Senior Wealth Management Manager
CurrentDeveloping long-term relationships with my Hong Kong and Shanghai clients through identifying and managing unknown or unaddressed risks whilst actively growing their wealth to help them attain peace of mind in securing a future against uncertainties for themselves and those around them.Main solutions found most beneficial to my clients and their friends/colleagues include:+ Lifelong Personal Comprehensive Medical Cover(where ever you are, whatever you are doing, you are… Show more Developing long-term relationships with my Hong Kong and Shanghai clients through identifying and managing unknown or unaddressed risks whilst actively growing their wealth to help them attain peace of mind in securing a future against uncertainties for themselves and those around them.Main solutions found most beneficial to my clients and their friends/colleagues include:+ Lifelong Personal Comprehensive Medical Cover(where ever you are, whatever you are doing, you are fully covered for any eventuality)+ Income Protection to Provide Support for Oneself and their Family(no matter what happens to you, there will always be financial support to replace loss of income for 3-5 years without disrupting yours and your family's quality of life in any way)+ Growing as well as Accumulating Wealth(starting early in utilising time to build savings and set-up passive income channels for purposes such as early retirement or specifically for a dream/goal/purpose or commonly, education funds to take care of tertiary education fees and associated expenses for your children) Show less