Jo Cheung Email and Phone Number
Jo Cheung personal email
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I joined the banking and insurance industry 10 years ago, and I have achieved one of the top awards and recognition in the insurance industry as MDRT. Our team has extensive experience and concrete asset portfolio management knowledge to provide premium financing, insurance and investment solutions, risk management service, etc. to clients. We also work with high networth clients advising them on personal financial and estate planning. Our leaders are passionate about leadership development, coaching and mentoring professionals to be the best they can be in the field of insurance and wealth management.If you are looking for a career that is financially rewarding and personally fulfilling, and If you are looking for a life and career coach or mentor who will help you get to the next level of success, why not contact me and learn more about how you too can achieve the level of success that you’ve always wanted?
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Senior Wealth Management ManagerAia Sep 2016 - PresentTsim Sha Tsui, Hong KongTo be a valued, member-driven, international network of leading insurance and investment financial services professional who serve clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity with the following service:Financial Planning and InsurancePersonal Portfolio ManagementRisk ManagementEstate and tax planningFamily OfficeEAM -
Assistant Head Of Planning And TrainingUnion Hospital 2012 - 2016Hong Kong Sar
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Wealth Management ManagerHsbc 2007 - 2011Hong Kong Sar- Provide expertise advice and wealth management solutions to achieve clients’ financial goals (insurance, bonds, funds, etc.) - Enhance existing Investment and asset portfolios with high value clients- Perform investment portfolio analysis and provide re-allocation recommendation- Build up and maintain business relationships with clients on their ongoing financial needs- Establish customer base through own network and upscale marketing events- Influence and facilitate cross-offer potential business opportunities for sustainable business growth
Jo Cheung Education Details
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Management Information Systems, General
Frequently Asked Questions about Jo Cheung
What company does Jo Cheung work for?
Jo Cheung works for Aia
What is Jo Cheung's role at the current company?
Jo Cheung's current role is Building Partnership with Portfolio Management and Insurance Professionals.
What is Jo Cheung's email address?
Jo Cheung's email address is ma****@****ail.com
What schools did Jo Cheung attend?
Jo Cheung attended City University Of Hong Kong.
Who are Jo Cheung's colleagues?
Jo Cheung's colleagues are Chan Robin, Edgar Santiago, 林海燕, 张荣贵, Klaudya C., Wong Kc, Amira Fazil.
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