Lok Tin Yau
@loktinyau
Detail-oriented intern with a passion for asset and wealth management.
What I'm looking for
I am a highly motivated and detail-oriented individual with extensive internship experience in the asset and wealth management industry. My commitment to fostering strong collaborative relationships with both internal and external partners has been instrumental in advancing my understanding of the industry. I have demonstrated success in client relationship management, supported by insightful investment analysis, and I am eager to apply my analytical and strategic skills to drive growth and contribute to organizational success in my next role.
Throughout my internships at Prive Technologies and DBS, I have honed my skills in sales strategy, business planning, and digital product development. I have successfully identified and developed sales prospects, assessed market trends, and curated client-facing materials to deliver strategic portfolio proposals. My projects have included researching investment strategies and market opportunities, which have further solidified my understanding of the financial landscape.
As a co-founder of the HKU Social Data Science Association and a member of the HKU Investment Society, I actively engage in activities that enhance my knowledge and skills in data science and investment. My academic background in Social Data Science, coupled with my technical skills in Python and MySQL, positions me well for a successful career in asset and wealth management.
Experience
Work history, roles, and key accomplishments
Institutional Asset and Wealth Management Sales Strategy Intern
Prive Technologies
Jan 2025 - Present (6 months)
Assisted APAC market relationship manager on diverse duties, including identifying and developing sales prospects by adapting to client preference shifts. Assessed market trends and deployed Separately Managed Accounts strategies for External Asset Manager clients.
Strategic Business Planning Intern, Private Banking
DBS
Apr 2024 - Present (1 year 3 months)
Assisted APAC market relationship manager on diverse duties, including prospecting and pitching Dubai emerging market business opportunities. Planned and carried out client roadshows for business development.
Digital Product Intern, Private Banking
DBS
Jan 2024 - Present (1 year 6 months)
Assisted APAC market relationship manager on diverse duties, including enriching online equity self-trading capability and delivering FX contextual pricing model. Tracked and suggested UNHW portfolio appetite and investment strategies.
Commercial Banking Placement
HSBC
Jul 2023 - Present (2 years)
Assisted business banking relationship manager on diverse duties, including advising pre-selling products to newly acquired customers with triage prediction model. Developed cross products and department pipelines to prolong client attrition cycle.
Education
Degrees, certifications, and relevant coursework
University of Hong Kong
Bachelor of Arts and Science, Social Data Science
Grade: 3.43
Activities and societies: Co-founder – HKU Social Data Science Association, Member - HKU Investment Society Member, Gold Medallist & Team Leader – Inter Schools Swimming Competition.
Currently pursuing a Bachelor of Arts and Science in Social Data Science. The curriculum focuses on leveraging data analysis and social science principles to understand complex societal issues. Achieved a GPA of 3.43.
Availability
Location
Authorized to work in
Job categories
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