Lok Tin YauLY
Open to opportunities

Lok Tin Yau

@loktinyau

Detail-oriented intern with a passion for asset and wealth management.

Hong Kong
Message

What I'm looking for

I am looking for a role that offers growth opportunities and a collaborative culture.

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

PT

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.

HS

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 logoUK

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.

Tech stack

Software and tools used professionally

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