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. After obtaining his UK qualification in Paraplanning, he will look to complete the Investment Advice Diploma with the CISI to complete 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 – Securities
  • HKSI Practising Certificate – Asset Management
  • CISI - Qualification in Paraplanning (Level 4)
  • CISI - Award for Introduction to Investment (Level 3)
  • The Mandatory Provident Fund Schemes Examination
  • IIQE - General & Long Term Business (including Linked Long Term Business)
  • 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