Andy Ng, Cfa Cfp Email & Phone Number

- Provide investment advisory services to our high net worth clients and formulate strategic and tactical asset allocation- Having quantitative analysis with wealth management product team to evaluating product development- Communicate with District Head / Branch Manager on the business progress and outlook in formulation of corresponding support strategies.- Coordinate and support sales events (e.g. seminars) for both internal and external clients.- Conduct regular coaching… Show more - Provide investment advisory services to our high net worth clients and formulate strategic and tactical asset allocation- Having quantitative analysis with wealth management product team to evaluating product development- Communicate with District Head / Branch Manager on the business progress and outlook in formulation of corresponding support strategies.- Coordinate and support sales events (e.g. seminars) for both internal and external clients.- Conduct regular coaching, training and market / product briefing to sales staff to enhance their knowledge and selling skills. Show less

- Provide support and opinion on Products Launching , Sales Procedure, and Operating issues- Propose, deliver and execute personal wealth management solutions for clients referred from Corporate Department

- Manage an assigned portfolio of customers within the Priority business segments.- Marketing new business and proactively providing differentiated service to customers in order to maximize profitability.

- Developing client business and establish long-term relationships through an assigned Premier clientele portfolio- Manage the total wealth of my clients by matching our financial and investment product solutions to their needs