Introducing Tat Wong, our Operations & Investments Manager

08/10/2020

By David Snelling

Personalised, one-to-one financial advice underscores everything we do at Charlton House. So, please meet Tat, our Operations & Investments Manager.

Giving our clients a personalised, one-to-one financial advice service underscores everything we do at Charlton House Wealth Management. This month, we thought we’d take our personal approach a step further by introducing you to one of the members of our team.

Meet Tat, our Operations & Investments Manager

Tat Wong is our Operations & Investments Manager. He’s in charge of onboarding clients, providing administration support for advisers, liaising with third party providers, and ensuring the smooth running of our HR, payroll, procurement, and reporting processes.

Ever since Tat joined us as Office Administrator in 2017, we’ve supported him in his professional development. He arrived at Charlton House Wealth Management with no finance industry experience, but in the past three years, he’s achieved some important industry accolades.

Having successfully passed six exams – for the Licensing Examination for Securities and Futures Intermediaries and the Insurance Intermediaries Qualifying Examination – Tat is now a licensed representative with the Securities and Futures Commission and a licensed Technical Representative (Broker) with the Insurance Authority.

We’re currently supporting Tat’s latest ambition to complete a two-year part-time Master of Business Administration (MBA) at The University of Hong Kong. Studying while working can be challenging, but we’re making it easier by providing Tat with a flexible working arrangement.

Tat says: “Charlton House Wealth Management is providing flexible working hours and a flexible working environment to support my study during weekday classes. It’s rare for people to work flexibly in Hong Kong, so I am really grateful for the company’s full support.”

In September, Tat celebrated the completion of his first MBA course and his third anniversary of working at Charlton House Wealth Management.

Tat adds: “I have achieved an enormous amount during my three years with the firm, but I still manage to squeeze in sports such as volleyball, badminton, and basketball, trips abroad, and spending time with my friends, family, and cat Fay-Fay.”

To speak to Tat or any other member of the Charlton House Wealth Management team, please don’t hesitate to contact us by email or, if you prefer to speak to us, you can reach us in the UK on +44 (0) 208 0044900 or in Hong Kong on +852 39039004.

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