trista wong

trista wong

wealth management advisor

About

Bachelor degree in Biomedical science, UK Wealth management certification, UK CFA Top sales rewards 2016- Financial products IIQE(1,3,5) HKSI(1,7,8,9,12)

Country

hong kong

City

hong kong

Industry

financial services

Skill

strategic planning, event planning, political campaigns, press releases, internal and external communications, social media marketing, volunteer management, fundraising, photography, project management, team management, client presentation

Experience

sun international financial group

wealth management advisor

sun international financial group

2016-7 - Present · 10 yrs 3 mos

* Provide personalised and expert advice to clients, helping clients grasp investment opportunities to create wealth * As an effective communication bridge for clients and product providers * Adopting neutral perspectives towards all financial products and product providers; accessing investment products objectively; formulating financial plans suited to clients' needs * Performing periodic reviews on investment portfolios, providing the most appropriate advice to meet clients' financial needs in the different stages of life

huayang int’l transportation services

business development manager

huayang int’l transportation services

2016-6 - 2018-6 · 2 yrs 1 mo
british chinese project

project coordinator

british chinese project

2014-6 - 2015-6 · 1 yr 1 mo

* British Chinese Project is a non-partisan organisation seeking to raise to presence of the UK Chinese community in the British political area. * Consulted with MPs from different parties and OBV (Operation Black Vote), Developed corporate relationships into sustainable, long-term partnerships * Used the General Election in 2015 as a platform to start raising Chinese community’s voice, supported candidates with Chinese Backgrounds * Campaigned for Chinese Community Associations, raised $70,000 to provide social, cultural and educational services for Chinese people

china citic bank international limited

summer internship

china citic bank international limited

2013-6 - 2013-8 · 3 mos

China Citic Bank is China’s seventh-largest lender, currently operates in almost 130 countries, whilst still maintaining a strong foothold on the mainland banking industry. - Prepare presentation materials for use in client meetings, covering topics such as strategic alternatives, capital markets activity and general corporate finance - Coordinate efforts with deal team members across the Investment Bank

Education

st edmund's school

st edmund's school

mathematics

2009-1 - 2011-1 · 2 yrs 1 mo

Silver Reward in the British Mathematic competitions - Awarded best chemistry student & Excellent Academic - Member of school charity group - Elected the only Asian school Prefect of the year Activities and Societies: School Prefect, Head of Boarding

king's college london

king's college london

biomedical science

2011-1 - 2014-1 · 3 yrs 1 mo

Elected as the External Secretary of Chinese society, representative to the School Union. - Directed orientation camp for 50 overseas students. - Established Fund raising events in Hong Kong, resulting in $50,000 donated to the Tung Wah group of Hospitals. Activities and Societies: External Secretary of the Chinese Society

trista wong's Contact Information

Email

******@***.com

Phone

(**) *** ****

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