1. Owen Chan Wai Kit Resume
Contact Detail: 9081 3466
E-mail: owenchanwaikit@gmail.com
Personal Profile
Name: Owen Chan Wai Kit
Working Experiences:
 4.5 years of financial planning, sales and marketing experience with Convoy
Financial Services Limited
 7 years of merchandising experience with PVH Far East Limited, a NYSE-listed
American clothing company which owns brands such as Tommy Hilfiger, Calvin
Klein, IZOD, Arrow and licenses brands
Education
Bachelor of Business Administration (Hons) in Business Management 2004 - 2006
City University of Hong Kong
Associate Degree in General Management 2002-2004
City University of Hong Kong
Form 1 - Form 7 1993 -2001
TWGHs Yau Tze Tin Memorial College
Achievements / Awards
I Club Member (Insurance business performance annual award) 2012-2013
Convoy Financial Services Limited
C Club Member (overall investment and insurance business 2012-2013
performance quarterly award) - 2 times
Convoy Financial Services Limited
W-Club Member (over 4 business cases monthly award) - 7 times 2012-2014
Convoy Financial Services Limited
Marketing Consultant in City University of Hong Kong 09/2003-04/2004
- Participating an university program of being marketing consultant for SME
- Providing marketing strategies for SME
The committee member of Debate club 09/2000-09/2001
- Champion of Tuen Mun Joint School Debate Competition

2. Owen Chan Wai Kit Resume
Contact Detail: 9081 3466
E-mail: owenchanwaikit@gmail.com
Professional Qualifications /Memberships
Papers passed in the Insurance Intermediaries Qualifying Examination (IIQE)
 Principles and Practice of Insurance Examination
 General Insurance Examination
 Long Term Insurance Examination
 Investment-linked Long Term Insurance Examination
License of MPF Intermediaries
License of securities and Futures Intermediaries
 Type 1 - Dealing Securities
Career Summary
Convoy Financial Services Limited 08/2011 - 03/2006
Chief Wealth Management Advisor 12/2012 - 03/2016
Senior Financial Consultant 02/2012 - 12/2012
Financial Consultant 08/2011 - 02/2012
Responsibilities as Chief Wealth Management Advisor
 Responsible for recruitment, team management and team training
 Conduct marketing activities and exhibitions for recruitment and clients
expansion, to achieve business target, such as education fund scheme,
retirement investment scheme, MPF consultation services, etc
 Manage the team's clients assets and review with the clients, to maintain long
term customer relationship
Responsibilities as Senior Financial Consultant
 Visiting corporate and clients to provide financial consultation services and
promote different financial products, such as corporate MPF scheme, general
insurance products, personal investment scheme, etc.
 Conduct marketing and promotion exhibitions
 Follow up and manage the clients assets, to provide follow up services
Responsibilities as Financial Consultant
 Visiting personal clients to provide financial consultation services and promote
different financial products, such as MPF scheme, investment and insurance
products
 Present the updated market news and providing investment advices to the clients
and the team
 Perform marketing research in financial industry

3. Owen Chan Wai Kit Resume
Contact Detail: 9081 3466
E-mail: owenchanwaikit@gmail.com
PVH Far East Limited 06/2004 - 08/2011
Merchandise Representative 06/2007 - 08/2011
Associate Merchandise Representative 06/2006 - 06/2007
Assistant Merchandise Representative 06/2004 - 06/2006
Responsibilities as Merchandise Representative
 Handling prices quotation and negotiations
 Performing revenue and cost analysis for maximizing the profit margin
 Exploring new fabric and garments from vendors in product development division
 Monitoring the garment sample production status and salesman execution with
good quality
 Leading market meeting with US team and vendors
Responsibilities as Associate Merchandise Representative
 Working with US teams to develop the new fabric and garment from vendors in
product development division
 Perform marketing research in Fashion and present
 Participating in salesman execution and monitoring sample production
Responsibilities as Assistant Merchandise Representative
 Assisting in monitoring production status with senior co-workers in production
division
 Conduct Clerical work
Gold Coast Hotel Limited & R.P. Hotel Limited 11/2003-03/2004
Causal Services Provider 11/2003-03/2004
Responsibilities
 Providing the front line customer services
 Assisting in implementation of various exhibitions
Computer Skill
 Proficient in Microsoft Word, Excel, PowerPoint, Chinese Processing
Languages
 Good in English, Mandarin]
 Native in Cantonese
Availability
Immediately Available