Microsoft office, Canvas & Zoom
Accomplished Division Director with over 20 years of experience in financial services, notably with AGBA/Convoy Financial Services Ltd. Demonstrated expertise in team management and leadership, successfully analyzing 800+ client financial situations and managing over 100 financial consultants. Proven track record in relationship management and delivering results through strategic leadership and innovative financial solutions.
AGBA/ OnePlatform provides all rounded financial services and Fin-TECH solutions on securities, funds, insurance, MPF , foreign property, landbank in the investment and healthcare field. It matches the most suitable agency products with the client’s financial needs and goals.
- Listed Company in Nasdaq
- be a role of RO/SFC (HK)
- analyzed 800+ clients’ financial situations and provided financial needs analysis reports
- managed over 100 financial consultants under my team for business
Convoy provides indepentant financial advisor services and Fin-Tech solutions on securities, funds, insurance, MPF, foreign property, landbank in the investment and healthcare field. It matches the most suitable agency products with the client’s financial needs and goals.
- be a role of RO/SFC (HK)
- over 20-years consultant services experience for insurance and investment
- analyzed 800+ clients’ financial situations and provided financial needs analysis reports
- managed over 100 financial consultants under my team for business
Ericsson provides all the corporate solutions of telecom, wireless & data equipment
- solution consultant for all telecom product (PABX,VoIP System, DECT System, IVR system & Call Centre Solution)
-solution design for telecom project
-project management for all telecom and data solution
-handling customer enquiries
-managing major accounts and channels
-commercial tender biding
PCCW provides the Telecom solution for SME
-solution sales of telecom system
-handling customer enquiries
-project management
-solution design for all telecom & data project
Team Management
Leadership skills
Meetings and presentations
Relationship Management
Microsoft office, Canvas & Zoom
Chartered Financial Field Leader (CFFL)
Certified Trust Planner (CTP)
Mini-MBA in Leadership Development
Chartered Financial Field Leader (CFFL)