Leo Leung

Branch Manager at Prudential Hong Kong
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong SAR, HK
Skills

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Credentials

  • CPB® CERTIFIED PRIVATE BANKER™ 认证私人银行家
    Financial Planning Standards Board Ltd.
    Jan, 2015
    - Nov, 2024
  • CFP, Certified Financial Planner 認可財務策劃師
    IFPHK
    Jan, 2008
    - Nov, 2024

Experience

  • Prudential Hong Kong
    • Hong Kong
    • Insurance
    • 700 & Above Employee
    • Branch Manager
      • May 2015 - Present

      为中港两地中小企业主及商业高管提供综合财富规划及方案。透过海外投资、移民策划、资产保险及离岸信托达到创造财富、守护财富、传承财富的家业永续伟大目标。To provide integrated wealth planning and solutions for SME owners and business executives in Hong Kong and China. Through overseas investment, immigration planning, asset insurance and offshore trust to grow the wealth, protect the wealth and inheritance. 为中港两地中小企业主及商业高管提供综合财富规划及方案。透过海外投资、移民策划、资产保险及离岸信托达到创造财富、守护财富、传承财富的家业永续伟大目标。To provide integrated wealth planning and solutions for SME owners and business executives in Hong Kong and China. Through overseas investment, immigration planning, asset insurance and offshore trust to grow the wealth, protect the wealth and inheritance.

  • IPP_Leo_Professional
    • Hong Kong
    • Think Tanks
    • Director
      • Jul 2015 - Present

      本司愿景是对新一代财富持有者提供综合财富规划概念，并落实到创造、守护及传承家族财富。透过亲子教育、资产保护、产权梳理、移民策划、离岸信托、财富承传等服务具体实施。对于公私产权纠结不淸，多国籍身份的潜在税务风险，家族财产传承不到位等重大问题，我们的税务及产权梳理专家秉承合法，公平，保密及诚信的专业操守原则给于具体的建议。 本司愿景是对新一代财富持有者提供综合财富规划概念，并落实到创造、守护及传承家族财富。透过亲子教育、资产保护、产权梳理、移民策划、离岸信托、财富承传等服务具体实施。对于公私产权纠结不淸，多国籍身份的潜在税务风险，家族财产传承不到位等重大问题，我们的税务及产权梳理专家秉承合法，公平，保密及诚信的专业操守原则给于具体的建议。

  • Manulife
    • Canada
    • Insurance
    • 700 & Above Employee
    • Branch Manager
      • 2003 - 2015

      Comprehensive Financial Planning Process Agency DevelopmentCoaching Training Comprehensive Financial Planning Process Agency DevelopmentCoaching Training

  • Hilti Group
    • Liechtenstein
    • Construction
    • 700 & Above Employee
    • Sales Manager
      • 2002 - 2003

      Sales Management Sales Management

  • Hilti Group
    • Liechtenstein
    • Construction
    • 700 & Above Employee
    • Marketing Manager
      • 1996 - 2001

      Strategic Planning & Products Management Strategic Planning & Products Management

Education

  • 澳洲麥覺理大學
    Master of Management, Marketing/Marketing Management, General
    1999 - 2001

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