Wealth Protection and Succession Planning with Universal Life Insurance and Family Trust. Transfer of risks through high-end Medical, Critical illness insurance. Premium Financing, Tax and legal advisory is also available via strategic partners.

Establish and manage Crownstone Consultants Limited.Match a buy-sell agreement of a chemical tanker; and assistedpurchasing party to place a vessel financing through a bridge loan.Marketing Universal Life Insurance products to Mainland Chinese highnet worth individuals.Refer new prospects to Private Banks, Fiduciary Services Firms forwealth protection structures, legal advisory and banking services.

Travel extensively to meet high net worth individuals in greater Chinaregion and marketing Universal Life Insurance with premium financing.Work closely with Private Banks and liaise with their Trustee Services/Wealth Management to establish Private Offshore Companies (PICs)and Private Trusts for wealthy families.

Worked closely with HSBC Private Bank section and developed new insurance-trust businesses. Set up family trusts for clients who needed succession planning and wealth protection. Assisted on all underwriting processing.

Worked at Sun Hung Kai Financial Services and Dao Heng Bancassurance after graduated from USA with Master degree in Economics.

Execute transaction orders from clients on stocks, futures, options andFOREX.Study both macro- and micro-economic data, market information andprovide recommendations to clients.Promote company’s financial products and services to suitable clients,such as IPO, M&A and stock lending, etc.

Establish brand new Bancassurance platform for Dao Heng Bank.Sell education life insurance product, policy deliveries and provideafter sales services to Bank’s retail customers.Support branch managers and officers in marketing new insuranceproducts.Prepare business development plan and annual targets for branches.