A seasoned B2B sales professional with tracked record in leading a corporate sales team within the corporate services landscape and an entrepreneurial individual experienced in growing a business from 20 to 200 corporate clients.


  • Assistant Vice President, Team Leader - Business Development (Corporate)

    at Computershare Hong Kong Investor Services Limited

    March 2016 - October 2017

    Wan Chai

    • Led the corporate sales team for the share plan business in HK (i.e. technology based financial services solution) • Developed sales strategies for the HK market including target market identification, pricing, competitive strategy and value proposition • Hands on experience in sales processes with over 200 publicly listed companies since joining the company in 2011 • In FY16/17, my team generated over 60% of total new revenue for the company’s Asia share plan business and resulted in YoY 15% growth in revenue • Individual sales contribution of USD 3.7 mil in FY16/17 (overachievement of sales target by 50+%) • Led complex sales project and meetings that involved multiple stakeholders internally and externally including C-suites, stakeholders from different departments, as well as working partners • Experienced in negotiations • Devised sales related materials to facilitate sales • Team development and management • Conducted training seminars for up to 80 audiences

  • Business Development Professional

    at Computershare Hong Kong Investor Services Limited

    April 2011 - February 2017

    Wan Chai

    • Led junior team members and provided mentorship and supervision on team members’ work and performance • Independently managed entire sales process including prospect identification, sales pitch, solution and process flow design, consultations and negotiations, and closing the deal • Collaborated with another business line to establish a new product/service which later became a major revenue stream • Conducted revenue and cost analysis and assisted with revising the pricing strategy, which resulted in approx. 15% increase in the average revenue and internal costs savings per project • Developed key sales and marketing literatures including PowerPoint presentation master template; proposals master template; service description on company website; marketing brochures • Researched on market trend and competitions and prepared analysis report for the management team • Conducted in-house trainings for other teams and business lines to share market insights

  • Research Executive

    at The Nielsen Company

    September 2009 - November 2010


    • Worked in the market research team that specialized in research and analysis for financial institutions including retail banks; investment banks; insurance companies • Independently managed research project that generated USD 300,000 for the company • Assisted with key account project management through supervising cross countries teams’ progress on a weekly basis • Prepared analytical reports for corporate clients • Attended press conferences with clients to assist with report enquiries

  • Service Associate (Part-Time)

    at HSBC Bank of Canada

    May 2006 - May 2007

    British Columbia

    • Handled day-to-day banking work and enquiries from premier customers • Managed customer flow of the floor and resolved any immediate circumstances • Ensured high level of customer satisfaction through client-oriented approach and professional customer service • Generated upsell leads for account managers


  • Bachelor of Commerce (Finance & International Business)

    at University of British Columbia

    2002 - 2009 (7 years) British Columbia


  • English Negotiation

  • Chinese Native