Franky Cheuk 卓啓雄
Hong Kong
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
19
19
years of professional experience
Work History
Spokeperson
AGBA
Hong Kong
02.2013 - Current
- Educating the correct financial concepts to the public.
- Conducting interviews and representing AGBA in media appearances, including television, newspaper and online channels.
- Crafting key messages and talking points to communicate the organization's initiatives, strategies, and achievements.
- Exposure of television includes TVB, NowTV and iCable; newspaper financial column includes HKEJ, Ming Pao, EDigest.
Senior Division Director
AGBA
38/F, Hopewell Center, Wai Chai, HK
06.2005 - Current
- Improved division productivity by streamlining processes of different kinds of financial products.
- Managed cross-functional teams for successful project completion within budget and ontime.
- Developed strategic plans to address market shifts and capitalize on new business opportunities.
- Enhanced sales team's satisfaction through the implementation of professional development programs and performance-based incentives.
- Enhanced client satisfaction by providing personalized wealth management solutions and strategies.
- Developed comprehensive financial plans for clients, addressing their short-term and long-term objectives.
Education
Bachelor of Science - Economics
The Chinese University of Hong Kong
Hong Kong05.2005
Skills
- Supervision and leadership
- Strategic Planning
- Analytical and Critical Thinking
- Leadership Development
- Relationship Building
Timeline
Spokeperson
AGBA
02.2013 - Current
Senior Division Director
AGBA
06.2005 - Current
Bachelor of Science - Economics
The Chinese University of Hong Kong