chan wai

I am a seasoned financial services professional with over six years’ experience advising high-net-worth individuals and enterprise clients across wealth management and fintech. I hold a Master of Science in Financial Technology and Data Analytics and the FRM certification, and I combine advisory skills with technical fluency in Python, ML and analytics tools.

In client advisory roles I grew assets under management by 50% year-over-year and secured HKD 8M in premium deals, while managing top enterprise accounts that achieved 30% usage growth through targeted training and digital engagement. I proactively deliver market outlooks and personalized investment strategies that improved retention and generated referral sales.

I co-led cross-functional product and operational projects — from product upgrades completed ahead of schedule to digital transformations such as credit lending AI automation and e-banking token revamps — improving workflows and client experience. I’ve built fintech partnerships and new business teams that produced sustainable revenue and 15% YoY growth.

I’m collaborative, data-driven and client-focused, coaching juniors and aligning product, marketing and engineering to enhance product-market fit. I seek roles where I can continue to blend advisory work, analytics and product collaboration to drive client success and business growth.