Hi, I’m
Liza Man Lai YEUNG
Summary
Manage three branches insurance business to ensure the satisfaction of monthly target Be a solution advisor to an individual TRs who arrange suitable products as Universal Life, Endowment and Health Insurance (critical illness and hospital expenses) and coaching Premium Financing as an alternative to client Monthly orientation class and insurance training workshop to new bank joiner Weekly report achievement to management level Closely work with OCBC insurance brokerage channel
Overview
2
Certifications
19
years of professional experience
Work History
MINz Insurance Brokers Limited
10.2025 - 11.2025
Job overview
- Working with the China RMs to explore and develop insurance opportunities
- Manage new business submissions, documentation, and policy issuance, resolve underwriting uncertainties
OCBC Bank Hong Kong
Insurance Sales Manager
10.2018 - 10.2025
Job overview
- To provide on-site sales support for insurance business
- To enhance the insurance selling skills of the front-line sales staff
- Collaborate with insurance product team to support the on-going insurance sales activity and product launch
- Report to Cluster Head on cluster insurance business
- Support Branch Managers on exploring life insurance business strategy from branch portfolio
- Provide coaching to branch sales staff in life insurance business
- Conduct joint call with branch sales staff to facilitate the selling and close deal
- Host workshop/clinic to uplift sales performance of individual sales staff
- Enhance the knowledge of salespersons on AML, compliance and regulatory related items
OCBC Bank Hong Kong
Senior Insurance Sales Manager
10.2018 - 10.2025
Job overview
- To provide on-site sales support for insurance business
- To enhance the insurance selling skills of the front-line sales staff
- Collaborate with insurance product team to support the on-going insurance sales activity and product launch
- Report to Cluster Head on cluster insurance business
- Support Branch Managers on exploring life insurance business strategy from branch portfolio
- Provide coaching to branch sales staff in life insurance business
- Conduct joint call with branch sales staff to facilitate the selling and close deal
- Host workshop/clinic to uplift sales performance of individual sales staff
- Enhance the knowledge of salespersons on AML, compliance and regulatory related items
CMB Wing Lung Insurance Broker Limited
Insurance Sales Manager
06.2016 - 10.2018
Job overview
- Gather information from China Merchants Bank Private Bank clients and Wing Lung Bank clients, assessing their insurance needs and risk profile (Manage individual insurance portfolio to ensure premium financial and collateral security)
- Research insurance companies' policies and negotiate with underwriters to find the most suitable insurance for bank clients at the best price.
- Ensure that bank clients understand the terms and the extent of the cover provided in line with industry regulations.
- Foresee bank clients' insurance needs, such as policy renewals or amendments.
- Advise bank clients on whether and when they need to make a claim on their policies.
- Arrange specialized types of insurance cover in complex cases; this may involve preparing reports for insurance underwriters and surveyors and negotiating with insurers.
- Build and maintain ongoing relationships with bank clients.
- Keep detailed records and complete administrative tasks such as paperwork and correspondence.
- Develop relationships with underwriters, surveyors, photographers, structural engineers and other professionals.
- Keep up with changes in the insurance market and in bank clients' industries.
- Collect insurance premiums and process accounts.
Hang Seng Bank Limited
Legacy Planning Manager
03.2015 - 05.2016
Job overview
- Manage the service environment at the branch to ensure satisfaction of high net worth (about HKD10,000,000 AUM) customers.
- Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
- Manage individual insurance portfolio to ensure premium financial and collateral security
DBS Bank (Hong Kong) Limited
Bancassurance Services Manager
12.2013 - 02.2015
Job overview
- To provide comprehensive financial strategies to clients including Risk Management, Wealth Management and retirement planning and Group Medical Insurance
- Analyze the needs of clients in different stages of life
- To take a positive leadership role in building and leading a branch retail banking
- Partner with Aviva and Manulife
Bank of China (Hong Kong) Limited
Financial Planning Manager
05.2013 - 08.2013
Job overview
- Presenting financial planning concept to bank customers
- Advice on financial solutions after financial analysis
- Tailor-makes insurance advice and plan, risk diversify and assets allocation to bank customer
- Maintain profitable relationship between bank staff, branch manager
The Hongkong and Shanghai Banking Corporation Limited
Financial Planning Manager
10.2012 - 01.2013
Job overview
- Manage the service environment at the branch to ensure satisfaction of Premier (about HKD1,000,000 AUM) customers.
- To provide comprehensive financial strategies to clients including Risk Management, Wealth Management and retirement planning
- Analyze the needs of clients in different stages of life
Standard Chartered Bank (Hong Kong) Limited
Business Insurance Specialist
08.2011 - 10.2012
Job overview
- To build a portfolio of Corporate or SME clients with a balance on risk and business
- Manage individual insurance portfolio to ensure premium financial and collateral security
- To provide comprehensive financial strategies to clients including Keyman Insurance, Risk Management, Wealth Management and retirement planning and Group Medical Insurance for corporate banking
- To market and introduce a full range of wealth management services and products including insurance and investment to cater for business
- To achieve individual targets through acquiring new business.
Chartis
Contract Benefit Consultant
12.2010 - 07.2011
Job overview
- General insurance support including inputting or updating client information
- Employees benefit services to potential clients
Bank of China (Hong Kong) Limited
Financial Planning Manager
11.2009 - 11.2010
Job overview
- Presenting financial planning concept to bank customers
- Advice on financial solutions after financial analysis
- Tailor-makes insurance advice and plan, risk diversify and assets allocation to bank customer
- Maintain profitable relationship between bank staff, branch manager
Prudential Hong Kong Limited
Executive Financial Services Manager
10.2008 - 08.2009
Job overview
- Provide financial analysis, advice and after-sales services to SCB clients
- Analyze client's financial needs
- Design tailor-made insurance, investment and retirement portfolios to meet client's needs
- Solicit and develop new insurance businesses and handle referral cases
AIG Private Bank
Trade Input Officer
10.2007 - 07.2008
Job overview
- New bank investment opening
- Securities, fund, bond and structures product input client's
Manulife
Financial planning officer
04.2007 - 09.2007
Job overview
- Analyze client's financial needs
- General sales support including inputting or updating client information and records after underwriting and policy issued has been completed
Education
Royal Melbourne Institute of Technology
Bachelor of Business from Management
01.2008
The Institute of Administrative Management
The international Diploma from Administrative Management
01.2003
Certification
HKSI Paper 1,7,8
Additional Information
- Proficiency in Mandarin and English
- Proficiency in Microsoft Office
Timeline
MINz Insurance Brokers Limited
10.2025 - 11.2025
Insurance Sales Manager
OCBC Bank Hong Kong
10.2018 - 10.2025
Senior Insurance Sales Manager
OCBC Bank Hong Kong
10.2018 - 10.2025
Insurance Sales Manager
CMB Wing Lung Insurance Broker Limited
06.2016 - 10.2018
Legacy Planning Manager
Hang Seng Bank Limited
03.2015 - 05.2016
Bancassurance Services Manager
DBS Bank (Hong Kong) Limited
12.2013 - 02.2015
Financial Planning Manager
Bank of China (Hong Kong) Limited
05.2013 - 08.2013
Financial Planning Manager
The Hongkong and Shanghai Banking Corporation Limited
10.2012 - 01.2013
Business Insurance Specialist
Standard Chartered Bank (Hong Kong) Limited
08.2011 - 10.2012
Contract Benefit Consultant
Chartis
12.2010 - 07.2011
Financial Planning Manager
Bank of China (Hong Kong) Limited
11.2009 - 11.2010
Executive Financial Services Manager
Prudential Hong Kong Limited
10.2008 - 08.2009
Trade Input Officer
AIG Private Bank
10.2007 - 07.2008
Financial planning officer
Manulife
04.2007 - 09.2007
The Institute of Administrative Management
The international Diploma from Administrative Management
Royal Melbourne Institute of Technology
Bachelor of Business from Management