- Assist to redefine the overall strategy and business driver for product intelligence infrastructures;- Rebuild a practical and sustainable product delivery platform that drives profitability and growth;- Establish product mix strategy (cross sells & up-sells) from full products suites (funds, life insurance, general insurance, MPF, international properties);- Product Champions of full health products (Critical Illness and Medical) range;- Sit in the steering committee of ad-hoc projects (Agile transformation) to enhance sales and services journey (from pre-sales, sales to post-sales);- Introduce product campaigns and salesforce incentives;- Monitor regulatory framework and market landscape

- Manage & motivate 1,400+ sales force;- Be a communicator between front and back office (on-going strategic and performance review meeting, design the content of what, how and when to delivery);- Assist to establish consultancy rules and incentive (commission structure, probation, promotion and position maintenance);- Oversee business development (recruitment, retention, acquisition, productivity) across Hong Kong and MCV clients (Fly-to-Buy);- Supervise consultancy conduct (handling legal &/or compliance issue of PCPD, JFIU, code of conduct);- Assist in corporate functional development (as a role of subject matter expert to provide business requirement (UX, UI) for specific projects (I.T., finance and operation);

- Play major role on cultural building to comply with corporate core values and stronger brand awareness (Guinness World Record, HK 100, Totem Run, Oxfam trail walker)

Team Management of 30+ consultants;- Manage 200+ individual and corporate clients’ portfolio with asset under management (AUM) exceeding HKD 200 million;- Facilitate team sales and product training (onboarding & existing);- Create achievement driven (result oriented) model and incentive for the team, in result of “Can Do” personalities and achieve sales KPI;- Negotiate with third-party providers and product department for setting commission payout level to cope with changing regulatory regime;- Design team and clients’ proposition, to reinforce team positioning and client segment;