Stanley Lam
Tainan,Taiwan
Summary
Professional business developer with more than 20 years’ experience in asset management and financial planning, complemented by experience in educational consulting. In the past 5 years, I have provided support and guidance to over 200 students and their families on their education paths that best suit the unique qualities of every student.
Overview
25
25
years of professional experience
Work History
Director
Scholar Partner Limited
06.2018 - 11.2022
- Managed a team of education consultants to help students to apply for boarding schools and universities mainly in US and UK
- Developed personalized education path for students
- Parent communication and consultation
- Organized marketing events such as exhibitions, public presentation and channels establishment
Director & R.O.(license Type 4 & 9)
Huajun Management Ltd. / Huajun Capital Ltd.
01.2018 - 11.2022
- Oversaw business development and investment management of company's proprietary asset
- Worked closely with legal department to comply with rules and regulations of HKSFC (Hong Kong financial regulator)
- Monitored departmental performance goals and rectified the underperforming areas
Director & R.O. (license Type 4 & 9)
Galaxy Treasure International Asset Management Ltd. (2017 – 2018)
07.2017 - 12.2017
- Oversaw business development of asset management sector of the Company
- Provided professional investment/wealth management solution to potential HNW clients
- To comply with the local regulations of financial industry and to maintain the updated working procedures
Associate Director
Bosera Asset Management (International) Co., Ltd.
09.2015 - 02.2017
- Led a team of sales to develop the institutional, wholesale and HNW business
- Provided investment education including briefing, training and roadshow to business partners (such as banks, insurance firms and brokers) and their clients
Education
Bachelor of Arts - Marketing
07.1994
Associate of Arts -
08.1992
Skills
- Business Development
- Strong leader, interpersonal and communication skills
- Target oriented and client focus
- Project Coordination
Languages
Mandarin, Cantonese
Native language
English
Upper intermediate
B2
Timeline
Director - Scholar Partner Limited
06.2018 - 11.2022
Director & R.O.(license Type 4 & 9) - Huajun Management Ltd. / Huajun Capital Ltd.
01.2018 - 11.2022
Director & R.O. (license Type 4 & 9) - Galaxy Treasure International Asset Management Ltd. (2017 – 2018)
07.2017 - 12.2017
Associate Director - Bosera Asset Management (International) Co., Ltd.
09.2015 - 02.2017
THE UNIVERSITY OF ILLINOIS AT CHICAGO, - Bachelor of Arts, Marketing
MORAINE VALLEY COMMUNITY COLLEGE - Associate of Arts,
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