Senior Manager, Wealth Management And Protection
CurrentI provide services for both individual and corporate clients worldwide on Wealth Management (/Asset Protection), Insurance Coverage (from General Insurance, Life Insurance, Income Protection to Medical Insurance), MPF (Pension scheme in Hong Kong), Financial & Retirement Planning, Annuity Plan, Capital Investment Immigrations, Employee Benefits on Group Medical/ Life/ Critical Illness/ Travel Insurance and etc. Feel free to drop me a line for consultations on enquiries or reviewing your existing plans.Achievement and recognition in 2021:- MDRT 2022IN 2020:- MDRT 2021- Top 4th - 10th Financial Planners in OLY Roundtable District- Quality Advisor Award 2021- Top 3 Group Medical Insurance Producer in OLY Roundtable District- Top 3 MPF Personal Account Producer in OLY Roundtable DistrictIN 2019:- Top Group Insurance Producer in OLY Roundtable District- Top 45 MPF Producer in AIAIN 2018:- Chief MPF Consultant, managing over 10million MPF asset; continuing to rank #1 in Olympia DistrictIn 2017:- Senior MPF Consultant- Ranked #41 in AIA (HK and Macau) as the top MPF producer; continuing to rank #1 in my district for the past 3 years- Senior Employee Benefit ConsultantIn 2016: - MDRT 2017- Ranked #63 in AIA (Hong Kong) as the top MPF producer; ranked #1 in my own district at Olympia- Senior Employee Benefits ConsultantCompany Background:AIA meets the long-term savings and protection needs of individuals by offering a range of products and services including life insurance, accident and health insurance and savings plans. The Group also provides employee benefits, credit life and pension services to corporate clients. Through an extensive network of agents, partners and employees across Asia-Pacific, AIA serves the holders of more than 28 million individual policies and over 16 million participating members of group insurance schemes.