Cheuk Yan Mui
Hong Kong / London
Summary
Driven and proactive student with a deep appreciation for the significance of effective teamwork, communication, and leadership. Eager to learn and able to adapt quickly to different environments and learn new concepts. Committed to refining skills by learning form experienced professionals on the job.
Overview
3
3
years of professional experience
Work History
Summer Intern
Fargo Wealth Group
Hong Kong
06.2024 - 09.2024
- Completed research and due diligence reports for over 40+ structured products and notes.
- Involved in doing research and providing feedback for a new EAM model for Fargo Space.
- Assisted in Client KYC and onboarding with the company.
- Reviewed and updated IMA for the company.
- Done monthly best execution checks for trades made by the trading team.
Business Tax and Private Client Services Intern
EY
Hong Kong
06.2023 - 09.2023
- Family office set up advisory for High Net Worth Clients.
- Created feasibility study decks for family office set up and assessing tax implications.
- Organized a 5 day Next Gen Program in partnership with FWD insurance on wealth planning and succession planning for High Net Worth Individuals.
- Assisted on tax compliance and advisory.
General and Social Media Manager
ACPD Association For Child Potential Development
Hong Kong
06.2022 - 09.2022
- Created and managed the Facebook page for the startup
- Responsible for marketing, organizing admission of students and treasury work.
- Organised and promoted paid seminars leading to 100+ people in attendance.
Intern
Kiekert AG
Heiligenhaus, Germany
10.2021 - 11.2021
- Worked at the Finance, Purchasing and the Marketing department within a period of a month.
- Assisted the different departments in inventory checks and bookkeeping by using the SAP system
Education
Bachelor of Science - Economics and Management
King's College London
London 09.2022 -
A-Levels -
Abingdon School
Oxfordshire, United Kingdom 09.2020 - 08.2022
La Salle College
Hong Kong 09.2016 - 08.2020
Skills
- Banking product knowledge
- Customer onboarding
- MS Office
- Knowledge of financial software
- Written communication
Languages
Chinese (Cantonese)
Native
English
Fluent
Chinese (Mandarin)
Upper intermediate
References
References available upon request.
Timeline
Summer Intern
Fargo Wealth Group
06.2024 - 09.2024
Business Tax and Private Client Services Intern
EY
06.2023 - 09.2023
Bachelor of Science - Economics and Management
King's College London
09.2022 -
General and Social Media Manager
ACPD Association For Child Potential Development
06.2022 - 09.2022
Intern
Kiekert AG
10.2021 - 11.2021
A-Levels -
Abingdon School
09.2020 - 08.2022
La Salle College
09.2016 - 08.2020
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