Hometown: Hong Kong
Studied: Hong Kong University of Science and Technology
Languages: Cantonese, English and Mandarin
Interests: Spending time outdoors, practicing yoga and reading
I was born in Hong Kong and studied at the Hong Kong University of Science and Technology. My original focus was information technology, combining financial knowledge with science, as I enjoyed economics and computer programming. I’m glad that I am able to utilise the skills I learnt at university, such as logical thinking and numerical analysis, in my day-to-day work life.
I first heard about CLSA through friends, and was really impressed with the people I met and the entrepreneurial culture within the firm. My decision to join CLSA in 2006 was based on a number of factors, including the CLSA employees I met during the interview process, the challenging role being offered to me, and the tremendous potential for growth within the firm.
There is hardly a typical working day in the Asset Management business. I spend a lot of time talking to third party consultants in the markets in which we operate, reviewing investment and asset management strategies, executing and negotiating transactions with counterparts, and maintaining relationships with clients. I work in a range of time zones, and can often be found on conference calls late at night. I almost always face fresh challenges on a daily basis and I’m glad that I have a robust team who provide me with the opportunity to learn and innovate.
One of the most rewarding aspects of my job is that I get to facilitate returns on investments for CLSA and my clients. Many of my clients have become close friends.
My biggest learning curve was in 2014 when I took on a management role, allowing me to make key decisions pertaining to investments and capital raising from investors globally. I appreciate the opportunities that CLSA offers its employees. I’m impressed by the firm’s entrepreneurial culture and flexibility, especially with regards to management and decision making.
The best thing about working at CLSA is the support I am provided with to achieve my career aspirations. I feel incredibly blessed to be surrounded by smart, hardworking and creative colleagues!
My advice for graduates seeking a career in finance is to be proactive and ask lots of questions. Introduce yourself to people and network as much as possible. Demonstrate a strong work ethic. You should also read the financial news on a daily basis, so that you can pick up basic concepts and feel more comfortable discussing the financial services sector with those in the industry.
It’s hard but not impossible to have work/life balance. There is always another email to reply to or a problem to address, but you need to prioritise your tasks in an efficient manner, and understand what truly matters.
My proudest achievement is being a mother. The emotional connection I feel towards my child brings boundless elation and joy. Spending quality time with my family and hosting dinner with friends is the best way to unwind after a busy week.