Hello

From Driving Revenue to Partnership in Legacy Transformation

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For 17 years, I drove commercial growth in banking — leading strategy across customer and product portfolios in Hong Kong and globally. But over time, I noticed a deeper pattern: behind every financial decision was a human story — often unspoken and always complex.

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One early experience stayed with me. I was invited to observe a meeting with a high-net-worth client. The client spoke with confidence about markets and strategies. Then the relationship manager asked gently:

“You seem to know exactly what to do. What’s holding you back?”

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The room fell silent. That moment shifted everything from numbers to nuance, from performance to reflection.

The deal went through. But what lingered with me was this: People don’t always need more advice. They need someone who sees the whole picture and helps them clarify their terms.

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Over time, I heard sharing around the pressure of “doing things the right way", and many highly capable next-gen leaders hesitate to act boldly, especially when the path ahead feels emotionally charged or deeply personal.

It became clear: the challenges of legacy are rarely just financial. Behind them are questions about identity, trust, and navigating generational expectations with integrity.

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That understanding inspired me to shift paths. Today, I support rising leaders through a hybrid approach—coach, mentor, and advisor—grounded in experience and education.

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My work is private, structured, and empathetic. I hold space for people navigating complexity — helping them move from overthinking to clear, confident choices.

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Clients tell me:

• “I haven’t been truly listened to in years.”

• “You ask questions no one else does — and help me hear my answers.”

 

They come for clarity, privacy, and practical support. What we build together is trust, confidence, and direction.

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What Sets Me Apart​

• 17 years in banking leadership

• Cross-cultural fluency rooted in Hong Kong, with international experience

• Certified leadership coach, governance advisor, ESG analyst

• Deep understanding of Asian family dynamics and succession tensions

• Fluent in English, Cantonese, Mandarin

 

Education & Credentials​

• MBA

• MSc in Professional Accounting & Corporate Governance

• MSc in Sustainable Development

• Associate of Corporate Governance (ACG)

• Certified ESG Analyst (CESGA)

• Certified Anti-Money Laundering Specialist (CAMS)

• ICF Associate Certified Coach (ACC)

• Certified Hypnotherapist