Prior to joining Balfour+Manson, I worked in the financial sector gaining experience in investment transactions. I also have a background in IT and media design. I am also fluent in Cantonese.
After a year and a half of studying and submitting assignments, I am delighted to have gained a Paralegal qualification in Wills, Trusts and Executries. The course provided knowledge and understanding of the procedures involved in the preparation of wills and powers of attorney and in the administration of trusts and executries.
Outside of the office I like to stay active by regularly going to the gym.
My role in the Private Client department is to support the team in administering trusts, personal financial management, drafting wills and powers of attorney and financial administration. I am also learning about private client tax as this influences much of the work we do.
I look forward to expanding my knowledge and putting my new skills into practice.