Over 10 years of business management experience in sales, change management, business development and marketing in varies industries including insurance, education and project development. Recent career focus on adolescent education development in Hong Kong and North America, including co-founding start-up businesses in education and Ed-Tech. Strong business acumen and positive, pro-active attitude. Excellent communication skills, with advanced/native fluency in English, Cantonese and Mandarin and high intermediate level of Japanese.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Coach (Team 3)
Burnaby Lake Field Hockey Club
08.2024 - Current
Promoted sportsmanship values among athletes, fostering a positive competitive atmosphere within the team environment.
Boosted player confidence through personalized training sessions and continuous feedback.
Collaborated with other coaches to share best practices, techniques, and insights for overall program improvement.
Enhanced team performance by developing and implementing effective coaching strategies.
Managed practice schedules, ensuring efficient use of time and resources for optimal results.
Facilitated open communication between players and staff members, ensuring that all concerns were addressed promptly and effectively.
Increased athlete''s skills development through individualized training plans based on each player''s strengths and weaknesses.
Reduced player injury rates with the implementation of tailored warm-up routines and strength conditioning exercises.
Fostered positive and inclusive team environment, leading to increased team cohesion and morale.
Developed code of conduct for team, promoting discipline and respect both on and off field.
Conducted regular performance evaluations, providing athletes with constructive feedback and setting clear goals for improvement.
Improved team's win-loss record, by focusing on developing advanced tactical strategies.
Enhanced game-day strategies, by meticulously analyzing opponents' tactics and adjusting team plans accordingly.
Negotiated with sports equipment suppliers, securing high-quality gear for team at reduced cost.
Co-founder
Wiselad Learning & Assessment Ltd.
09.2022 - 05.2024
Evaluated market trends to identify emerging opportunities and inform strategic decision making.
Oversee daily management of the business (Development on online study platform SLP) by following the five stages of project development
Conducted target market research to scope out industry competition and identify advantageous trends.
Established foundational processes for business operations.
Streamlined operational processes for improved efficiency and cost reduction.
Provided strategic direction for product development, resulting in high-quality offerings that resonated with customers'' needs and preferences.
Recruited, interviewed and hired new staff members and developed training materials for employees.
Managed financial operations, ensuring fiscal responsibility and maintaining profitability during periods of economic uncertainty.
Championed a culture of innovation, encouraging creative problem-solving throughout the organization.
Facilitated entry into international markets, adapting products to meet diverse customer needs.
Ensure the project is SMART while align with the vision of the organization
Draw out and implement strategies that are result orientated while using closed loop management to gain feedback on performance and modify necessary action required to develop a high quality online study platform
Provide ideas for platform development based on the needs and expectation of elementary students in North America by constant research (Survey with parents, casual conversation with school teachers and universities professors, feedback from social media etc.) on education industry in Canada and U.S.A
Communicate and collaborate with UX/UI designer hired on the development of the platform within the timeline (12 months).
Make necessary changes/ adjustment on the design to assure the design of the platform meets the expectation and desire from both users and purchasers while align with the core features of the platform for better user experience
Monitor the progress on the development of the platform whilst under the expected design as well as within the timeline.
Establish and maintain business relationships to ensure that the platform runs smoothly and to minimize downtime
Vet and hire staff to assist in departments including accounting, customer service, and marketing.
Development within expected timeline (3months) on the wireframe of SLP for presentation and data gathering purposes.
Achievements:
2024 - Launched prototype of SLP for trials
Co-founder/Director
Wiselad Education Limited
04.2019 - 04.2024
Provide professional advice on start-up of the centre including design and layout of the centre, recruitment on staffs, setup achievable target on short term and long term goals, oversee marketing strategy and use different tactics to build brand awareness.
Conducted target market research to scope out industry competition and identify advantageous trends.
Daily management of center operations including aligning work tasks for staff, marketing, schedule classes, design curriculum for students, calculate profit and loss through accounting methods, making payment for all necessary expenses
Provide change management strategies on centre development under constantly changing environment and market behavior, including regular training with staffs on teaching quality, customer relationship engagement, problem solving technique and entrepreneurship mindset.
Developed marketing materials and campaigns to boost brand awareness and customer engagement.
Conduct with external digital marketing team to increase publicity of the centre including both social media platforms (Facebook & Instagram) and search engine optimization
Provide regular review on center's performance on sales, service quality, customers’ feedback, marketing performance, market trends etc..
Grew the customer base through targeted outreach and networking events.
Make any necessary changes to minimize disruption on business operation and reputation
Set targets for company goals/achievements while following on the company’s mission and vision.
Developed key operational initiatives to drive and maintain substantial business growth.
Prepare and host monthly meeting with staff and provide valuable information including review on performance, market trends, changes on curriculum, SWOT analysis of self organization etc., to make sure -oneself is maintaining and growing
Provide suggestions and make decisions on digital marketing strategies to digital marketing technicians, making sure the outcome is meeting our target goals
Draw out effective marketing strategies the market the centre is targeting by using traditional methods such as regular observation around the neighborhood, regular causal conversation with parents, data analysis of Google Analytics, fact finding through school networks etc
Achievements:
Collaborate with founders on preparation on opening of Wiselad Education Centre, Hong Kong
Launched online classes to replace traditional classes and retain over 60% students from existing
Obtained school registration under Education Bureau of Hong Kong SAR
2022 - Increased sales from CAD$10000/m to CAD$22000/m within 3 months immediately after pandemic restrictions
2023 - Collaboration with digital marketing specialist 'Page One' to increase publicity of centre
Successfully improved 16 keywords to first page and 4 keywords on second and third page on Google search in one year
2024 - Interviewed by magazine 'KidSonTrack'
Marketing Director
L&A Education Center Limited
06.2016 - 04.2024
Built strong relationships with industry professionals and influencers.
Collaborate with Popular Holding Limited on marketing strategies for collaboration project Smart Enrichment Program (SEP), a digital learning and assessment platform design for grade 1-6 students in Hong Kong
Developed comprehensive marketing plans in alignment with overall business goals and objectives.
Align work tasks for team members including professors in different subjects for different projects, on what they need to accomplish to align with our project goals
Constant follow up and communication with professors under the item writing team to ensure their work is up to standard as well as meet the expected timeline
Regular meeting with Steering Committee to make decisions on but not limited to the operations, marketing, labor relations, budgeting, design of SEP
Giving suggestions on short term development and future development by using close loop management
Make decisions on direction of existing programs and upcoming projects including initial design of SEP (Phase 1), as well as evaluate the Strengths and Weaknesses through SWOT analysis and draw plans for necessary changes on the platform (Phase 2)
Draw out timeline with steering committee team on the enhancement of Phase 2 for SEP and making sure the direction of the enhancement is valuable to the project
Provide value suggestion on marketing scheme for official launching including special promotion with affiliate agents, internal sales within the education centres of Popular Holding Group and self owned education centre Wiselad Education Limited
Suggest marketing strategies based on specific segments with self research on how parents and education institutes react to extra curriculum (The Market) on children’s education needs
On going strategies include internal selling within self owned education centre and Popular Learning (Owned by Popular Public House), direct sales to primary school
Give idea and suggestion on the design of the website for SEP, make judgment on necessary changes to provide the best experience for both students (the users), parents (the purchasers) and teachers (the users) while using SEP
Evaluate and provide guidance on special promotion including a one-time collaboration with KOL Miss Skye Chan, a parent who was former Miss Hong Kong, through third party parenting channel to promote SEP
Provide updated data and market research of the market in education, give suggestion on future projects L&A could develop by using SWOT analysis
Regular meeting with school principals to analyze the needs and expectations schools have on education services L&A provides
Evaluate and review on feedback both the principals and teachers provided and make recommendations to the CEO whether changes is necessary
Achievements:
2018 - Launched 1st batch of Smart Enrichment Program
2018 - Gain 50 sales within first week after launching
2019 - Increased sales to over 200 students
2019 - 2nd batch of Smart Enrichment Program launched
2020 - Acquired 100% share or the ownership of Smart Enrichment Program
2021 - Increased number of users to 1000+ by change of sales strategy from general sales to direct sales for schools in Hong Kong
Unit Manager
Prudential Hong Kong Limited
08.2015 - 11.2023
Provide professional financial planning for exiting clients and prospects based on their needs
Evaluated employee performance regularly for professional growth opportunities, accountability measures, and feedback-driven improvement strategies.
Evaluate and provide valuable advice based on their current situation as well their future expectation by using financial calculator.
Ensured compliance with regulations and standards through regular audits, staff education, and policy updates.
Develop marketing strategies and promote insurance contracts or suggest additions/changes to existing ones.
Foster productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc..
Evaluate business and individual customers’ needs and financial status and propose protection plans that meet their criteria.
Provide weekly training for peers on every aspect of financial planning.
Give suggestions to district directors on new recruitment strategies and organize events, including casual wine tasting, hiking events, golf coaching experience, job fair booth, sports events, host career talk by inviting celebrities, public figures and successful entrepreneurs on sharing their experiences etc..
Provide information and suggestions to CPO on product development and expectations from clients.
Giving advice by experiences from frontline sales and market evaluation on both local and global economy.
Achievements:
2016 - Promoted to Branch Manager with 12 downline team members
Senior Manager of Wealth Management
AIA International Limited
10.2010 - 06.2015
Provided strong leadership to enhance team productivity and morale.
Provide professional financial planning for exiting clients and prospects based on their needs
Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.
Evaluate and provide valuable advice based on their current situation as well their future expectation by using financial calculator
Communicate with customers and underwriters to determine which types of insurance are offered and which are most applicable to the specific customer
Seek new clients through networking and calling lists of prospective clients on a weekly basis
Meet with clients regularly and share update market information on global and local markets and performance on their annuity policies and investment links policies
Achievements:
2011 - MDRT, New Agent of the Year (AIA International Limited), New Agent of the Year (Champ District), Agent of the Year (Champ District)
2012 - MDRT, AIA International Limited Convention MIB15 President
2013 - MDRT
2014 - Promoted to Assistant Unit Manager
Sales Executive
BOIS Technology Limited
03.2008 - 06.2010
Communicate with manufacturers in Mainland China and provide solution based on their requirement for Mobile Phone manufactured
Provide professional advisory on LCD and touch screen design through Japanese vendors
Meet clients with Japanese vendors and provide quality after sell services by translating Japanese into Mandarin
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Researched sales opportunities and possible leads to exceed sales goals and increase profits.
Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
Streamlined sales process to improve efficiency, reduce cycle time, and close deals faster.
Negotiated contract terms with clients, securing favorable conditions for both parties while maximizing profitability.
Implemented CRM system for better customer tracking, leading to improved follow-up processes and higher conversion rates.
Managed pipeline efficiently, prioritizing tasks according to urgency/importance while maintaining focus on long-term objectives.
Participated in industry trade shows to represent company and generate valuable leads for future business growth.
Education
Master of Business Administration - Change Management
The University of New South Wales
09.2022
Associate Degree - Business Administration
Foothill College
02.2008
GCSE & A-Level Graduate - Secondary School Diploma
Volunteering for community initiatives to give back to local communities and make a positive impact
I participate in a variety of outdoor recreational activities including but not limit to field hockey, golfing, fishing, kayaking, soccer, snowboarding etc
I have much interest in wine tasting and food exploration
Timeline
Coach (Team 3)
Burnaby Lake Field Hockey Club
08.2024 - Current
Co-founder
Wiselad Learning & Assessment Ltd.
09.2022 - 05.2024
Co-founder/Director
Wiselad Education Limited
04.2019 - 04.2024
Marketing Director
L&A Education Center Limited
06.2016 - 04.2024
Unit Manager
Prudential Hong Kong Limited
08.2015 - 11.2023
Senior Manager of Wealth Management
AIA International Limited
10.2010 - 06.2015
Sales Executive
BOIS Technology Limited
03.2008 - 06.2010
Associate Degree - Business Administration
Foothill College
GCSE & A-Level Graduate - Secondary School Diploma
Wrekin College
Learn to Lead with UNSW
FChFP
CASI Level 1
Master of Business Administration - Change Management
The University of New South Wales
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