Sun Life Hong Kong
Financial Planner
Advise clients on MPF fund selection and portfolio allocation based on their investment objectives, risk tolerance and retirement needs. Provide guidance on savings and qualifying deferred annuity solutions.
Professional experience
Freelance
Independent Data Scientist · Project-based
Reconciled investment data across Excel files and third-party systems to support consistent reporting for finance and actuarial stakeholders.
AIA Hong Kong & Macau
Wealth Management Manager
Developed and maintained high-net-worth client relationships through tailored wealth-management proposals, ongoing client servicing and long-term relationship management.
HGTECH
Training Specialist
Coordinated recruitment, onboarding and employee training, including candidate sourcing, interview arrangements, training-needs analysis and programme delivery.
Technical & analytical skills
Programming & analysis
Financial & statistical modelling
Financial modelling
Time-series analysis
Predictive modelling
Data & reporting
Investment-data reconciliation
ETL pipelines & reporting automation
Tableau & BI dashboards
Additional tools: Databricks · Azure · Oracle Cloud · RStudio · Google Colab
Selected analytics project
DHgate.com — Capstone Project
Led a team to build machine-learning models using U.S. TikTok live-streaming data. Translated the findings into an e-commerce operating procedure covering product mix, audience size and session planning.
View project report (PDF, opens in a new tab)