About Wai Mo Wong (Mego)
With 9 years as a Relationship Manager in corporate banking in Hong Kong and China, I specialise in financial analysis, commercial lending, and structured finance in the real estate sector.
Transitioning to financial advising in the UK, I’m leveraging my CFA Level I & II credentials and pursuing the DipPFS diploma to become a trusted advisor in wealth management and holistic financial planning.
Additionally, I am passionate about AI and Python, which enhance my skills in financial modeling, investment strategies, and asset allocation through data analysis and automation.
I would appreciate any suggestions on my new career development in the UK.