• About US

    The Hong Kong Society of Wealth Management (HKSWM) aims to provide professional examinations assisted training programmes to banking and financial practitioners for their preparation in awarding their professional qualifications from professional bodies, both in Hong Kong, Macau and overseas. HKSWM also offers a comprehensive range of professional services including continuing professional development (CPD) training programmes; consultancy services and project and events management, etc.

     

    Our mission is to contribute to the professional development of banking and financial practitioners and executives, and the growth of the financial industry in the region. HKSWM will partner with industry professionals and experts mainly from private wealth management, fund management, universities and leading business schools, and other professional bodies for the purpose.

     

    Our Team of Subject Experts include:

    • Experienced trainers/ speakers who understand professional examination/ assessment requirements and troubleshoot problems
    • Experienced tutors who will provide techniques for question-answering ability
    • Industry experts who will provide insight, market update and regulatory requirements and good practice

  • Our Team

    Principal Consultants

    Dr. Keith SUEN

    DBA, MBA (Mgmt. & Fin.), M (Appl. Bus. Res.), BSBA (Mktg., Fin. & Banking)

     

    Dr. Keith SUEN holds professional experience in Financial Services, Wealth Management, and Learning & Development from both the United States of America and Hong Kong markets, as well as the Doctor of Business Administration (DBA) Degree from European universities. 

     

    Dr. Suen started his financial career from San Francisco, California. Afterward, returned back to Hong Kong, and joined a professional institute for Banking Industry in Hong Kong as a senior learning and development manager, mainly responsible in leading different training and development projects, i.e. Qualification Framework (QF), Enhanced Competence Framework (ECF), Specification of Competency Standard (SCS) Based, Professional Qualifications development e.g. CFMP, CB and Regulators’ Dialogues and Directors’ Thematic Seminars, etc. In addition, Dr. Suen also worked at a listed International Securities Company, in-charged the team of training, responsible for the Training Strategy, Professional and Talent Development for the Group (including overseas offices). He works in different financial institutions and departments (front, middle and back offices) and possesses extensive work and training experience in the professional competence requirements and training development for financial practitioners in Hong Kong.

     

    Other than the Doctoral degree, Dr. Suen also obtained the Master of Applied Business Research, the Master of Business Administration (MBA) Degree DUAL majoring in Finance and Management, and the Bachelor of Science in Business Administration Degree TRIPLE majoring in Marketing, Banking and Finance, from the European and United State of America universities.

     

    Mr. Alvin MA

    Mr. Ma has been involved in the wealth management & investment banking field for over 35 years. He is now Managing Director & Partner (RO of both Type 4 & 9 License under the Securities Futures Commission (SFC) in HK) of Axiom Investment Management Limited. Prior to Axiom, Alvin was an Executive Officer in EFG. In addition, he also worked at different Chinese and Global Financial Institutions, i.e. China CITIC Bank International Limited, Credit Suisse, UBS AG, Standard Chartered Bank, Bayerische Verein sbank A.G. Hong Kong, and Citibank N.A. He has been involved in the wealth management & investment banking field at various international banks for over 32 years. With a focus on asset protection and management, Alvin specialises in financial planning and investment advisory through a variety of investment products. With his rich experience and expertise in wealth management, he is also a guest lecturer at numerous institutions and universities where he conducts seminars and courses on the topics of financial markets, derivatives, currencies, risk management, and asset protection and management.

     

    Mr. Ma received his Master of Science in Accounting and Finance from the Oklahoma State University, U.S.A. Mr. Ma is now a Certified Private Wealth Professional (CPWP). He is also a Certified Financial Management Planner (CFMPTM) & Associate AML Professional (AAMLP) member under The Hong Kong Institute of Bankers.

    Ms. Catherine NG

    Catherine has a legal background and has been working for major international banks in Singapore and Hong Kong since the early 1990's in roles that span the risk management and compliance functions in Corporate & Investment Banking and Private Banking. Catherine was instrumental in the setting up and running of the compliance function in several banks from 1998 and has held Head of Compliance and MLRO positions in the region overseeing regulatory compliance, AML/CFT and compliance controls. In her last role, Catherine was the Regional Head of Compliance for a global private bank.

     

    She currently runs her own compliance advisory and consultancy business and actively contributes to the enhanced competency framework for private wealth management and AML/CFT by the Hong Kong Monetary Authority (HKMA) through The Hong Kong Institute of Bankers (HKIB).

     

      Ms. Helen KWOK

      Helen has been a financial services consultant for more than 8 years in global consulting companies. Her coverage including data and risk analytics, risk management, regulatory compliance, financial crime compliance, fintech and regtech solution application and implementation. Her experience covers Hong Kong, China, Taiwan and South East Asia. Prior to her profession as a consulting, she worked with the Hong Kong Monetary Authority and professional trainer the Hong Kong Institute of Bankers on a part-time basis.

       
      Helen is degree holder of Juris Doctor, Master of Science in Finance and Bachelor of Social Science with Honours.

       

        Mr. KAM Yan Sang

        Mr. Kam is working as Principal Consultant in CTRisk Solution. Mr Kam has worked as Executive Director of a well-known Chinese bank. He has been working in private wealth management field in various banks including Standard Chartered Bank, ING Asia Private Bank, Credit Agricole (Swiss), Bank of China International, and ICBC Asia. Before that, he was working in capital market and treasury for 12 years for banks including Mitsubishi Trust & Banking, Societe Generale Asia, DKB Asia Ltd .

         

        Mr. Kam has the professional qualification of MSc in Financial Management by University of London and BA (Hons) by University of Hong Kong. He is also a Financial Risk Manager (FRM), Certified Management Accountant (CMA), Certified Private Wealth Professional (CPWP), and Certified Anti-Money Laundering Specialist(CAMS®).


         

          Dr. Raymond LEE

          Dr. Lee has over 20 years’ experience in financial industry specialized in investment, analyzing and wealth management planning. He is a senior Consultant of The Hong Kong Institute of Bankers and a lecturer at local universities in Hong Kong for 10 years. He conducted training courses and seminars for various banks and financial institutions in the areas of accounting, law, economics, financial planning, investment management, corporate finance, foreign exchange, fund management and banking system, etc.

           

          Dr. Lee holds the qualification of PhD (Finance), MPhil (Economics and Finance), MPhil (Accounting and Law), BBA (Hons.) in Finance, FChFP, CFAI, CFSI, FCAMA, MHKSI

           

          Dr. Lee has also worked and participated the following positions:

          • Investment Bank Analyst, Credit Suisse First Boston – managed and traded over USD 100 million assets
          • Project Analyst, Asia-Pacific Economic Cooperation (APEC) recruited by HKSAR
          • Lecturer and Analyst for different Universities (i.e. The Chinese University of Hong Kong, City University of Hong Kong, Hong Kong Baptist University, and The Open University of Hong Kong)
          • Honorary Advisor, The Chinese University of Hong Kong
          • Executive Director, Hong Kong Financial Services Professionals Association Limited (HKFsPA香港金融業協會)
          • Subject Specialist, Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ)
          • Academic Accreditation Committee, International Association of Registered Financial Consultants (IARFC)
          • 擔任中國人民銀行(PBoC)研究院之金融學客席教授

           

            Mr. Jaffy NG

            Mr. Ng possesses over 35 years of all rounded and hands on experiences relating to credit risk control and management role, he began his career by spending in corporate banking of leading European banks, say in chronological order: Barclays, Bank Austria, and KBC, as analyst and credit administration manager on working capital finance, project finance, syndicated lending etc, in early stage.

             

            Later after 1996, he started his private banking journey at UBS as credit controller and evolved into credit origination/structuring role on portfolio lending and special credit structure like yacht financing and mortgage-backed deals to enhance private banking business. Then, he started a new experience in private banking platform and overlook credit solution on Lombard loans, UL policy financing etc, AML control, KYC and onboarding approval with a China-based bank.

             

             

              Senior Advisors

              Mr. Peter LIU

              Mr. Liu possess over 30 years of professional insurance and wealth management experience in Financial industry. In additional to his professional experience in finance, Mr. Liu holds sufficient experience in professional training, and provides training consultancy for Multinational Financial institutions, Government, and Universities.

               

              Mr. Liu has professional qualification of Master of Business Administration and Bachelor of Art degrees, and also Certified Instructor of Hypnotherapist and Certified Hypnotherapist, Master NLP Practitioner, Life Underwriter Training Council Fellowship, and Fellowship of Chartered Financial Practitioner.

              Mr. Johnny CHAN

              Mr. Chan is an expert in Investment and Financing, and Asset and Wealth management for High-net-worth individuals. He holds the qualifications of Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM). Johnny graduated from the Chinese University of Hong Kong with a bachelor's degree in Economics and a Master’s degree in Business Administration from the Shanghai University of Finance and Economics.

               

              Johnny provides advisory service regarding merge and acquisition, investment and financing to listed companies in Hong Kong (such as issuing Bonds, green financing instruments and other financing instruments), and also provides pre-IPO advisory and related capital market services to companies planning to go IPO in Hong Kong. He also provides asset and wealth management services to high-net-worth clients and their corporate (with AUM over hundreds of millions of dollars). In the past, he provides training consultation services to over 100 start-ups from the greater China area. He also gives training consultancy for the Global, Chinese and Local Financial institutions on different topics of the financial market.

               

            • Scope of Services

              Our training programmes for financial professionals include :

              • Professional Examination Assisted Training Workshops
              • Continuing Professional Development (CPD) training courses
              • Projects and Events management
              • Consultancy and advisory services

              Our Training Courses

              is equipped with qualified and profound trainers who have good experience in the financial industry particularly in retail banking and private banking, wealth and asset management, risk and compliance, and treasury realm who will deliver quality training. They will facilitate learners to attain various Professional Qualifications, i.e. ECF on Private Wealth Management, Retail Wealth Management (RWM), AML/CFT, Cybersecurity, Credit Risk and Treasury Management; CFA, FRM, CFP and Certified Banker (CB), etc.

              Professional Examination Assisted Training Programmes

              ECF - Following the announcement of the launch of the ECF in 2014, The Hong Kong Monetary Authority (HKMA) encourage banks to plan ahead and to monitor the progress of their staff members in meeting the ECF benchmark.

              1) Assisted Training Workshop for ECF Examination

              The ECF covers 6 Professional Business Streams of Banking:

              • Retail Wealth Management (RWM)
              • Anti-Money Laundering and Counter-Terrorist Financing (AML/CFT)
              • Cyber-security
              • Credit Risk Management
              • Risk Management, Compliance and Internal Controls
              • Treasury Managemet

              1.1) Exam Preparation Course

              HKSWM offers intensive training in way of approaching questions and answering techniques. Our professional trainer will also focus on special training in overview of common mistakes in the examinations, examples of misinterpreting questions, etc. The training courses will consist four parts with 6 hours training with a mock examination for each part.

              1.2) Study Group

              HKSWM offers tailor-made group lessons for candidates who has not yet completed the examination successfully. We will provide consulting to candidates by referring to their examination result. The trainer will confirm the level of understanding in the learning concepts and to identify the reasons for not passing examination. Candidates will receive good care based on the individual potential. Personal attention will be paid to the areas of doubt or weakness. Mock examination in each topic will be prepared based on syllabus and professional experience of consultants. Our consultants / trainers will also assess and evaluate the mock examination results and to strengthen the areas with poor performance.

              Continuing Professional Development (CPD) Training Courses

              HKSWM provides in-house training courses relating to private wealth management industry, retail wealth management, corporate banking, AML and compliance, investment, treasury, risk management, cybersecurity, and FinTech etc. We will also provide tailor-made training for financial institutions in Hong Kong, Macau and mainland China to cater for their unique staff development need.

              Projects and Events Management​

              Our team have excellent experience in industry and professional event management particularly the partnering with regulatory bodies. We will provide a comprehensive range of event, industry award, conference and seminar management services. We are flexible in our approach and can tailor our services to organizations’ requirements to ensure they achieve goal.

               

              Below are examples of services we will provide:

              • Allocation of a dedicated Event Manager – your single point of contact for everything related to your event
              • Sourcing of the venue – we can undertake a thorough venue search on your behalf and present you with venues suitable to your events requirements
              • Preparation and distribution of all registration and promotional materials
              • Liaison with the venue on all venue related matters:  initial contract negotiation and review, coordination of food and beverage requirements, access for exhibitors, conference deliveries and collections; special dietary requirements.
              • Sourcing and coordination of conference satchels, name badges, function tickets, delegate lists, conference programmes, local maps, tourist information and entertainment as required.
              • Sourcing of MCs, Speakers, and Entertainment.
              • Be present on site at all times throughout your event to ensure it runs smoothly on the day.

              Consultancy and Advisory Services​

              HKSWM offers a range of training and business solutions to organizations. Our training consultancy services include development of a flexible training plan relevant to organization’s or employees' needs and developing accredited and client contextualized training and assessment. We are able to provide partnership arrangements to organizations to enhance competency by developing accredited qualifications. Partnerships with HKSWM allow organizations to build comprehensive training and qualifications framework to their employees or industry practitioners to meet industry requirements and being recognized by industry. Our experts have extensive experience in assisting organization to apply accreditation which will be up to Level 6 (Master’s degree) qualification programmes under Hong Kong Qualifications Framework.

               

              Our experts have also involved in the government projects of writing the Specification of Competency Standards (SCS) manual and Vocational Qualification Pathway (VQP) for retail banking .

            • 專業資歷架構 –「零售財富管理」考試精讀課程

              TUTORIAL WORKSHOP FOR ECF –

              “RETAIL WEALTH MANAGEMENT (RWM) EXAMINATION”

              「香港財富管理協會」為準備參加「專業資歷架構 - 零售財富管理」考試的學員提供針對性的培訓支援服務。我們的導師團隊擁有豐富的「財富管理」及「專業考試」培訓經驗，包括CPWP、CFA、FRM、CFP、CFMP等。本課程能讓學員掌握相關的答題技巧，以準備專業考試。

              精讀課程內容及形式

              「精讀課程」的主要對象為曾參與相關專業考試而未能取得合格成績的學員。我們將分析每位學員的考試結果，從而了解他們對不同單元或章節的理解程度，為學員提供「針對性」及「精準有效」的培訓支援服務; 課程亦會涵概考生的常犯錯誤、誤解性問題的示例等範疇。


              「精讀課程」將以工作坊形式進行，每單元包含 5小時的「面授課堂」，課堂將採用小組學習模式進行，並安排每班不多於6位學員，讓學員與導師之間有更多互動的機會。


              本課程的顧問導師亦會因應班內各學員對每單元或章節的理解程度，提供不同的授課方案，以協助學員順利通過相關考試。

            • 課堂時間表

              每單元有2節，每節2.5小時課堂。「公開課程」主要安排週末下午2:30到5:00 舉行。如「機構包班」，課程時間可另作安排

              如想了解有關課程「費用」、「時間表」及「申請方法」

              請按以下「下載鍵」

            • 專業資歷架構「零售財富管理」單元

              「專業資歷架構–零售財富管理」考試共有7個單元，我們將為以下第3、5、6、7 個單元提供學習小組培訓工作坊

              1

              Regulatory Environment for Banking and Financial Planning

              2

              Investment Planning

              3

              Essentials of Banking

              4

              Insurance and Retirement Planning

              5

              Investment and Asset Management:

              Product Solutions

              6

              Investment and Asset Management:

              Alternatives and

              Wealth Solutions

              7

              Financial Planning and Wealth Management

            • Industry Events

              Distinguished Insurance Planning and

              Wealth Management Innovation (IPWMI) Award

              傑出保險規劃財富管理創新大獎

              The 1st Distinguished IPWMI Award

              第一屆傑出保險規劃財富管理創新大獎

              With a mission to further develop the leading status of Hong Kong as an international financial centre, and in view of the growing importance of promoting and adopting advanced technology, such as InsurTech and FinTech, in insurance planning and wealth management, the Hong Kong Society of Wealth Management (HKSWM) has joined hands with the Hong Kong Financial Services Professionals Association (HKFSPA) and Academy of Insurance (AoI), and CT Goodjob as Digital Media Partner, with Hong Kong Economic Times (HKET) as Media Sponsor.

              The Award has a very specific objective and a transparent Assessment Criteria, giving it a reputable accreditation which is well recognized the professionals in financial industry and the general public. In addition, the corporate branding and professional image of your organization to the public will be enhanced, as you will be demonstrating:

              • Advanced innovation of Financial Technology (Fintech) and Insurance Technology (Insurtech) to help customers achieve their goals and needs;
              • Professionalism and competence in financial and insurance knowledge and skills, and the high-level integrity of your Advisors, Specialists and Planners.

              The IPWMI Award is open to ALL the insurance planning and wealth management practitioners and university students.

               

              There are THREE streams under the IPWMI Award:

              • INSURANCE MANAGEMENT: Distinguished Insurance Planning Professional (DIPP) Award
              • WEALTH MANAGEMENT: Distinguished Wealth Management Professional (DWMP) Award
              • YOUTH TALENT: Young Talent (YT) Award

              For the details and registration of the IPWMI Award, please click on following BUTTON:

            • JUDGING PANEL

              CHAIRPERSON

              Mr. Esmond LEE

              CEO, Hong Kong Branch, Euroclear Bank

            • LIST of JUDGING MEMBERS

              *Listed in alphabetical order by the last name of members

              Mr. Alex CHAN

              Director, Business Development,

              Prudential Hong Kong Limited

              Dr. Y.C. CHAN

              ex-MBA Program Director,

              City University of Hong Kong

              Mr. Roy CHOY

              Regional Manager,

              Prudential Hong Kong Limited

              Mrs. Claudia HODGES

              Distribution Training Director,
              AXA China Region Insurance Company Limited

              Mr. Raymond HUNG

              Senior Lecturer,
              Guangdong University of Finance and Economics

              Dr. Philip C.K. KWOK, 

              SBS, JP

              ex-Chairman,
              Wing On Insurance Group

              Mr. Raymond LAU

              Head of Sales, Agency and Retail Distribution,
              Sun Life Hong Kong Limited

              Mr. Peter LIU

              Senior Advisor,
              Hong Kong Society of Wealth Management

              Ms. Yvonne LO

              Senior District Director,
              Manulife (International) Limited

              Mr. Andy LUI

              Former Director, Wealth Management,
              Prudential Hong Kong Limited

              Mr. Alvin MA

              Principal Consultant,
              Hong Kong Society of Wealth Management

              Ms. Cindy MAK

              Director, Marketing and Sales Support,
              Prudential Hong Kong Limited

              Mr. Calvin NG

              Deputy General Manager
              CT goodjobs

              Mr. Kenny SIU

              Regional Director - Hong Kong & Asia Pacific,
              The Chartered Insurance Institute Hong Kong Limited

              Ms. Dionne SO

              Chief Talent Officer,
              FTLife Insurance Company Limited

              Dr. Teresa SO

              Chairman, International Association of
              Registered Financial Consultants (IARFC), Hong Kong and Macau Centre
              Senior District Director, AIA International Limited

              Prof. Tao SUN

              Assistant Professor, Department of Finance and Insurance,
              Lingnan University

              Mr. Tennant TANG

              Head of Training & Development,
              FWD Life Insurance Company (Bermuda) Limited

              Dr. Edward TSUI

              Executive Director,
              Academy of Insurance (Hong Kong) Limited

              Mr. Jeff WONG

              Chief Agency Officer, Hong Kong & Macau,
              FWD Life Insurance Company (Bermuda) Limited

              Mr. Stephen Kai-yi WONG

              Former Privacy Commissioner for Personal Data,
              Hong Kong

              Mr. Wilson WONG

              General Manager,
              CTgoodjobs

              Mr. Terence YANG

              General Manager - Sales & Marketing,
              Kowloon Development Company Limited

              Mr. Samson YIM

              Senior Advisor,
              Hong Kong Society of Wealth Management

            • Award Result Announcement 大獎結果公佈

              Gold, Silver, Bronze and Merit Awards

              金獎、銀獎、銅獎、優異獎

              Insurance Planning Stream

              保險規劃組別

              Wealth Management Stream

              財富管理組別

              Youth Talent Stream

              菁英專才組別

            • BEST Awards 最佳大獎

            • Award Winner Messages 優勝者感言

              AXA China Region Insurance Company Limited

              • CHIU, Kin Pong Belly – GOLD Awardee 「金獎」、「最佳演示」、「最佳創新應用」優勝者 (保險規劃) IPWMI Award 
              • SO, Fu Wa Sophia - SILVER Awardee 「銀獎」優勝者 (保險規劃) IPWMI Award 
              • KO, Chin Hang, Chris - SILVER Awardee「 銀獎」、「最佳計劃書」優勝者 (財富管理) IPWMI Award 
              • SHAM, Tsz Ching – BRONZE Awardee 「銅獎」優勝者 (財富管理) IPWMI Award 
              • YAU, Kam Man Clarence – BRONZE Awardee 「銅獎」優勝者 (財富管理) IPWMI Award

              "AXA 安盛 ....KNOW YOU CAN YES I CAN...!!"

              FTLife Insurance Company Limited

              • CHAN, Wing Yan – SILVER Awardee 「銀獎」優勝者 (保險規劃) IPWMI Award 
              • CHAN, Hau Lam Piann – BRONZE Awardee 「銅獎」優勝者 (保險規劃) IPWMI Award 
              • NG, Wai King, Winnie – BRONZE Awardee 「銅獎」優勝者 (保險規劃) IPWMI Award 
              • CHEUNG, Man Hung, Cindy – BRONZE Awardee 「銅獎」優勝者 (財富管理) IPWMI Award 
              • CHAN, Chung Yin Dorothy – MERIT Awardee 「優異獎」優勝者 (保險規劃) IPWMI Award 
              • LAU, Ka Kui, Apollo – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award

              XIE, Qinhan Sarah

              "GOLD", "BEST PRESENTATION",

              "BEST INNOVATION" Awardee

              「金獎」、「最佳演示大獎」、

              「最佳創新大獎」優勝者

              Prudential Hong Kong limited

              Distinguished Wealth Management Professional (DWMP) Award

              傑出財富管理專業人員大獎

              LEE, Yuk Tung

              SILVER Awardee 「銀獎」優勝者​

              FWD Life Insurance Company (Bermuda) Limited

              Distinguished Wealth Management Professional (DWMP) Award

              傑出財富管理專業人員大獎

              NG, Woon Ling

              BRONZE Awardee 「銅獎」優勝者

              Prudential Hong Kong limited

              Distinguished Wealth Management Professional (DWMP) Award

              傑出財富管理專業人員大獎

              NG, Heung Ching

              BRONZE Awardee 「銅獎」優勝者

              Prudential Hong Kong limited

              Distinguished Insurance Planning Professional (DIPP) Award

              傑出保險規劃專業人員大獎

              TAM, Yiu Leung William

              BRONZE Awardee 「銅獎」優勝者

              Prudential Hong Kong limited

              Distinguished Insurance Planning Professional (DIPP) Award

              傑出保險規劃專業人員大獎

              PILOT

              Prudential Hong Kong limited

              • CHENG, Sik Man - SILVER Awardee 「銀獎」優勝者 (財富管理) IPWMI Award 
              • ZHONG, Xiaofen - BRONZE Awardee 「銅獎」優勝者 (財富管理) IPWMI Award 
              • SZE Kin Ming Herman - BRONZE Awardee 「銅獎」優勝者 (保險規劃) IPWMI Award 
              • YIU, Kam Fan - BRONZE Awardee 「銅獎」優勝者 (保險規劃) & MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award

              • CHAN, Ka Ling – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • CHOW, Pui Yan – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • CHOY, Yu Tsang – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • CHU, Yan Tung – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • CHUI, Chi Ngong – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • KO, Lai Ying – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • KO, Wai Keung Devil – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • MA, Ka Wai – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • WONG, Tsz Ho – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • WONG, Wai Kuen – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • YAN, Qinzhi – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • YIP, Yuk Ching – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • YIU, Laam – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
              • YOUNG, Hon Man – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award

              "YOU CAN DO IT... 敢想敢做...321...PILOT is the BEST!!"

            • Photo Gallery

            • The 1st Distinguished IPWMI Award 第一屆傑出保險規劃及財富管理創新大獎

               Award Presentation Ceremony 大獎頒獎典禮 (October 30, 2020)

            • FULL Video of Award Presentation Ceremony 頒獎典禮片段

               

               

            • Final Round: Video Presentation

              決賽回合: 視像演示 (June 2020)

              • Highlight for Final Round Presentation 決賽演示精華片段

              Highlight - Three (ALL) Award Streams

              決賽精華片段 - 三個(全)比賽組別

              • TOP 10 Winners of Round 1 from the Streams of “Insurance Planning” and Wealth Management; and TOP 3 Winning Teams of Round 1 from the Stream of “Young Talent” are shortlisted to participate the Final Round: Video Presentation;
              • 第一輪比賽的「保險規劃」及「財富管理」(各)組別的首十名優勝者及「菁英專才」組別的首三組優勝團隊將獲得參與第二輪視像演示的決賽資格

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              The information provided by Hong Kong Society of Wealth Management Limited (the "Society") on this website is for general guidance and reference only. Whilst the Society will keep the contents of this website accurate and up-to-date, no warranty or guarantee, express or implied, is given as to the accuracy and completeness of the information. In no event shall the Society, its members, council members, agents and employees be liable for any loss and damages arising from or related to the use of the contents.

Users who are linked from this website to sites provided by other organizations should be aware that information on those websites has been compiled and issued by those organizations. The Society and employees accept no responsibility whatsoever for the contents of any website to which a hypertext link from this site exists and shall not be liable for any loss or damage arising from or related to its use.
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