Edward LEE
Wealth Management Manager at AIA Hong Kong and Macau- Claim this Profile
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Bio
LinkedIn User
Edward is an excellent wealth management advisor, always supporting us with detailed advice, and having meaningful conservation. He has a deep knowledge of AIA products and is keen to support his customers. I was supported by him for 1.5 years, having advice for hospitals, funds, MPF, etc.
Aurélien V.
A pleasure to work with Edward. Very available & reactive. Advised me on a few complicated topics. Always on top of things and making smart recommendations.
Jeannie Tang
Edward is a trusted wealth advisor who has been advising a lot of colleagues with medical claims, underwriting guidelines as well as ILAS. He always performs at his best capacity to ensure a smooth experience. I would therefore recommend him to other companies, as well as HR, which also require group medical or personal consultation regarding risk management and bespoke services.
LinkedIn User
Edward is an excellent wealth management advisor, always supporting us with detailed advice, and having meaningful conservation. He has a deep knowledge of AIA products and is keen to support his customers. I was supported by him for 1.5 years, having advice for hospitals, funds, MPF, etc.
Aurélien V.
A pleasure to work with Edward. Very available & reactive. Advised me on a few complicated topics. Always on top of things and making smart recommendations.
Jeannie Tang
Edward is a trusted wealth advisor who has been advising a lot of colleagues with medical claims, underwriting guidelines as well as ILAS. He always performs at his best capacity to ensure a smooth experience. I would therefore recommend him to other companies, as well as HR, which also require group medical or personal consultation regarding risk management and bespoke services.
LinkedIn User
Edward is an excellent wealth management advisor, always supporting us with detailed advice, and having meaningful conservation. He has a deep knowledge of AIA products and is keen to support his customers. I was supported by him for 1.5 years, having advice for hospitals, funds, MPF, etc.
Aurélien V.
A pleasure to work with Edward. Very available & reactive. Advised me on a few complicated topics. Always on top of things and making smart recommendations.
Jeannie Tang
Edward is a trusted wealth advisor who has been advising a lot of colleagues with medical claims, underwriting guidelines as well as ILAS. He always performs at his best capacity to ensure a smooth experience. I would therefore recommend him to other companies, as well as HR, which also require group medical or personal consultation regarding risk management and bespoke services.
LinkedIn User
Edward is an excellent wealth management advisor, always supporting us with detailed advice, and having meaningful conservation. He has a deep knowledge of AIA products and is keen to support his customers. I was supported by him for 1.5 years, having advice for hospitals, funds, MPF, etc.
Aurélien V.
A pleasure to work with Edward. Very available & reactive. Advised me on a few complicated topics. Always on top of things and making smart recommendations.
Jeannie Tang
Edward is a trusted wealth advisor who has been advising a lot of colleagues with medical claims, underwriting guidelines as well as ILAS. He always performs at his best capacity to ensure a smooth experience. I would therefore recommend him to other companies, as well as HR, which also require group medical or personal consultation regarding risk management and bespoke services.
Experience
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AIA Hong Kong and Macau
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Hong Kong
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Insurance
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700 & Above Employee
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Wealth Management Manager
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Nov 2020 - Present
Specialties: - Design personalized corporate group medical solutions for SMEs and MNCs, offering protection to employees who are company assets. Extra support includes new member briefing to company new joiners, which could be arranged on demand. - Assist corporate and individual clients with claims, major-scaled to minor issues. Successfully conducted more than 20 claims, for complex situations such as medical expense pre-approval services, claim case modelling for clients, a proper diagnosis from medical doctors. All these contribute to satisfying services among clients and a smooth experience not to worry about affecting their day-to-day cash flow. - Understand the business needs of companies, thereby providing pension support such as MPF services to HR (Compensation & Benefits), particularly on technicalities such as new employees on-boarding, remittance statements, statutory declaration on cessation of employment, claim form for reimbursement of long service payment/ severance payment. - Provide insights and individualized recommendations for clients who plan to immigrate to UK, Canada and Australia. Leveraging saving & investment-linked mutual fund products to ensure stable cash flow & quality of life due to relocation to new countries and suspension of management roles in HK. - Offer expats with insurance protection in Hong Kong, with clients from France, South Korea, China, Japan and Australia who are currently based in Hong Kong. Areas of Expertise: - Employee Group Medical Benefits - Mandatory Provident Fund (MPF) - General Insurance i.e. Employee Compensation (EC), Third Party Liability Insurance, Car Insurance - Individual Protection Coverage - Premium Financing (risks - interest rates, liquidity & loan, rewards - profitability & insights) - Retirement Planning - Investment-linked products - Claim Cases Modelling - Hong Kong Medical Landscape - Doctors Referral - Comparison of traditional agent-based insurance Versus. InsurTech firms Show less
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