Experience

Generali Asia

• Hong Kong
• Insurance
• 1 - 100 Employee

• Regional Distribution - Life and P&C Agency Transformation and Strategy

  • Oct 2022 - Present



Generali Hong Kong

• Hong Kong
• Insurance
• 1 - 100 Employee

• Director, Distribution Strategy Management

  • May 2020 - Sep 2022



Harvest Insurance Brokers ( HK)

• Hong Kong

• Director and Chief Executive

  • Sep 2016 - May 2020



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Senior Sales Manager, IFA Distribution

  • Sep 2009 - Sep 2016

  Senior Business Development Manager, Head of China Offshore IFA Distribution Senior Sales Manager - IFA Distribution Senior Manager - Business Development, Sales Support & Sales Promotions, Bancassurance Senior Business Development Manager, Head of China Offshore IFA Distribution Senior Sales Manager - IFA Distribution Senior Manager - Business Development, Sales Support & Sales Promotions, Bancassurance



Prudential plc

• Hong Kong
• Financial Services
• 700 & Above Employee

• Regional Manager, Branding, Communications and Marketing

  • Jan 2008 - Feb 2009

  1) Acted as a regional brand manager to monitor and guide country marketing teams (with a focus on China and Taiwan’s insurance and asset management operations, as well as Korea and Malaysia’s insurance operations) in the development of brand and integrated marketing campaigns (including online and event marketing) to achieve overall brand and business objectives through active participation in the process and sharing of learning and experiences around the region 2) Monitored the brand performance of local operations in Asia via brand tracking researches and advised on the upcoming brand strategies and area for improvement 3) Developed criteria for screening the Corporate Social Responsibility (CSR) options that best fulfilled the CSR strategy; helped local teams to identify local opportunities, guided local planning and implementation and evaluated the effectiveness of selected programs 4) Coordinated product and consumer research projects and distilled consumer insights which contributed to the development of needs-driven products and services, and appealing marketing propositions 5) Conducted orientations/training workshops on branding and CSR for newly recruited mangers in local countries Show less



Standard Chartered Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Marketing Manager, SME Banking

  • Jun 2002 - Dec 2007

  Marketing Manager, SME Banking 1) Managed the overall advertising budget to enhance the brand awareness of the SME banking services 2) Formulated an event marketing strategy to better engage the SME clients and generate more sales opportunities 3) Worked closely with the regional corporate affair team to increase the publicity of the SME business and the General Manager of SME banking to strengthen their leadership position in the market Key achievement: a) Appointed as one of the organizing committee members representing Standard Chartered Bank to launch the 4th annual meeting and conference of APEC Financial Institutes Dealing with SMEs in Hong Kong (APEC Financial Institutes Dealing with SMEs is one of the workgroup of APEC which consists of 14 Financial Institutions in Asia Pacific with an aim to assist the growth of Small and Medium Enterprises in the regions) 2) Sponsored the World SME Expo and organized exclusive client events with Hong Kong Trade Development Council 3) Achieved double digit growth in SME banking business 4) Was nominated to join the Talent development program organised by HR Show less



PCCW

• Hong Kong

• Loyalty Marketing Manager

  • 2000 - 2002



McCann Worldgroup

• Advertising Services
• 700 & Above Employee

• Senior Account Manager

  • 1997 - 2000