP BUILDING
Expert
TELEPHONE SKILLS
Expert
TELEPHONE SKILLS
Expert
ADOBE PREMIERE
Beginner
ADOBE PREMIERE
Beginner
BASIC
Beginner
BASIC
Beginner

Languages

Cantonese
Expert
English
Expert
Mandarin
Expert
Spanish
Beginner