Yancy Wong
@yancywong
I build institutional partnerships and revenue pipelines across digital assets, fintech, and private wealth.
Hong KongWhat I'm looking for
I've built institutional partnerships and qualified revenue pipelines at Hex Trust, onboarding Raffles Family Office and expanding coverage across family offices with $4.5B in AUM. I cross-sell custody, OTC trading, staking, API, tokenization, and payment solutions while using AI-enabled outreach to generate discovery calls and strategic partnerships.
Previously, I managed UHNW and HNW relationships across LCA Solutions and DBS Private Bank, covering wealth distribution, trusts, cross-border structuring, investments, and lending. As a TVB host and entertainment anchor, I've also developed confident Cantonese and English public speaking, live interviewing, and relationship-building skills.
Experience
Work history, roles, and key accomplishments
Onboarded Raffles Family Office ($2B+ AUM) and expanded institutional coverage across family offices totaling $4.5B AUM. Cross-sold institutional product suite and structured POBO/COBO solutions, while generating 30+ qualified leads per event with 18% conversion rate.
TV Host & Entertainment Anchor
TVB
Sep 2020 - Sep 2026 (6 years)
Hosted live television shows and high-profile interviews in Cantonese and English, demonstrating confident public speaking and audience engagement. Adapted quickly to high-pressure, fast-changing environments for flawless unscripted broadcasts.
Business Development, Assistant Vice President
LCA Solutions
Apr 2023 - Jun 2025 (2 years 2 months)
Managed 10 UHNW accounts ($80M+ AUM) in an EAM structure, leading wealth distribution, trust setups, and cross-border advisory. Led HK/BVI family office setups and M&A deals, including onboarding a $450M Latin American estate.
Co-managed 50 HNW accounts ($350M+ AUM; $1.75M–$2.8M revenue) executing trades across HK/US equities, bonds, funds, and structured products. Delivered leveraged loans, time deposits, insurance, trust setups, and BVI offshore incorporations.
Education
Degrees, certifications, and relevant coursework
University of Exeter
Master of Science, International Business Management
2015 - 2016
Grade: Distinction
MSc in International Business Management with Marketing Distinction from the University of Exeter.
University of Exeter
Bachelor of Arts, Business and Accounting
2012 - 2015
BA in Business and Accounting with Japanese Proficiency from the University of Exeter.
Tech stack
Software and tools used professionally
Availability
Location
Hong KongAuthorized to work in
Job categories
Skills
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