Work History

Work experience
May 2015 - Present

KYC team associate

China Trust Commercial Bank
      • Reviewed over 1000+ clients documents in the course of 2 months and performed customer due diligence function across to ensure the legitimacy of each account
      • Ensure the verification process is in accordance with local regulatory and policies
      • Managed legal risk and regulatory risk by verifying and identifying clients using Dow Jones risk and compliance system and in-house name checking system.
      • Ensure clients are correctly classified as prescribed by Policy and Regulatory expectations.
      Mar 2015 - Jun 2015

      Part-Time Account Assistant

      Coxell Digital Limited
        • Preformed AP/AR functions on a daily basis , including preparing, inputting and verifying over 100+ invoices
        • Supervised weekly stock take , authorized their report and exercised internal control
        • Reviewed and verified over 2000+ orders and calculated their corresponding costs in respect to the current exchange rate
        • Organized confidential data of 3 different companies
            Dec 2012 - Dec 2014


            Max Brenner
              • Proven ability to work well under pressure and capable to meet deadlines
              • 7 years' experience of customer servicing, and managing complex projects within time and budget constraints
              • Coached new staff and motivated them led to overachieve 120% of sale goal for 2 weeks
                  • Reduced stock waste by 50% by efficiently managing inventory levels, performing routine inspection and following up on store management procedures on a daily basis
                  May 2010 - Jul 2010

                  Tax Helper

                  Australian Taxation Office
                    • Processed over 200+ tax returns and helped over 250+ individuals in 2 months
                    • Analyzed over 800 financial statements , income statements and advised clients for their taxation solutions
                    • Helped clients to make their claims with a 90% outcome of clients being fully refunded
                        2008 - 2009

                        Working Holiday in Australia


                        2010 - 2013


                        University of Technology Sydney

                        Bachelor of business (majoring Finance) 

                        2006 - 2008

                        Higher Diploma

                        Institution of vocational education (Tsing Yi) 

                        Higher Diploma in Animatronics 




                        Adobe Illustrator

                        MS Office



                        Jan 2015 - Present

                        Insurance Intermediaries Qualifying Examination Paper I, II, III, V 

                        Jan 2015 - Present

                        Securities and Futures Intermediaries VII, VIII