AeroLeads people directory · profile
Kelvin Y. Email & Phone Number
Director, Wealth Management and Protection
at
AIA
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Director, Wealth Management and Protection
Location
Hong Kong Sar, Hong Kong
Company size
Who is Kelvin Y.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kelvin Y. is listed as Director, Wealth Management and Protection at AIA, a with 46340 employees, based in Hong Kong Sar, Hong Kong. AeroLeads shows a matched LinkedIn profile for Kelvin Y..
Kelvin Y. previously worked as Director, Wealth Management & Protection at Aia and Managing Director & Principal Consultant at Crownstone Consultants Limited. Kelvin Y. holds Master Of Science - M.Sc, Economics from Texas A&M University.
Company email context
Email format at AIA
This section adds company-level context without repeating Kelvin Y.'s masked contact details.
AIA
Review company-level records connected to Kelvin Y. before choosing the right outreach path.
Profile bio
About Kelvin Y.
With more than eighteen years of financial consultancy experiences in wealth planning; especially with high net worth individuals in the past decade. Contact me for tailor-made structure to your family succession and wealth protection solutions.Currently reaching out to those who want new opportunities in this industry, giving them the opportunity to work along side me as my partner.
Listed skills include Financial Services, Wealth Management, Skilful In Microsoft Office, and Insurance.
Current workplace
Kelvin Y.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Aia
8 roles · 30 years
Kelvin Y. work experience
A career timeline built from the work history available for this profile.
Director, Wealth Management & Protection
CurrentWealth 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.
Jun 2016 - Present
Managing Director & Principal Consultant
Current
Crownstone Consultants Limited
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.
Aug 2009 - Present
Senior Vice President
Charles Monat Associates Ltd
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.
2004 - 2009
~5 yrs
Account Manager
Hsbc International Trustee Ltd.
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.
2002 - 2004
~2 yrs
Relationship Manager
Various Companies
Worked at Sun Hung Kai Financial Services and Dao Heng Bancassurance after graduated from USA with Master degree in Economics.
1997 - 2002
~5 yrs
Investment Consultant
Sun Hung Kai Investment Services Ltd.
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.
2000 - 2001
~1 yr
Customer Relationship Executive
Dao Heng Bank - Dao Heng Assurance Ltd.
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.
2000 - 2001
~1 yr
Team & coworkers
Colleagues at AIA
Other employees you can reach at aia.com. View company contacts for 46340 employees →
袁
袁伟高
Colleague at AiaGuangzhou-Foshan Metropolitan Area, China
View →
包
包国维
Colleague at AiaHuizhou, Guangdong, China
View →
DN
Dora Ng
Colleague at AiaHong Kong Sar, Hong Kong
View →
SH
Say Hann Ng
Colleague at AiaSingapore
View →
AK
Ananda Kumara
Colleague at AiaSri Lanka
View →
CC
Carmen Chan
Colleague at AiaHong Kong Sar, Hong Kong
View →
尹
尹红伟
Colleague at AiaMinhang District, Shanghai, China
View →
陈
陈贤慧
Colleague at AiaNingxia Hui, China
View →
CM
Candy Mok
Colleague at AiaHong Kong Sar, Hong Kong
View →
SW
Stella Wang
Colleague at AiaCentral & Western District, Hong Kong Sar, Hong Kong
View →
袁伟高
Colleague at AiaGuangzhou-Foshan Metropolitan Area, China
View →
包
包国维
Colleague at AiaHuizhou, Guangdong, China
View →
DN
Dora Ng
Colleague at AiaHong Kong Sar, Hong Kong
View →
SH
Say Hann Ng
Colleague at AiaSingapore
View →
AK
Ananda Kumara
Colleague at AiaSri Lanka
View →
CC
Carmen Chan
Colleague at AiaHong Kong Sar, Hong Kong
View →
尹
尹红伟
Colleague at AiaMinhang District, Shanghai, China
View →
陈
陈贤慧
Colleague at AiaNingxia Hui, China
View →
CM
Candy Mok
Colleague at AiaHong Kong Sar, Hong Kong
View →
SW
Stella Wang
Colleague at AiaCentral & Western District, Hong Kong Sar, Hong Kong
View →
2 education records
Kelvin Y. education
Master Of Science - M.Sc, Economics
Bachelor Of Science - Bs, Economics
FAQ
Frequently asked questions about Kelvin Y.
Quick answers generated from the profile data available on this page.
What company does Kelvin Y. work for?
Kelvin Y. works for AIA.
What is Kelvin Y.'s role at AIA?
Kelvin Y. is listed as Director, Wealth Management and Protection at AIA.
Where is Kelvin Y. based?
Kelvin Y. is based in Hong Kong Sar, Hong Kong while working with AIA.
What companies has Kelvin Y. worked for?
Kelvin Y. has worked for Aia, Crownstone Consultants Limited, Charles Monat Associates Ltd, Hsbc International Trustee Ltd., and Various Companies.
Who are Kelvin Y.'s colleagues at AIA?
Kelvin Y.'s colleagues at AIA include 袁伟高, 包国维, Dora Ng, Say Hann Ng, and Ananda Kumara.
How can I contact Kelvin Y.?
You can use AeroLeads to view verified contact signals for Kelvin Y. at AIA, including work email, phone, and LinkedIn data when available.
What schools did Kelvin Y. attend?
Kelvin Y. holds Master Of Science - M.Sc, Economics from Texas A&M University.
What skills is Kelvin Y. known for?
Kelvin Y. is listed with skills including Financial Services, Wealth Management, Skilful In Microsoft Office, and Insurance.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Kelvin Y. you were looking for.
View similar profiles
