What do you do at Hawksford?
Business Development for the Private Client segment at Hawksford
What do you love most about your role?
Meeting people, engaging with them, and developing trust structures for UHNW families
Why did you join PCD?
To meet new people and for networking opportunities
How has your business adapted in light of the COVID-19 crisis?
Most of our HNW clients prefer face to face interactions, as this is typical in Asian cultures. In light of the COVID-19 crisis, we spend more time engaging existing clients where the relationships have been built over the years. We see opportunities to deepen our existing relationships and review our clients' needs which may have changed over the years. With every crisis, I believe there are hidden opportunities for upselling and cross-selling our services. In administering the trust structures, we have adapted to the use of e-signatures for greater work efficiencies.
My top tip for working from home is...
Having a to-do list so that I can stay focused and work efficiently.
On a weekend, I am most likely found...
In the company of family and friends