Adrian Loh Email & Phone Number

Hong Kong Sar

Hong Kong Sar

• Assisted in handling internal/ external correspondences to schedule meetings for new business pitches and maintaining relationship with clients while ensured associates are adequately prepared for all meetings.• Maintained up-to-date records, activities and contact notes in marketing database in a timely and updated manner to monitor sales record progress and assisted to underpin the provision of business information.• Assisted to maximize productivity by following attainable project… Show more • Assisted in handling internal/ external correspondences to schedule meetings for new business pitches and maintaining relationship with clients while ensured associates are adequately prepared for all meetings.• Maintained up-to-date records, activities and contact notes in marketing database in a timely and updated manner to monitor sales record progress and assisted to underpin the provision of business information.• Assisted to maximize productivity by following attainable project timelines, keep teams on task to complete milestones according to schedule and proactively ask for feedback on operational concerns and issues.• Arranged complex international travel itineraries and accommodations for business needs while adjust and make alternative plans based on unexpected and unpredictable situations.• Provided a wide spectrum of administrative support, logistical needs for premiums and assisted in special department projects to ensure smooth operation within the team. Show less

Hong Kong Sar

• Managed professional and personal scheduling for executives to ensure priorities and goals are met and ensure information flow in a timely and accurate manner.• Arranged visa applications, business trip travel logistics, and accommodations for the investment teams to attend national and international meetings.• Provided extra support in the absence of the executive assistants.

Hong Kong Sar

• Scheduled appropriate internal and external meetings and executed internal approvals and authorizations for investment analysts and fund managers. • Arranged visa applications, business trip travel logistics, and accommodations for the investment team to attend national and international meetings and conferences.• Managed the reimbursement process including coordination of disputed, rejected, and delayed claims to ensure that the team is paid appropriately for their request.… Show more • Scheduled appropriate internal and external meetings and executed internal approvals and authorizations for investment analysts and fund managers. • Arranged visa applications, business trip travel logistics, and accommodations for the investment team to attend national and international meetings and conferences.• Managed the reimbursement process including coordination of disputed, rejected, and delayed claims to ensure that the team is paid appropriately for their request. • Coordinated with various departments to review and verify subscription platforms invoices for different payment cycles. • Performed data collection and analysis on financial markets including stock prices, ratings, and scenario values for fund managers.• Collected Hong Kong financial news, economic and market data for international investment team. • Conducted investment research on the Asian ex-Japan Public Equity market for the Stock Connect Program.• Generated daily and monthly investment background reports for fund managers and investment analysts to develop better investment strategies for the current portfolios as well as future investments. Show less

Hong Kong Sar

• Prepared meeting materials including daily business reports and analyzed statistical data for investment analysts and portfolio managers to fulfil and develop investment strategies.• Maintained internal and external meeting calendars and agendas for meetings between analysts, executives, and brokers within the investment department.