MetLife, Relationship Manager, CFPCM

I inclined to offer financial products that would suit the 3-year plan of the client and at premium lower than their budget because that would allow them to make changes in their planning. My major clients are young professionals and highly educated individuals. They chose me because I am detail minded and I make sure they make informed decisions.

Manulife, Wealth Management Manager

在過去十年，我在港島香格里拉大酒店及洲際從事《品酒師》的職位。主要是用心為每一位客人提供美酒如何配搭上佳餚的專業意見及貼心的服務。

過往更取得不少相關的專業資格及奬項，以及在不同的媒體下分享相關的專業意見。

Manulife, Branch Manager, AIAM

以客户利益為大前題，習慣索償不同情況

FWD, Wealth Planner, MPF Consultant

A 2-year experiences wealth planner with more than 10 clients of diversify aspects, such as life protection, dividend saving plan, as well as MPF. Most of my clients seeking my advises on MPF and protection. With a better financial planning, I would help my clients switch their MPF choices in need to maximize the return. And for the protection, my focus is on the after sales services. Such as keep updating their portfolio with medical inflation and follow-up their claims.

Manulife, Senior Financial Consultant

擁有9年財務策劃經驗，是一位資深保險從業員，現為保險公司的高級理財策劃顧問，專責個人及商業保險，退休策劃，投資儲蓄業務。

2008年加入了宏利人壽保險(國際)有限公司，業務範籌包括傳統保險，投資相連保險，強積金及一般保險。 2012年獲得由南華早報及保險業聯會合辦的財務策劃師大奬的第一階段得奬者，肯定了其在保險業界的專業資格。