George Adkinson

Client Communications

George Adkinson

Client Communications

At work

George is responsible for the Marketing and Client Communications at Private Capital. Having completed four practising HKSI exams, he gained his SFC Licence in December 2023. He will look to complete CISI Investment Advice Diploma to gain his UK qualifications.

Beginning his career as a summer intern in 2018, George completed various months of internships in Hong Kong in different industries before commencing the role he currently occupies in April 2021.

George helps the advisers with back-of-the-office work, including cashflows, generating reports, and overseeing the efficient use of client communication.

At home

George focuses on keeping active by playing sports such as football and cricket on the weekend. During the week, George enjoys watching various live sports, tv shows or going to the gym.

 

Qualifications

Qualifications:

  • Ordinary Member of Hong Kong Securities and Investment Institute (M12595)
  • Ordinary Member of Chartered Institute for Securities and Investment (301253)
  • HKSI Practising Certificate – Asset Management
  • HKSI Practising Certificate – Securities
  • CISI - Investment, Risk & Taxation
  • The Mandatory Provident Fund Schemes Examination
  • IIQE Qualifying Examination - Papers I, II, III, V
  • CISI Level 3 Award for Introduction to Investment
  • Spotlight questions

    Where can we find you on an ideal weekend?

    Long hike then a couple hours on the beach

    What’s your favourite holiday destination?

    Český Krumlov

    What’s your favourite song to sing along to in the car?

    500 Miles - Proclaimers

    What was the first CD you ever bought?

    I got 4th place at my school dance and won 'NOW The hits of summer 2012'

    When the dessert menu arrives, what are you looking for?

    Banoffee Pie

    What’s the one thing you’d like to do before you die?

    Plan and complete a journey from Europe to Asia - No flying