Secretary at Fortune Prime Credit Company Limited (2024-05 – Present)
Leave reason: Seeking new opportunities with greater challenges
- Served as primary liaison with diverse financial institutions, including private banks, investment banks, fund houses, trusts, charitable foundations, and brokerages.
- Participated in deal sourcing, negotiation of terms and pricing for properties, financial services, and investment products (Options, pre-IPO Funds, Swaps, TRFs)
- Administered multi-bank & multi-entity accounts, and executed cross-border capital allocation and intercompany payment settlements across the group.
- Supported investment research, due diligence and business development activities.
- Handled the full recruitment lifecycle for the company, from candidate sourcing to onboarding.
- Served as the appointed Money Laundering Reporting Officer (MLRO) for the credit function, providing compliance oversight on all transactional activity and maintaining rigorous alignment with govt. AML requirements and internal risk control frameworks.
- Drafted agreements and correspondence.
- Managed both domestic and cross-borders property accounts of real estate.
- Participated in end-to-end tax planning initiatives.
Owner at Aromatify - Scent Marketing (2022-04 – 2024-08)
Leave reason: Move back to HK
- Sourced and managed supplier relationships for diffusers, waxes, essential oils, containers, and packaging materials, negotiating favorable terms without compromising product quality.
- Designed and implemented end-to-end business infrastructure, including pricing models, subscription frameworks, and all sales/marketing collateral.
- Executed multi-channel client acquisition through online digital marketing and in-person networking events.
- Managed all financial operations: bookkeeping, cash flow tracking, invoicing, monthly reporting, and payment collection
Corporate Career Break at Career Break (2017 – 2023)
Dedicated to resolving personal and family commitments and priorities.
Trade Finance Specialist at O-Bank (Formerly known as Industrial Bank of Taiwan) (2015-04 – 2017-04)
Leave Reason: Corporate Career break
- Conducted daily transactions including the Loan drawdown, repayment & rollover and Trade Finance/Bills activities e.g. Import loan, L/C issuance, collections, amendment etc.
- Ensured the Loan drawdown & bill transactions complied with the credit terms and conditions
- Performed AML procedures of all the bills transactions e.g. identified suspicious or unusual activities, red flag clarification, original docs follow-up, world check;
- Conducted daily fund transactions and bank-to-bank communication by using SWIFT
- Conducted monthly meeting agenda and minutes
Trade Operation Specialist at Wells Fargo Bank (2014-05 – 2015-04)
Leave Reason: Got invited to O-Bank
- Issued import and advised export L/C items and conducted daily bills documents checking
- Conducted shipping documents checking and mailing;
- Ensured L/C transactions in accordance with bank policies and procedures
- Conducted daily cheque issuance and payment advice
- Performed AML procedures of all the bills transactions e.g. identified suspicious or unusual activities, red flag clarification, original docs follow-up, world check
- Conducted daily fund transactions and bank-to-bank communication by using SWIFT
