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Morton Lo, Cfa is listed as Investment Advisory Lead at Syfe Hong Kong | Wealthtech | ex Citigold | Finance RM coaching | Company spokesperson | HNW client management at Syfe, a company with 37 employees, based in Hong Kong SAR, Hong Kong, Hong Kong. AeroLeads shows a matched LinkedIn profile for Morton Lo, Cfa.
Morton Lo, Cfa previously worked as Investment Advisory Lead, Hong Kong at Syfe and Citigold Treasury Specialist at 花旗. Morton Lo, Cfa holds Bachelor Of Business Administration (B.B.A.), Financial Engineering And Economics from The Chinese University Of Hong Kong (Cuhk) Business School.
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Mr. Morton Lo is the Investment Advisory Lead of Hong Kong at Syfe, one of the fastest-growing and largest Digital Investment platforms in APAC with the mission to democratize institutional-level investment products and services. He is responsible for formulating targeted sales methodologies to procure clients across diverse wealth strata meticulously. He is a chartered financial analyst, the licensed representative for Syfe’s SFC Type 1, 4, and 9 licenses and got the MPFA Principal Intermediary (PI) license.Before joining Syfe, Morton was a senior investment specialist and client advisor among various renowned multinational financial institutions. Throughout his career, he has been serving more than thousands of clients, including a lot of high-net-worth and ultra-high-net-worth clients in Citigold wealth management and KGI Asia, leading bespoke, goal-oriented financial consultations to augment clients' wealth accumulation endeavors discerningly.He also conducted comprehensive market analyses and presented product propositions in reputable local financial channels. Before joining Syfe, he represented One Financial Market Asia, a broker regulated by the UK Financial Conduct Authority, as their Chief Analyst in Asia to present market analysis in the finance channel of CCTV, the national television broadcaster of China.
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香港特別行政區
Investment Advisory and Business Development- Conduct comprehensive market analyses and present product propositions in reputable financial channels (e.g., Sun Channel, Investalk, Strategist) to attract clients effectively- Formulate targeted sales methodologies to procure clients across diverse wealth strata meticulously.- Provide mentorship to junior.
香港特別行政區
- Provide daily market update and trading strategic plan for clients and individual sales staff- Promote and advise customers on treasury products with major emphasis on Premium Account (PA), FX margin, Treasury Plus, FX leveraged, FX conversion, gold trading, RMB, FX-structure product - Identify and solicit new leads for sales opportunity through outbound.
香港特別行政區 香港
- Manage clients discretionary accounts on trading equities, options, futures, and other derivatives - Search actively for new business including but not limited to equities, cryptocurrency, derivatives, futures, funds, bonds, ELIs, and insurance products - Help to maintain client portfolio and tackle their enquiries and problems on investment and.
香港特别行政区
- Help job matching of different IT, finance and accounting jobs- Search for new company clients which will consider outsourcing recruitment function- Negotiate with different external parties including Labor Department and other recruitment companies- Set up the operation and business model of the companies
中国香港
- Draft research reports every day on FX, cryptocurrency, market index or commodities CFD, URL of my research reports: http://www.ofmchina.com/news/market-news- Represent company making weekly FX analysis on CCTV- Organize seminars and make presentation to potential clients about FX education in various Mainland China cities- Handle a portfolio of retail.
China
- Handle a portfolio of retail and corporate clients from Mainland China on FX, cryptocurrency, index and commodities CFD issues on our platform, provide them with latest analysis and investor education- Drive an average of 1.8 - 2 million USD new deposit per month- Draft research reports every week on FX, cryptocurrency, market index or commodities CFD.
Other employees you can reach at syfe.com. View company contacts for 37 employees →
Dong Xinyu
Colleague at SyfeSingapore, Singapore, Singapore
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TC
Terence Chu
Colleague at SyfeHong Kong, Hong Kong SAR, Hong Kong
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DT
Dora Tan
Colleague at SyfeSingapore, Singapore
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JP
Jack Prickett
Colleague at SyfeSingapore, Singapore, Singapore
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DL
Dylan Leong
Colleague at SyfeSingapore, Singapore
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AA
Anmol Arora
Colleague at SyfeDelhi, India, India
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JL
Jinn Liang Kwok
Colleague at SyfeSingapore, Singapore
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RY
Ravindra Yadav
Colleague at SyfeNagpur, Maharashtra, India, India
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JT
Jessica T.
Colleague at SyfeHong Kong SAR, Hong Kong
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CL
Cynthia Lee
Colleague at SyfeSingapore, Singapore
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Quick answers generated from the profile data available on this page.
Morton Lo, Cfa works for Syfe.
Morton Lo, Cfa is listed as Investment Advisory Lead at Syfe Hong Kong | Wealthtech | ex Citigold | Finance RM coaching | Company spokesperson | HNW client management at Syfe.
Morton Lo, Cfa is based in Hong Kong SAR, Hong Kong, Hong Kong while working with Syfe.
Morton Lo, Cfa has worked for Syfe, 花旗, Kgi Asia 凱基亞洲, Alpha Hr, and One Financial Markets.
Morton Lo, Cfa's colleagues at Syfe include Dong Xinyu, Terence Chu, Dora Tan, Jack Prickett, and Dylan Leong.
You can use AeroLeads to view verified contact signals for Morton Lo, Cfa at Syfe, including work email, phone, and LinkedIn data when available.
Morton Lo, Cfa holds Bachelor Of Business Administration (B.B.A.), Financial Engineering And Economics from The Chinese University Of Hong Kong (Cuhk) Business School.
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