KK Chan

Contribute and responsible for the team performance, achieving efficiency, risk control and promoting team spirit and professionalism. Meet annual goals/budgets set by manager for the team and self. Contribute to the recruitment, performance management and career development of the team. Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis. Manage existing and new client relationships in a thoroughly professional manner with the full support management and in line with the professional ethics and guidelines established by from time to time. Know all clients in the team, as well as to engage all their clients on a regular basis. Market a full range of Wealth Management products and services in a diversified manner to existing and new clients. Maintain communications with clients to assess their needs and risk profile, advise on appropriate protection and investment mix.

Experienced Senior Sales Manager with a demonstrated history of working in the Printing and advertising industry. Skilled in Advertising, Sales, Marketing Strategy, Direct Marketing and Digital Marketing.