Penny M.
Head of Legacy Planning, Global Private Bank @ Standard Chartered
About
Accomplished insurance and wealth planning professional with extensive experience in the private banking industry. Currently serving as head of legacy planning at SCB Private Banking, excel in developing strategic insurance referral solutions, managing complex client portfolios, and driving business growth.Expertise includes risk management, client relationship development, and market analysis. Holds Trust and Estate Practitioner (TEP), a Certified Financial Planner (CFP), and a Master of Laws (LLM) - diverse skill set and qualifications enable to create innovative strategies tailored to the needs of high-net-worth clients.
Hong Kong SAR
Hong Kong
Banking
Trust Services, Team Leadership, Estate Planning, Wealth Management Services, Director level
Experience
Head of Legacy Planning, Global Private Bank
Standard Chartered
香港特別行政區
Leading the global Legacy Planning team for Standard Chartered Global Private Bank in Singapore, Hong Kong and West. The Legacy Planning team acts as dedicated Private Bank resources to support the Global Private Bank frontline in insurance referral activities and to support clients in their legacy planning needs.
Director, Wealth Planning
Standard Chartered
Hong Kong SAR
Board of Directors
Institute of Financial Planners of Hong Kong
- Members Services Committee - Young Financial Planners Task Force
Vice President, Life Referral Business
Credit Suisse
Hong Kong SAR
First Vice President & Insurance Broker Advisor, Private Banking Division
China Construction Bank (Asia)
香港特別行政區
Associate Director
Jardine Lloyd Thompson PCS Limited
Hong Kong SAR
Education
City University of Hong Kong
Arbitration & Dispute Resolution
The Hong Kong University of Science and Technology
Double Major in Marketing & Management; Minor in Social Science
Penny M.'s Contact Information
Phone
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