Kavi Chui
North York,ON
Summary
Graduated in accounting university student, base on the personality and working experience looking for a position where I can utilize my skills, put my learning into practice and make a contribution. I bring a wealth of essential skills and qualities that I have developed through study and work experience: teamwork and communication, time management, attention to detail, presentation skills and customer service; eager to learn, and excited about beginning my career in this dynamic industry; also with extensive experience in volunteering and community activities.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
3
3
Languages
Work History
Global Markets Operations Manager
Hang Seng Bank
Hong Kong
12.2017 - 11.2022
- Ensure proper operation of various Global Markets products traded with interbank or corporate customers, including collateral management, data maintenance, deal matching, confirmations, events processing, settlement, reconciliation and custody operations
- Design and implement operational procedures complied with internal guidelines and relevant regulatory requirements
- Participate in the development, testing and implementation of relevant investment product launch and system enhancements
- Assist team or unit head to follow up and liaise with business, compliance and/or financial institutions on operational issues
- Communicate and assist with relationship manager, trader and client for every trades in smooth processing
Assistant Executive
Grandtag Financial Consultancy & Insurance Brokers Limited
07.2016 - 12.2017
- Assisted with the manager for the New business and after sales document
- Performed data maintenance and anti-money laundering of the clients automation system
- Provided assistance for customer services such as handling enquiries
- Coordinated and communicated with service desks, clients, introducers and product providers
- Undertook other duties as from time to time necessary to assist in the successful operation
Financial Planning Officer
Manulife Financial
08.2015 - 04.2016
- Trained to be able to provide investment advice for clients
- Analysed client's financial need and provide advice for clients on asset management, wealth management, securities and futures, CIES, MPF advisory and asset protection
- Provided all-rounded financial solutions including financial planning, savings management, retirement planning and children’s education fund to clients
- Performed other responsibilities and duties periodically assigned by direct manager in order to meet operational requirements
- Worked as a team to organize business development events, such as, investment seminars, marketing and investment events
Education
Bachelor of Commerce (Honours) - Accountancy
Hong Kong Baptist University
Hong Kong 09.2013 - 06.2015
Associate Degree - Financial Service
The Community College at Lingnan University
Hong Kong 09.2011 - 06.2013
Skills
Managerial skills
Timeline
Global Markets Operations Manager
Hang Seng Bank
12.2017 - 11.2022
Assistant Executive
Grandtag Financial Consultancy & Insurance Brokers Limited
07.2016 - 12.2017
Financial Planning Officer
Manulife Financial
08.2015 - 04.2016
Bachelor of Commerce (Honours) - Accountancy
Hong Kong Baptist University
09.2013 - 06.2015
Associate Degree - Financial Service
The Community College at Lingnan University
09.2011 - 06.2013
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