Winnie has worked in the financial services industry for more than 15 years and she joined Praxis Group in 2023.
History
Winnie held various roles including business development, client relationships, and product management in her past career, she is currently focusing more on business development in the Asian market.
Before joining Praxis, Winnie worked in various international trust and corporate services firms and gained lots of valuable experience including working in an international corporate services provider, a private equity firm, and a professional independent trustee.
She studied in Canada and obtained her Bachelor's in 2001, she then studied a Master's course in business management in 2006. She completed the family office management certificate in 2021 and then completed the STEP Certificate in International Trust Management, becoming an affiliate member of STEP in 2023.
Roles and responsibilities
Winnie is responsible for driving the development and promotion of Praxis’ comprehensive range of corporate and private client solutions.
Winnie has a client-focused and dedicated client services skillset and over 15 years of experience in managing customer relationships, resolving complex issues, and driving client satisfaction. She has been working with some of the most prominent intermediaries in the market, developing and executing global revenue generating, business development, and internal and external communications strategies, those intermediaries include offshore law firms, insurance companies, accounting firms, professional advisory firms, company secretarial firms, and private banks, particularly in the APAC region but not limited to buddy offices via our global footprint.
In addition to having a strong commercial sense, Winnie is passionate about assisting clients in developing the best solutions for clients.
About Me
Winnie volunteered at her secondary school and was appointed financial secretary of the School Alumni for Tung Wah Group of Hospitals (TWGHs) where she assisted with a number of school activities, including academic scholarships and career support.
Winnie speaks fluent English, Mandarin, and Cantonese. In her free time, she enjoys family gatherings, playing tennis and travelling.