Senior Wealth Management Manager | Unit Manager
Current☆☆☆☆☆ Achievement: Continuous MDRT Member(2018-2021,2024), AIA Agency Share Purchase Plan member; CB holder, ranked 2nd in the district in the number of customers for 2 consecutive years, etc.——1)Provided insurance planning services to customers; Compared and analyzed products such as insurance, MPF, fund.2)Maintained good relationships with existing customers and developed potential client base.3)Engaged appointments to cross-sell insurance products and closed deals.4)Conducted regular review to update clients on their plans or portfolio performance.5)Built long-term relationships with clients and expanded the network, about 40-50% of my customers have been referrals from existing customers, etc.