Language : Fluent in English Cantonese and Mandarin
Education : Certificate IV in Finance & Mortgage Broking
Certificate of Registration (Real Estate)
BA Honor’s Degree in Business Administration – second honors
Coventry University, Coventry West Midlands, U.K.
Diploma in Accounting (ACCA Level II)
Coventry University
Diploma in Music
Wigan College of Technology
Professional Experience:
Nov 2014 to 2018 : Sales Consultant First National Real Estate
• Diary Management/ organise appointments
• Prepare listing kits
• and marketing of properties
• Attending meetings with photographers, consultants, and buyers
• Liaise with vendors and buyers
• Conduct open homes and buyer inspections
• Prospecting and database management
Jan 2012 to June 2013: Sales Manager, Changjiang Securities Holdings (HK) Ltd.
March 2009 to June 2011: Marketing Manager, Shenyin Wanguo Securities (H.K.) Ltd.
• Develop portfolios to meet the client’s objectives, taking into asset grown requirements on FX , Option , Future, Stock market and Fixed income product
• Liaise with high networth individual clients and provide advice to establish tailor-made investment portfolios.
• Ongoing monitor and regular review of portfolios performance, keeping in mind the dynamics of changes.
• Direct marketing to high net-worth clients internationally and following up with custom made financial proposal
July 2003 to July 2008: Director, Societe Generale Bank & Trust
• Meet/Beat USD 1,900,,000 annual targeted revenue
• Develop portfolios to meet the client’s objectives, taking into asset grown requirements
• Liaise with high networth individual clients and provide advice to establish tailor-made investment portfolios.
• Ongoing monitor and regular review of portfolios performance, keeping in mind the dynamics of changes.
• Direct marketing to high net-worth clients in Macau, China, Hong Kong Australia, and following up with custom made financial proposal
January2002 to June2003: Director, Global Private Banking Canadian Imperial Bank of Commerce
• Direct marketing to high net-worth clients in Macau, China, Hong Kong, Australia and following up with custom made financial proposal
• Meet/Beat individual goal of year end Assets Under Management CAD 80,000,000
• Meet/Beat CAD 500,000 annual targeted revenue
November 2000 to December 2001: Associate–Portfolio Manager, Horwath Financial Service Limited
• Develop financial plan to meet the client’s objectives, taking into consideration tax, asset protection requirements.
• Perform education planning, retirement planning, insurance planning, estate planning works and trust.
• Liaise with high net-worth individual clients and provide advice to establish tailor-made investment portfolios
• Ongoing monitoring and regular review of plan performance, keeping in mind the dynamics of changes.
• Direct marketing to high net-worth clients in Macau, China, Hong Kong (off-shore money), and following up with custom made financial proposal
• Estimated total net worth of USD 82,000,000 for existing client base
Apply for Mortgage Broker
Ms FloraTsang,
Home Address : 23 Violet St., Chatswood NSW 2067
Mobile : 0426 881 716
E-mail : floratwtsang@gmail.com
Language : Fluent in English Cantonese and Mandarin
Education : Certificate IV in Finance & Mortgage Broking
Certificate of Registration (Real Estate)
BA Honor’s Degree in Business Administration – second honors
Coventry University, Coventry West Midlands, U.K.
Diploma in Accounting (ACCA Level II)
Coventry University
Diploma in Music
Wigan College of Technology
Professional Experience:
Nov 2014 to 2018 : Sales Consultant First National Real Estate
• Diary Management/ organise appointments
• Prepare listing kits
• and marketing of properties
• Attending meetings with photographers, consultants, and buyers
• Liaise with vendors and buyers
• Conduct open homes and buyer inspections
• Prospecting and database management
Jan 2012 to June 2013: Sales Manager, Changjiang Securities Holdings (HK) Ltd.
March 2009 to June 2011: Marketing Manager, Shenyin Wanguo Securities (H.K.) Ltd.
• Develop portfolios to meet the client’s objectives, taking into asset grown requirements on FX , Option , Future, Stock market and Fixed income product
• Liaise with high networth individual clients and provide advice to establish tailor-made investment portfolios.
• Ongoing monitor and regular review of portfolios performance, keeping in mind the dynamics of changes.
• Direct marketing to high net-worth clients internationally and following up with custom made financial proposal
July 2003 to July 2008: Director, Societe Generale Bank & Trust
• Meet/Beat USD 1,900,,000 annual targeted revenue
• Develop portfolios to meet the client’s objectives, taking into asset grown requirements
• Liaise with high networth individual clients and provide advice to establish tailor-made investment portfolios.
• Ongoing monitor and regular review of portfolios performance, keeping in mind the dynamics of changes.
• Direct marketing to high net-worth clients in Macau, China, Hong Kong Australia, and following up with custom made financial proposal
January2002 to June2003: Director, Global Private Banking Canadian Imperial Bank of Commerce
• Direct marketing to high net-worth clients in Macau, China, Hong Kong, Australia and following up with custom made financial proposal
• Meet/Beat individual goal of year end Assets Under Management CAD 80,000,000
• Meet/Beat CAD 500,000 annual targeted revenue
November 2000 to December 2001: Associate–Portfolio Manager, Horwath Financial Service Limited
• Develop financial plan to meet the client’s objectives, taking into consideration tax, asset protection requirements.
• Perform education planning, retirement planning, insurance planning, estate planning works and trust.
• Liaise with high net-worth individual clients and provide advice to establish tailor-made investment portfolios
• Ongoing monitoring and regular review of plan performance, keeping in mind the dynamics of changes.
• Direct marketing to high net-worth clients in Macau, China, Hong Kong (off-shore money), and following up with custom made financial proposal
• Estimated total net worth of USD 82,000,000 for existing client base