Clement Chow
Yuen Long
Summary
Experienced and enthusiastic Consultant with track record of success across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance.
Experienced Consultant with 15 years of industry experience. Plans and implements solutions for customers that meet and exceed expectations.
Experienced in all aspects of operations, strategy and finance. Quality-focused Principal Consultant successful at managing customer expectations and delivering exceptional results built on extensive industry knowledge in media & marketing, financial planning, wealth and asset management, ESG and Sustainability and Certifications as Certified Financial Planner - CFP in Hong Kong & Mianland China, Associated Wealth Planner - AWP in Singapore , Certified Management Consultant -CMC (IMCHK/ICMCI), ISO 20700:2017 Guidelines for Management Consultancy Services Training , Associate Estate Planning Practitioner - AEPP (EPPL), Certified Sustainability Development Planner - CSDP (WISDP) , Certified ESG Planner -CEP (ICSD), Certificate in Mediation Principles and Practice (Level 2) - (TQUK),
Overview
9
9
years of professional experience
1
1
Certification
Work History
Principal Consultant
Brilliant Insight (International) Consultancy Ltd.
07.2020 - Current
- Applied ESG & Sustainability expertise to support company sales and service functions on ESG ＆ Sustainability Reporting, Planning, Consulting and Environmental Program Application, Carbon Emission Reduction Consultation .
- Direct SME Owners for applying Green, ESG & Sustainability funding and financing from financial institution like banks to maximize productivity and lower financial cost of operation.
- Provided detailed advice to customers regarding corporate management service.
- Evaluated diverse organizational systems to identify workflow, communication, and resource utilization issues.
- Integrated technology and business operations to identify targeted solutions to customer issues for energy management, Indoor Air Quality (IAQ）, and EV Charging
Executive Vice President
Kirin Wealth Management Ltd.
06.2016 - Current
- Provided direction and leadership for management trainees and independent financial advisors of the company.
- Surpassed expectations by achieving unprecedented growth in first few year of operation by effectively building high performing sales growth and using analytics to measure achievable results in wealth and asset management services.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Assembled team of vice president-level leaders to grow business and develop group training.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Conducted rigorous interviews and extensive candidate research.
Vice President
GET Mdream Wealth Management Limited
09.2014 - 06.2016
- Demonstrated proficient leadership skills to motivate wealth management advisors.
- Used market insights to capitalize on key business opportunities .
- Hired and managed wealth management to maximize productivity while training staff on best practices.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Achieved outstanding performance for department and continuous growth.
Education
BBA - Double Majors Bus.Administration And Commuications
Simon Fraser University
Burnaby, BCSkills
- Customer Relationship Management
- Analytical Thinking
- Client Engagement
- Financial Planning
- Financial Consulting
- Consultation and Advisement
- Client Rapport-Building
- Analysis and Evaluation
- Honesty and Integrity
- Critical Thinking
- Customer Care
- Needs Analysis
- Sales Growth
- Industry Expertise
Languages
English
Professional Working
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Professional Working
Certification
- Associate Estate Planning Practitioner (AEPP), EPPL - Mar 2023
- Certificate in Mediation Principles and Practice (Level 2), TQUK - Oct 2022
- Executive Diploma in Sustainable Diploma in Sustainable Development Planning, HK Institute of Education for Sustainable Development - Oct 2022
- Training Course on Energy Audit for Building Energy Efficiency, Energy Institute of Hong Kong - Oct 2022
- Advanced Executive Diploma in ESG Strategy and Innovation for Net-Zero, HKMA Global Centre for ESG Education & Research - May 2022
- Executive Certificate in ESG Planning, HKMA Global Centre for ESG Education & Research - May 2022
- Certified Sustainability Development Planner (CSDP), WISDP - May 2022
- Executive Certificate in Family Office Management & Wealth Inheritance, HKU-SPACE - Mar 2022
- Certified ESG Planner CEP, (ICSD) - Feb 2022
- Executive Certificate in ESG Planning, HKMA Global Centre for ESG Education & Research - Feb 2022
- ISO 20700:2017 Guidelines for Management Consultancy, Services Training, (ISO/IMCHK), Jun 2021
- Certified Management Consultant (CMC), IMCHK/ICMCI - May 2021
- Associate Wealth Planner (AWP), FPAS - Jan 2020 to Current
- CERTIFIED FINANCIAL PLANNER (CFP)國際金融理財师 , FPSB China - Oct 2015 to Current
- CERTIFIED FINANCIAL PLANNER (CFP), IFPHK - Sep 2012 to Current
- Professional Diploma in Financial Planning, HKU-SPACE - Mar 2009
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Principal Consultant
Brilliant Insight (International) Consultancy Ltd.
07.2020 - Current
Executive Vice President
Kirin Wealth Management Ltd.
06.2016 - Current
Vice President
GET Mdream Wealth Management Limited
09.2014 - 06.2016
BBA - Double Majors Bus.Administration And Commuications
Simon Fraser University
Similar Profiles
Noah NarvaezNoah Narvaez
Team Member 1 at InternationalTeam Member 1 at International
JAIME MACIAS GARCIAJAIME MACIAS GARCIA
PD Project Engineer at InternationalPD Project Engineer at International
Stephanie HernandezStephanie Hernandez
Supply Chain at InternationalSupply Chain at International