Overview
Work History
Education
Skills
Certification
Timeline
Generic

Wan Wa Lui

Hong Kong,Kowloon

Overview

6
6

Financial consultant

5
5
Certifications

Work History

Unit Manager

Manulife
06.2018 - Current
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Facilitated presentation and recommendation of services by optimizing client relationships.

Financial Consultant

Sun Life
01.2017 - 06.2018
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.

Education

BBA - Marketing

Tung Wah College
Hong Kong
09.2014 - 08.2019

No Degree - Higher Group Diploma in Business Studies

Hong Kong School of Commerce
Tsim Sha Tsui
04.2001 -

No Degree - Diploma in Accounting Studies

Hong Kong School of Commerce
Tsim Sha Tsui
04.2001 -

Skills

Report preparation

Staff Training

Certification

Paper I - Insurance Intermediaries Qualifying Examination (IIQE)

Timeline

Unit Manager

Manulife
06.2018 - Current

Financial Consultant

Sun Life
01.2017 - 06.2018

BBA - Marketing

Tung Wah College
09.2014 - 08.2019

Paper IV- Insurance Intermediaries Qualifying Examination (IIQE)

05-2014

Paper II - Insurance Intermediaries Qualifying Examination (IIQE)ob Title] - [Timeframe]

08-2013

Paper V - Insurance Intermediaries Qualifying Examination (IIQE)

06-2013

Paper III - Insurance Intermediaries Qualifying Examination (IIQE)

02-2013

Paper I - Insurance Intermediaries Qualifying Examination (IIQE)

09-2012

No Degree - Higher Group Diploma in Business Studies

Hong Kong School of Commerce
04.2001 -

No Degree - Diploma in Accounting Studies

Hong Kong School of Commerce
04.2001 -
Wan Wa Lui