Kit Tso Email & Phone Number

Hong Kong Sar

• 18-months rotation in the digital financial products and wealth departments in BOCHK and Guangzhou Provincial Bank, including wealth strategy, investment management, asset allocation, private banking frontline departments• Serving as a trainee wealth strategy analyst, using Bloomberg Terminal (finding economic data, financial news, composing charts, conducting technical analysis, etc.) to accurately analyse markets and asset classes in different regions, so as to update the WM RMs with different asset deployment strategies; Independently completed the study on "ASEAN 6 Countries Market Analysis and Strategy " and presented to whole department• Assist senior wealth analysts to complete the "Daily Market Commentary Highlights" report, "Financial Management Decoding" forum every month, as well as the twin weekly live broadcast in the "BOC Live Room" in BOCHK App to ensure clients understand our house views and financial management strategies

Jiangsu, China

• Prepared the hotel Q3 future monthly sales forecast, budgets and operational result based on the historical data, market analysis, economic outlook and current capabilities and resources• Drafted and presented the Q2 financial report to the executive board for review: proposed the 40% increase of B2B conference purpose services to boost the sales after the recovery from a pandemic

Hong Kong

• Awarded 2016 to 2019 Million Dollars Round Table member title: shortlisted top 10% consultant who closed at least HKD 2million deals for the company and achieve average HKD 600K commission income annually• Prepared over 250+ financial proposals (including saving and investment-linked policies) based on clients’ financial goals and risk assessment, and achieved 3 times higher referral rate than peers; maintained a client conversion rate of 65% average

Hong Kong, Hong Kong Sar

• Conducted extensive research and competitor analysis to assess the innovative budget hotel market size, potential opportunities, and performed financial analysis of the budget hotel industry to devise a business plan for the new venture• Secured HKD 350K of seed funding from external investors after extensive investment pitches• Enhanced the operational efficiency and monitoring by 80% using cloud PSM for workflow transformation, including supervising employees, tracking maintenance, and customer feedback• Developed strategy road maps that focused on revenue expansion in preparation for the next round of Series A venture capital entry negotiations which aims for faster market expansion through M&A

Master'S Degree, Finance And Financial Management Services, Distinction

Master Of Arts - Ma, Business Management, 2:1