Peter So Email & Phone Number

Hong Kong

Hong Kong Sar

Hong Kong Sar

Hong Kong

Hong Kong

Hong Kong

Job description and key responsibilities• As professional consultant to provide wealth successful planning solution, mainly through universal life insurance, to High Net Worth (HNW) clients of private banks and trustee• Provide wealth succession solution and universal life insurance training and consultation to private banks and trustee• Organize client events to drive sales production in wealth succession solution business for private banks

Hong Kong

Job description and key responsibilities• To retain and develop MME commercial insurance with the purpose of achieving a quantum leap in insurance commission to CMB in the next few years to meet the aspirational target set by our Group CEO for the insurance business. • Work with the frontline team leaders / SVPs / VPs / AVPs with regard to insurance business and at the same time provide excellent service to CMB customers.• Offering expertise in Keyman insurance, buy-sell agreement,… Show more Job description and key responsibilities• To retain and develop MME commercial insurance with the purpose of achieving a quantum leap in insurance commission to CMB in the next few years to meet the aspirational target set by our Group CEO for the insurance business. • Work with the frontline team leaders / SVPs / VPs / AVPs with regard to insurance business and at the same time provide excellent service to CMB customers.• Offering expertise in Keyman insurance, buy-sell agreement, Employee Benefits, Asset preservation, income protection to high net worth markets.Notables/Achievements• Sept, 2012Successfully closed the globally largest ever Jade policy with USD20M premium and created CMB income of HKD16M• Dec, 2012CMB Insurance Recognition Program 2012 HNW High Flier AwardAs of Dec 2012, generated CMB income over HKD55M• Jun, 2012CMB Insurance Recognition Program 2012 1st half HNW High Flier AwardAs of Jun 2012, generated CMB income over HKD21M• Dec, 2011CMB Insurance Recognition Program 2011 HNW High Flier AwardAs of Dec 2011, generated CMB income over HKD33M• 2011 - 2012Hall of Fame frequent qualifier Recognition of the achievements in insurance revenue generation. Show less

Hong Kong

Job description and key responsibilities• Supervise and coach 1 trainer and 2 training admins and report to AVP of Marketing.• Planning, budgeting and execute trainings for different channels as well as manpower allocation• Conduct focus groups, surveys and interviews to find out customers’ needs• Monitor and conduct Wealth Management, Risk Management and IIQE training series.• Responsible of all Work closely with HKCAAVQ for CPD assessment issues.• Arranging outside… Show more Job description and key responsibilities• Supervise and coach 1 trainer and 2 training admins and report to AVP of Marketing.• Planning, budgeting and execute trainings for different channels as well as manpower allocation• Conduct focus groups, surveys and interviews to find out customers’ needs• Monitor and conduct Wealth Management, Risk Management and IIQE training series.• Responsible of all Work closely with HKCAAVQ for CPD assessment issues.• Arranging outside speakers (fund houses, professionals … etc) to conduct internal trainings for agents, brokers, banks and bancassurance. • Develop training roadmap, TNA and set training plan.• Leading eLearning project to align company direction.• Support marketing events, such as being the MC for Investment Seminar and Investment Luncheon Show less

Hong Kong

Job description and key responsibilities• Be a team head of two to assist the section head in all activities related to the respective functional section in order to foster the professional image of the department• Setting up long term goals and plans for respective functional section so as to accomplish the training mission• Prepare annual budget and monitor the progress and budget of functions for respective functional section• Plan ahead on resources needed to accommodate the… Show more Job description and key responsibilities• Be a team head of two to assist the section head in all activities related to the respective functional section in order to foster the professional image of the department• Setting up long term goals and plans for respective functional section so as to accomplish the training mission• Prepare annual budget and monitor the progress and budget of functions for respective functional section• Plan ahead on resources needed to accommodate the activities of each functional section and able to set priorities by minimizing resources with maximum output• Strategic planning for relaunch of the Activity Management• Access personal competencies, values, goals and career plans• Provide guidance and support to team members• Supervise team members and ensure effectiveness and efficiency• Identify and analyze respective needs from training teams as specified in the organizational manual• Design, develop, implement and administer activities associated with essential needs• Coordinate and conduct quality training• Liaise with other departments and agency force on training and coordinationNotables/Achievements• Employee Recognition Award 2006 Grand Award Apr. 2007 • Employee Recognition Award 2006 Group Award Apr. 2007• Certificate in ISO 9001:2000 Internal Auditor Training Feb, 2006 • Service Ambassador 2004 Show less

Toronto, Canada Area

Job description and key responsibilities• Lead a team of around 20 financial advisory professionals to provide clients with high-quality financial planning tailor-made for every individual client’s needs through various means of investment tools• Provide trainings for new agents • Seminars were provided to different market fields on a regular basisNotables/Achievements• 1998 – Imperial Life Financial Toronto Victoria Branch – President Club (42,000 FYC)• 1997 -… Show more Job description and key responsibilities• Lead a team of around 20 financial advisory professionals to provide clients with high-quality financial planning tailor-made for every individual client’s needs through various means of investment tools• Provide trainings for new agents • Seminars were provided to different market fields on a regular basisNotables/Achievements• 1998 – Imperial Life Financial Toronto Victoria Branch – President Club (42,000 FYC)• 1997 - Imperial Life Financial Toronto Victoria Branch - August Contest Quota Breaker• April 7 to May 16 1997 – Imperial Life Financial Toronto Victoria Branch - “Ring in Spring” – First Year Commission 3rd Runner Up (12,000 FYC)• April 7 to May 16 1997 – Imperial Life Financial Toronto Victoria Branch “Ring in Spring” – Life Cases 1st Runner Up (12 life cases)• 1997 - Imperial Life Financial Toronto Victoria Branch – Agent of the Month Award – Life Cases – for April, June, July and November (45 life cases for yr 1997)• 1997 - Imperial Life Financial Toronto Victoria Branch – Agent of the Month Award – First Year Commission for April, June, July, August and November (38,000 FYC for yr 2007)• August & October 1995 - Imperial Life Financial Toronto Victoria Branch – Century Club Award• July – August 1995 - Imperial Life Financial Toronto Victoria Branch – “Over the Top Contest” Quota Breaker Show less