Sam Kwok
Senior Wealth Management Manager, Chief Pension Consultant @ AIA Hong Kong and Macau
About
Personal Philosophy: A tailor-made financial planning will provide a step-by-step approach to a client's life's goal. I believe the most successful financial advisors are the ones who have an absolute passion for the subject where constantly learning about standards, laws, products within the financial and investment worlds that are constantly evolving. Successful financial planners are the ones that put interests of their clients first and provide support, motivation and guidance to help clients achieve their short term, middle term, and long term financial goals. Team Recruitment: Challenge District has been achieved the Top MDRT District by percentage of MDRT for consecutive 12 years. We are focusing on recruiting and cultivate young talents to be a professional financial consultant. If you love working with people, building connections and having strong desire in both career and personal growth, why not making it as your own career? If you don't build your dream, someone else will hire you to help build theirs. We are a group of expertises who specializes in wealth management and global top fund investment, trust service and retirement planning, etc. We provide one-stop solutions in wealth management services with great emphasis on investment. We partner with global private bank, fund houses including Morgan Stanley, JP Morgan, UBD, Franklin Templeton Investments, Schroder, Ernst & Young. We have a strong sharing culture. Our colleagues are from diverse backgrounds worldwide and local elite institutions, such as UC Berkeley, London School of Economics. Striving for the best, building a strong entrepreneurship and supporting each other at all times shapes our core values. Our renowned one-on-one coaching and mentoring for new team members enables you a rapid self-enrichment. No matter what background you came from, We will transform you current skills to become highly competitive in the business world, and achieve different milestones throughout not only your career, but open up new vista's for eye-opening experiences. Creativity and individuality are what we treasured We invest in our people at the beginning stage of your career, helping you to build your personal brand. We encourage individual growth and we believe your personal qualities can be showcased, leading you to career success and unlocking your own potential. We are currently offering below position, just free feel to send your CV to sam.kwok@aia.com.hk for application. - Wealth Management Manager - Wealth Management Trainee - Wealth Management Internship
Hong Kong SAR
Hong Kong
Financial Services
Adobe Photoshop, Microsoft Office, Visual Basic for Applications (VBA), Python (Programming Language), Bloomberg Terminal, SharePoint
Experience

Senior Wealth Management Manager, Chief Pension Consultant
Hong Kong
• Million Dollor Round Table (MDRT) Member, 百萬圓桌會會員 2020-2024 •Providing Consultation Services to over 600 clients in terms of Insurance, Investment and Retirement Planning, Tax Deduction, and MPF & Corporate Solutions. • Managing over 30 Million of MPF and Mutual Fund.

Research Analyst Internship
SIMCO Solutions Limited
Hong Kong
• Assisted in a research of enhancing employment of the disabled. • Designed a questionnaire for direct supervisors with disabled staff from about 400 SMEs.

Student Partner in Innovation+Business Economics@CUHK
CUHK Business School
Hong Kong
• Formulating a business development plan for Autopass, Man Wah Holdings Limited and Mall Parking. • Conducting focus group interviews with representatives from the Right Hand Driver Motors Association about the ideal functions of a parking application. • Conducting a field trip to Greater Bay Area with Education Bureau (EDB) for 30 secondary school teachers. • Organizing an Econgraphic Infographic Design Competition with EDB for 250 secondary school students. • Compiling teaching materials about smart city and artificial intelligence for EDB.
Education

Integrated BBA Programme- Concentrate in Financial Engineering
• Designed and purchased souvenirs with Photoshop for each event. • Organized orientation camp for around 150 Business Faculty freshmen. • Organized a concert and a ball for Business Faculty students in Business Festival.
Sam Kwok's Contact Information
Phone
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