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Tai Po
James Fong

James Fong

Business Workflow Consulting | Wealth Management

高层管理 / 咨询

Tai Po, Tai Po

社交


关于 James Fong:

  • Adaptable in working in different environment and teams
    • Deloitte Digital in London, UK
    • Deloitte Digital in Hong Kong
    • Family Office in Hong Kong
  • Strong skills in software operation
    • ServiceNow
    • Kingdee Cloud Constellation
    • Microsoft PowerPoint 
    • Microsoft Excel
  • Leadership and Teamwork
    • Competed in multiple Business Case competitions
    • Society president of University Sports Committee
    • Commitment in multiple sports teams

经验

Sou Lam Company Limited (Jun 2022 - Oct 2022)

  • Family Business Wealth Management
  • Securities portfolio performance management and analysis
  • Security transaction verification tool creation via Microsoft Excel

Deloitte Touche Tohmatsu Limited HK (Jul 2021 - Jul 2022)

  • Digital workflow consulting
  • Client training and workshop facilitation
  • UI front end portal design
  • Project proposal research and write up

Deloitte Touche Tohmatsu Limited UK (Jul-Aug 2019)

  • Competitive benchmarking of client relationship management
  • Microsoft Excel template drafting of EMEA region skills inventory

教育

Dual Degree of Global Business and Finance at HKUST (Sep 2020 - Present)

  • Currently in school outbound exchange program in EBS Paris
  • Expected second upper honors graduation
  • Studied business case analysis 
  • Attended Masters level Value investing course
  • Learnt business coding 

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