Jacky Ching Email & Phone Number

Hong Kong, Hong Kong Sar

Portfolio Management, Mutual Funds Management, Health & Life Insurance Planning, Relationship Management,- Service and Assist HSBC HNW clients to grow and excel on personal wealth. - Financial Goals Planning Consultation (including Investment, FX and Insurance products)- Life Stages Protection Needs Evaluation (Wealth Inheritance, Family Financial Security)- Evaluate HNW client's Risk and Investment appetite to match their financial needs.- Build and Maintain Long-Term… Show more Portfolio Management, Mutual Funds Management, Health & Life Insurance Planning, Relationship Management,- Service and Assist HSBC HNW clients to grow and excel on personal wealth. - Financial Goals Planning Consultation (including Investment, FX and Insurance products)- Life Stages Protection Needs Evaluation (Wealth Inheritance, Family Financial Security)- Evaluate HNW client's Risk and Investment appetite to match their financial needs.- Build and Maintain Long-Term Business Relationships Show less

Hong Kong, Hong Kong Sar

Relationship Management, Mutual Funds Management, Employee Service Manager, Retirement Financial Advisory(RFA) - Team Leader, Investment Consultant - Advise and develop investment strategy that aims to meet clients’ objectives, needs and risk profiles - Develop and maintain long term client relationships with individual, family, and Corporate Clients - Keep updated with client profiles, investment objectives and risk appetite - Account and Portfolio Management, Client… Show more Relationship Management, Mutual Funds Management, Employee Service Manager, Retirement Financial Advisory(RFA) - Team Leader, Investment Consultant - Advise and develop investment strategy that aims to meet clients’ objectives, needs and risk profiles - Develop and maintain long term client relationships with individual, family, and Corporate Clients - Keep updated with client profiles, investment objectives and risk appetite - Account and Portfolio Management, Client Relationship Management - Wealth Management, Portfolio Advisory, Investment Planning & Consultancy - Retirement & Risk ManagementMPF & Employee Benefits Consultation - MPF consultation, consolidation and reallocation - Multi-stakeholder management and coordination - Handle and Communicate with client Inquiries, accurately allocate customer needs and focuses - Ensure plan and program changes properly implements to client’s strategy Show less

Hong Kong, Hong Kong Sar

Hong Kong, Hong Kong Sar

Coordinate new product design and business development with Global Partners in USA, Europe, Canada, PRC, Middle-East...etc Business Development - Product Design - Prototype Development - Manufacturing Operation - Logistic Organization - E-Commerce Planning - Customer Relation Management

Hong Kong Sar

Project Team Leadership- Team Management- Project identification and strategic planning- Coordinate and Execution of projects- Deadline Manage the Schedule Priortiztion- Budget Estimation and Monitoring - Progress Report and Measurement- Quality Control

Vancouver, British Columbia, Canada

Business Development Solutions- Project & Operation Management- Brand Establishment- Trade-show & Exhibitions Arrangements- Sales Monitoring & Forecast- Services Marketing

Hong Kong Sar

- Establish Marketing Team of 6, (Team Leader)- Successfully developed 4 additional market lines within a year. - Market researched and repositioned company's focus direction.- Cash-flow reallocation on annual budgeting, reservations focuses on new item development/projects - Established a long term business partner for the company by negotiating terms and conditions and persuading with mutual benefit

Vancouver, Canada Area

-Awarded with Top Sales Employee of the Month consecutively within two months period time by successfully customizing and advising clients in selecting the appropriate accounts and financial services -Expanded the company's client base with 80% success rate by effectively referring and cross-selling the Bank's products and services. -Accurately track abnormal account activities to avoid bank loss