Betty Lam

Financial Planning Manager @ Chubb Life Hong Kong

About

As a Financial Planner dedicated to helping individuals navigate their financial futures, I bring a unique edge shaped by my experience as a Project and Marketing Manager in the Fintech and Legal industries. This blend of strategic planning, cross-functional coordination, and client-focused problem-solving allows me to approach financial strategies with both creativity and precision.My time in the sports sector further refined my ability to communicate complex ideas clearly and collaborate seamlessly across teams—skills that are essential in crafting tailored financial solutions. With a strong foundation in project management, business dynamics, and accounting (backed by my academic background), I thrive on turning intricate challenges into actionable plans that drive growth and security.I’m passionate about leveraging my diverse skill set to innovate in the finance space and help others achieve their goals. Let’s connect to explore how we can collaborate to build financial resilience and unlock new opportunities together.- SFC CE No.: BXJ330- Individual Insurance Agent License: JJ1815- MPF Intermediary Registration No.:158288

Country

Hong Kong SAR

City

Central & Western District

Industry

Financial Services

Skill

Wealth Management, Private Market, Tax Planning, Debt Management, Investment Planning, Estate Planning, Retirement Planning, Financial Advisory, Financial planning basics, Risk Management, Market Analysis, Market Research, Finance, International Business, Accounting, Cost Accounting, Management, Presentation Skills, Strategic Planning, Proofreading

Experience

Financial Planning Manager

Chubb Life Hong Kong

2025-1 - Present · 1 yr 9 mos

Hong Kong, Hong Kong SAR

Guide individuals in managing their finances, achieving goals, and planning for the future with tailored strategies.

Wealth VP

Chubb Wealth

2026-2 - Present · 8 mos

Hong Kong, Hong Kong SAR

Leading HNW client wealth strategy & team performance, driving asset allocation, portfolio optimization and revenue growth for premium wealth business.

Initiator

WeMove HK

2025-10 - Present · 1 yr

Hong Kong, Hong Kong SAR

Project Manager

Lee, Tsai & Partners Attorneys-at-Law

2022-3 - 2024-5 · 2 yrs 3 mos

Taipei City, Taiwan

📣 Firm Marketing Managed social media (LinkedIn/Twitter), led website redesign, created news content, coordinated awards assessments, and planned anniversary events. Initiated alumni platform and podcast projects. 🤝 Association Support Supported WOB.tw and TFTA with whitepaper and conference project management, stakeholder coordination, survey execution, translation, press releases, and reporting. Handled international affairs, speaker arrangements, event logistics, marketing materials, and fintech market research

Project Manager/Executive Assistant to CEO

NSECURED

2017-6 - 2021-11 · 4 yrs 6 mos

Taipei City, Taiwan

-Strategic & Project Management Led market research, solution planning, OKR setup, and cross-functional projects with resource allocation, scheduling, and reporting. -Executive & Communication Support Facilitated CEO–team alignment, prepared presentations, interpreted key documents, and managed internal communications. -Operations & Admin Handled contract proofreading, email drafting, and supported sales meetings and goal tracking. -Marketing & Content Creation Produced brochures, videos, and website content; managed social media; organized events and public knowledge sharing.

Language Instructor

EDC Languages

2014-10 - 2017-6 · 2 yrs 9 mos

Hong Kong SAR

Corporation Traning 1-to-1/1-to-Many Tutoring

FOP Coordinator/Service Manager, Foreign Affair Dept. & Competition Management

Chinese Badminton Association

2010-11 - 2017-6 · 6 yrs 8 mos

Beijing City, China

🏸 International Sports Event Operations Managed top-tier badminton tournaments (Asian Games, World Championships, Thomas & Uber Cups, etc.) in dual roles: - Executive Assistant to Competition Manager Coordinated meetings, technical sessions, and stakeholder communication (BWF, LOC, media); oversaw announcer team, sports presentation, venue signage, and field-of-play logistics; supported foreign guest reception and annual confederation events. - Service Manager to Athletes/BWF Ensured hotel and training court readiness, facilitated athlete interviews, and provided operational support to BWF for smooth event delivery.