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Build client confidence and minimise their risk

Published on Thursday, 15 Mar 2012
Peter Li Yiu-kwok
Photo: May Tse

Peter Li Yiu-kwok worked in computer-parts trading and then as a customer officer at a music production house before joining the finance industry as a dealer in 2007. Last year, he set up his own company, Gold Treasure Enterprise (Hong Kong), where he serves as director. He talks to Wong Yat-hei

What’s your academic background?
I graduated from the University of Guelph in Markham, Toronto, with a major in business administration and economics.

How do you start your day? 
I update myself on the financial news and international issues while watching TV during my breakfast. In the afternoon, I will attend meetings to discuss investment plans with clients.

What does your job entail?
Setting company goals, managing and making business decisions based on long-term interests.

What were the major challenges you have encountered so far?
Locating active investors who are able to help in expanding our client base. If we can attract these investors and help them expand their business to the mainland, we are able to raise our competitiveness.

Another challenge is maintaining the confidence of clients whenever there are market fluctuations and significant international events. We have to build client confidence and minimise their risks in investing, which is never easy to do.  

What are your plans?
My current plan is to expand our business by enhancing the development of both local and foreign projects, and getting talented individuals to join us. 

For the long term, we are thinking of different ways to promote Gold Treasure Enterprise and have it listed in three years.

Any advice for those who plan to enter your industry?
Anyone interested in working in the financial markets should enhance their general knowledge in finance, including normal financial practices, investment strategies, risk analysis and stock yields. With Hong Kong’s open and free investment environment, working in the financial industry is one of the most popular career choices around.

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