Simon Hui

I specialize in providing tailored financial planning and investment strategies to high-net-worth clients. With extensive industry expertise, I collaborate closely with clients to develop personalized solutions that address their complex wealth management needs and help them achieve their long-term goals. Committed to professional excellence and ethical conduct, I am dedicated to empowering my clients to make informed decisions and maximize the growth and protection of their wealth

- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises - Conducting in-depth reviews of clients' financial circumstances, current provision and future aims analysing information and preparing plans best suited to individual clients' requirements completing risk analyses - Researching the marketplace and providing clients with information on new and existing products and services - Designing financial strategies assisting clients to make informed decisions - Researching information from various sources, including providers of financial products - Reviewing and responding to clients changing needs and financial circumstances - Promoting and selling financial products to meet given or negotiated sales targets - Negotiating with product suppliers for the best possible rates - Liaising with head office and financial services providers - Communicating with other professionals, such as estate agents, solicitors and valuers - Keeping up to date with financial products and legislation - Producing financial reports - Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments - Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products

- Providing online and offline marketing services and funding application guidance to businesses - Constructing insurance and fund portfolio, mainly of premium financing and income fund - Offering investor education courses about trading in future, option, stock and cryptocurrency - Developing proprietary indicators for trading and investment - Developing information technology solutions to clients, for example, NFT, A.I., website, CRM, ERP, e-commerce system - Researching and managing assets in cryptocurrency with a focus on NFT, L1, L2, Gamefi, Defi and Metaverse Conduct real estate and migration planning.

- Providing financial planning, insurance, and investment services to clients - Ensuring client records are maintained and kept current - Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances - Acting as a liaison between the client and other financial professionals - Guiding clients through personal financial analysis, including goal setting - Assisting clients with estate management, tax returns, budgets, or other financial tasks - Make recommendations to reduce risk, including diversification, portfolio investment and currency exchanges - Use analytical software to calculate the risk of a decision - Consult with business decision makers and understand their data needs - Evaluate business and finance records and determine the level of risk - Create reports and anticipate the losses of certain business decisions

- Providing professional consultation to customers regarding their interest in Smart Living products or services - Proposing thorough solution to settle customer requests in a tactful and timely manner - Establishing good customer relationship by offering one-stop-shop service - Handling incoming call and meet with customer if necessary

- Cordinating with senior marketing manger to specific marketing tasks - Handling clients' requirements and enquiries in marketing - Pitching clients for advertiment placement

- Analyze clients’ financial statuses (e.g. income, expenses and liabilities) - Examine and suggest financial opportunities (e.g. insurance plans, investments) - Develop sound plans and budgets for clients - Customize financial plans according to clients’ changing needs - Help clients implement their plans and carry out transactions - Present and sell suitable financial products and services - Find and approach prospective clients - Build strong relationships to retain existing clients - Maintain updated knowledge of regulations, practices and financial products