Hong Kong SAR
Seasoned insurance and financial services professional with 9+ years of expertise in business development, compliance, and cross-border client communication. Extensive collaborations with institutions across Hong Kong, Mainland China, Taiwan, Singapore, Canada, and the United States have strengthened adaptability in diverse regulatory environments and earned recognition from globally renowned enterprises. Leadership philosophy centers on training, growth, and happiness as inseparable elements. Management is not only performance-driven but also about building trust, fostering transparency, and creating an inclusive environment where teams grow together. Under this approach, multiple team members achieved MDRT recognition, reflecting both professional excellence and collective development. Currently pursuing a Bachelor of Arts (Hons) in Business and Management at the University of Sunderland (expected October 2026) and holding an Advanced Diploma in Business Administration from the Society of Business Practitioners (UK), reinforcing a commitment to continuous learning and professional growth. Career aspirations focus on advancing within banking and financial institutions, leveraging cross-border expertise, compliance awareness, and a people-centered leadership philosophy to deliver sustainable growth, trust, and long-term value in complex global environments.
Driving business development and compliance oversight in a family office setting. Designed and optimized cross-border financial processes to ensure transparency and regulatory alignment. Fostered a people-centered culture where collective growth and professional development are prioritized, strengthening client trust and long-term sustainability.
Led business expansion initiatives and implemented compliance frameworks that improved operational efficiency. Directed a team of technical representatives and administrative staff, embedding continuous learning and transparent communication into daily practice. Delivered training programs that enhanced partner competence, resulting in stronger client retention and measurable performance improvements.
Supervised sales and administrative teams, ensuring compliance and operational excellence. Conducted due diligence reviews in Mainland China and optimized cross-border processes to reduce regulatory risks. Promoted fairness and transparency in team management, cultivating resilience and collective growth in challenging environments.
Recruited and managed a team of 13, with 5 members achieving MDRT recognition, reflecting collective success and professional excellence. Directed sales campaigns and recruitment activities, balancing performance goals with sustainable team development. Embedded training and motivational programs that improved innovation output, with new product proposals rising by 20% over two years.
Supported agents in sales development and recruitment, while managing policy renewals and cross-selling opportunities. Built trust through transparent communication and reinforced fairness in team operations. Established a collaborative environment where members grew together, strengthening cohesion and client satisfaction.