Stanley Chan Email and Phone Number
A Certified Financial Planner (CFPCM) in Hong Kong with superb technical competency. Over 7-year experience on offering exceptional customer service experience to diverse clients with strong passion for providing holistic financial services. Won the award - ADVISOR OF THE YEAR 2012 by Benchmark Magazine Excellent telephone and in-person skills; capable to quickly establish rapport with clients, identify needs and match them with appropriate resources Skilled in persuasive sales techniques; able to convey information with creativity and sincerity, consistently winning new business. Won the BEST TEAM PRODUCTIVITY AWARD in Noble Apex Wealth in 2012 Trilingual in English, Cantonese and Mandarin
Precise-Itc, Inc.
View- Website:
- precise-itc.com
- Employees:
- 16
-
Facilities ManagerPrecise-Itc, Inc. Jun 2015 - PresentOttawa, Canada Area Manage the commercial hi-tech office premise, equipment and facilities Oversaw and ensure the proper inventory of office consumable -
Chief Business DirectorNoble Apex Wealth Limited Sep 2011 - Jun 2014Hong Kong Registered as investment license representative and insurance technical representative. Fostered client relationship and managed client’s investment portfolio & provided full range of financial services including mutual fund, securities, life & general insurances, pension for individuals and small businesses Acted as leader of a working group for serving and retaining the orphan clients, improving the client’s satisfaction level and generating new revenue Managed a team of 10 financial consultants, oversaw the operations and delegated tasks to ensure timeliness of various projects Supervised the financial consultants to ensure the compliance with the regulations and company working instructions -
Assistant Associate DirectorConvoy Financial Holdings Limited Sep 2006 - Aug 2011Hong Kong Registered as investment license representative and insurance technical representative to provide holistic financial services to customers Organized and implemented various sales campaigns to generate new revenue Achieved the personal / team business goals for different financial products and services Build relationships with external center of influence and referrals to provide optimal sales results
Stanley Chan Skills
Frequently Asked Questions about Stanley Chan
What company does Stanley Chan work for?
Stanley Chan works for Precise-Itc, Inc.
What is Stanley Chan's role at the current company?
Stanley Chan's current role is Facilities Manager at Precise-ITC, Inc..
What are some of Stanley Chan's interests?
Stanley Chan has interest in Education, Economic Empowerment.
What skills is Stanley Chan known for?
Stanley Chan has skills like Portfolio Management, Business Development, Financial Services, Management, Financial Planning, Risk Management, Business Strategy, Banking, Wealth Management Services, Investment Advisory.
Who are Stanley Chan's colleagues?
Stanley Chan's colleagues are Madgel Li, Pat Cheung.
Not the Stanley Chan you were looking for?
-
Stanley Chan
Kowloon -
-
Stanley Chan
Hong Kong Sar2ixiacom.com, yahoo.com -
Stanley Chan
Hong Kong -
Stanley Chan
Hong Kong Sar
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial