Kelly joined the team following her graduation from University in 2008. She provides customer services to existing clients and administration support to wealth advisors. She has more than 8 years’ experience in the client services area, and is familiar with all the financial products we offer to clients. Her experience and expertise makes her a valuable member of our private wealth team.
Kelly holds a Bachelor of Marketing from Leeds Metropolitan University and a Higher Diploma in Business Promotion & Event Management from Hong Kong Institute of Vocational Education.