Experience

Core Pacific - Yamaichi International (H.K.) Ltd.

• Hong Kong
• Financial Services
• 1 - 100 Employee

• AD - Sales Management Office

  • Jan 2021 - Present

  - Be an Insurance and MPF Responsible Officer of the insurance broker; - Be responsible for managing and supervising the regulated activities, in full compliance with the internal guidelines; - Lead the IFA teams to provide insurance and investment services; - Supervise the Sales Management Office to provide product support and sales administration support to sales teams as well as client servicing. - Identify and implement product distribution strategies of Insurance and MPF products to meet business goal of the company; - Conduct product & knowledge briefing and seminar for sales teams. Show less



国泰君安国际 Guotai Junan International

• Hong Kong
• Financial Services
• 200 - 300 Employee

• Insurance Product and Loan Manager

  • Sep 2018 - Jan 2021

  - Closely work with insurance, MPF providers to monitor market development, obtain market intelligence to identify business opportunities and potential risks to management and teams; - Responsible for premium financing product development; - Arrange ongoing product training, provide market updates and all-round training to Wealth Management Team, Private Client team and Financial Service Team; - Joint client meeting and assist policy application if required; - Conduct product provider and product due diligence for life and MPF products; - Prepare new business workflow and develop required training materials; - Maintain product library and commission table. Show less



Core Pacific - Yamaichi International (H.K.) Ltd.

• Hong Kong
• Financial Services
• 1 - 100 Employee

• Vice President, Product Development

  • Jun 2015 - Sep 2018

  - Propose and implement with stakeholders on onshore and offshore insurance product propositions, and introduce new product providers, products, business strategies, promotions and trainings; - Closely work with insurance, MPF, trust service providers etc. to monitor market development, obtain market intelligence and identify business opportunities and potential risks to management and teams; - Conduct service provider and product due diligence; - Provide ongoing product and training support to mass market teams, private client team; - Plan, develop & organize the production of training materials and conduct sales training; - Perform comparison on insurance products and identify the strengths & weaknesses - Maintain product library. Show less



Haitong International Securities Group Limited

• Hong Kong
• Financial Services
• 700 & Above Employee

• Assistant Manager - Investment and Product

  • May 2013 - Apr 2015

  - Develop HNW products to meet PWM business need - Responsible for premium financing and credit financing product development; - Closely work with insurance, fund product providers and frontlines to obtain market intelligence and understand the needs of clients in order to propose product strategy and drive new product initiatives; - Provide product support, organize product trainings for IFAs, account executives; - Setup Private Wealth Management business platform; - Proactively work and communicate with stakeholders to discuss progress, issues and solutions; - Work with internal and external partners to develop marketing materials and website; - Prepare business and operation manuals. Show less



Convoy Financial Services Ltd

• Hong Kong

• Chief Wealth Management Advisor

  • Dec 2006 - Apr 2012

  - Explore new business leads by offering services in order to meet the customers' satisfaction; - Establish and manage relationship with clients; - Analyze and customize solutions to best fit the client's needs; - Closely work with insurance, MPF etc. providers to obtain market intelligence to form product strategy - Conduct corporate in-house training; - Proactively with different teams to design, co-ordinate, deliver team training in financial planning, products, market review; - Organize and conduct marketing events such expos, booths, seminars. Show less



The Star Gold Coast

• Hospitality
• 200 - 300 Employee

• Food & Beverage Attendant

  • Dec 2004 - Jan 2006



V Serviced Apartments

• Customer Service Officer

  • 2006 - 2006