Moses Lai

Vice President at Grandtag Financial Consultancy & Insurance Brokers Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong, Hong Kong SAR, HK
Skills

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Bio

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Experience

  • Grandtag Financial Consultancy & Insurance Brokers Limited
    • Hong Kong
    • Financial Services
    • 1 - 100 Employee
    • Vice President
      • Aug 2023 - Present

  • 鴻通保險代理有限公司
    • 中國
    • Director of Training
      • Jan 2021 - Jul 2023

  • AIA Hong Kong and Macau
    • Hong Kong
    • Insurance
    • 700 & Above Employee
    • Director
      • Jul 2020 - Nov 2021

  • FWD Insurance
    • Hong Kong
    • Insurance
    • 700 & Above Employee
    • Senior Manager
      • Dec 2018 - Jul 2020

  • AIA
    • Hong Kong
    • Insurance
    • 700 & Above Employee
    • Manager
      • Aug 2013 - Dec 2018

      Working as Team Leader in PCS department which aims to develop HNW platform for AIA Agency Channel. Offering all-round training to frontline for expanding HNW business with universal life insurance products. Cooperating with different parties, i.e. private banks, trustees, medical centres, HNW underwriting team, agency management to deliver adequate premium financing solution to HNWI.

    • Team Head
      • Apr 2017 - Nov 2017

      Working as Team Head under Agency Business Development Department which aims to drive sales from agency force with compensations and contests. Involving daily communication, business analysis, marketing offer and rules and regulatries update. Ensuring business growth on the right track.

Education

  • 香港城市大學
    學士, 建築工程學系
    2002 - 2006

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