With over 11 years of work experience in the world’s top tier financial institutions, I have been trained to excel in the elements of Quality, Sales, and People management in the financial Industry. I aim at taking a management role in leading sales teams to gain a large market share in wealth management for the WM Elite, while providing a total solution of financial planning with a one stop service to our customers. I am committed to fully utilizing my expertise to achieve a high benchmark in this promising industry.
As of August 2009, we oversaw wealth management product sales from the world class Private Banks, top tier Securities Firm and the best Insurance Company. And we ensure our team fully complies with the regulatory requirements, internal policies and procedures. As one of the fastest growing teams among the financial industry, we have over 30 banking elites and over 70% of them were from the private banking sector, joining us with strong retail banking experience. The philosophy at WME is to promote and achieving the relentless pursuit for excellence leading on to building, managing and preserving your wealth. Every client is important to us, as we are important to you, that is why at WME, we are exclusively dedicated to meeting every need of each and every one of our clients.
2009 – Now |
OSK Securities Hong Kong Ltd
Director-Business Development |
2009 – Now |
Private Client Group Ltd
Director |
2009 – Now |
Capital One Ltd
Managing Director |
2008 – Now |
www.wongsir.hk
Commentator |
2008 – Now |
American International Assurance Co (Bermuda) Ltd
District Director |
Achievements |
|
2011 |
American International Assurance Co (Bermuda) Ltd
Agent of the Year
Emily Wong (Allen Chen's Team) |
2011 |
American International Assurance Co (Bermuda) Ltd
2011 GAMA Awards
Frontline Leader Award - Gold |
2011 |
American International Assurance Co (Bermuda) Ltd
2011 GAMA Awards
International Management Award - Diamond |
2011 |
American International Assurance Co (Bermuda) Ltd
Promoted to District Director within 3 years
|
2010 |
American International Assurance Co (Bermuda) Ltd
Group Annual Award 2010
Top Senior Managers (4th Runner-up) |
2007 |
Citibank
Oversea training at INSEAD Business School in Singapore (2007)
Leading the Effective Sales Force Programme |
2006 |
Citibank
Distinguish Sales Person Award (HKMA) |
2004 – 2007 |
Citibank
Incentive Trip – Bangkok (2004 MDRT), Osaka (2005 MDRT), Shanghai (2005 Elite Team), Australia (2006 MDRT), Taiwan (2006 Elite Team), Italy (2007 MDRT) |
2004 – 2005 |
Citibank
MDRT qualifier: TOT 2004, TOT 2005 |
2001 – 2002 |
Manulife
Preferred Club Member 2001, 2002 |
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