HO WENG U Winnie
Macao
Summary
Experienced Financial Planning Manager and Children's Financial Literacy Trainer specializing in developing short, medium, and long-term savings and protection plans for adult clients. Committed to effectively teaching elementary school students about financial literacy concepts, including responsible money allocation and fostering gratitude towards parents' hard work.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Leisure Activity Teacher in Financial Quotient(FQ)
Colegio Diocesano de Sao Jose(5)
MACAO
10.2023 - Current
- Instructed P3, P4 students in Financial Quotient such as budget, spending, saving, sharing, simple accounting.
- Planned field trips to enrich students' educational experiences outside of the traditional classroom setting.
- Planned the games and made them easy to understand in every theme.
- Planned the FQ subject core with a focus on parents' love and consideration for their hard work.
Financial Planning Manager
Manulife
MACAO
10.2021 - Current
- Researched new investment options and strategies for clients' portfolios.
- Developed financial plans for clients to meet their long-term goals.
- Prepared presentations on various topics related to personal finance management.
- Ensured compliance with all applicable laws and regulations regarding financial activities.
- Provided guidance on investment decisions, taxes, insurance, and estate planning.
- Analyzed current financial situations and recommended strategies for improvement.
- Identified needs of customers promptly and efficiently.
Microbiology Engineer
Macao Water
MACAO
05.2015 - 06.2021
- Detection of Giardia and Cryptosporidium.
- Participation in the development of Clostridium perfringens detection work.
- Procurement of equipment and supplies for the Microbiology Department.
- Sample bottle storage and preparation.
- Preparation of culture media.
- Bacterial count, total coliforms, Fecal Streptococci, and Clostridium detection in water samples.
- Operation of pH meter and turbidity meter.
Administrative Assistant
Macao Water
MACAO
09.2010 - 12.2011
- Utilized LIMS (Laboratory Information Management System).
- Issued inspection reports.
- Responded to customer inquiries regarding water quality issues.
- Prepared purchase orders.
- Handled general administrative tasks.
Education
Bachelor of Science - Science in Biomedical Technology (Medicia
Macao Polytechnic University
MACAO01-2011
Skills
- Small Group Instruction
- Classroom Instruction
- Effective Listening
- Lesson Planning
- Issue Resolution
- Customer Service
- Professional and Courteous
- Documentation and Reporting
- Work Planning and Prioritization
- Computer Skills
- Laboratory Technic
Accomplishments
- A bronze award in an innovative creative competition and conducted enzyme substrate method detection for Legionella pneumophila in 2020,
- The Innovation and Creativity Competition nomination in 20118, the title is "Comparison of membrane filtration method, enzyme substrate Method, and ddPCR for Detecting Total Coliforms".
- A excellence award in an innovative creative competition and conducted membrane filtration method detection for Clostridium perfringens in 2016.
Languages
Chinese (Cantonese)
First Language
Chinese (Mandarin)
Upper Intermediate (B2)
B2
English
Upper Intermediate (B2)
B2
Certification
- 2023/9, TQUK certificate in children's financial management- curriculum development and teaching (level3)
- 2022/6, TQUK award in children's financial management (level2)(grade A)
- Insurance Intermediaries Qualifying Examination (IIQE) paper I, III, V, no.: 23027/APS.
Timeline
Leisure Activity Teacher in Financial Quotient(FQ)
Colegio Diocesano de Sao Jose(5)
10.2023 - Current
Financial Planning Manager
Manulife
10.2021 - Current
Microbiology Engineer
Macao Water
05.2015 - 06.2021
Administrative Assistant
Macao Water
09.2010 - 12.2011
Bachelor of Science - Science in Biomedical Technology (Medicia
Macao Polytechnic University
- 2023/9, TQUK certificate in children's financial management- curriculum development and teaching (level3)
- 2022/6, TQUK award in children's financial management (level2)(grade A)
- Insurance Intermediaries Qualifying Examination (IIQE) paper I, III, V, no.: 23027/APS.
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