Lai Cheng Sou

Experience

• 

  友邦保险

  Sept 2003 - now

  - Supervise and execute operational strategies across the District.- Manage 24 teams (more than 250 agents) of business activities, provide comments on work progress and personal goals.- Establish and improve various reward systems.- Set sales targets for the sales team according to the company's requirements. Expand business market in mainland China.District Achievements・Found in 2020・Best District in Macau 2020・Best District in Hong Kong and Macau 2020 -Manage 10 teams （more than 119 agents）of business activities， supervise the operation across the district. Ensure the central members clearly define the work progress and personal goals.-Establish and improve various reward systems.-Plan to build new district in the coming year.-Set sales targets for the sales team according to the company's requirements. Realize the company's expansion to the market in mainland China . -Providing professional financial consultation and services for high-end private customers continuously, expand and maintain long-term stable customer groups.-Built an elite team that did well in wealth management and developed a business team; improved the sales skills of the business team, and led the team to achieve the goal. -Contribute to the organization of unit Wealth Management marketing activities to help teams finish customer lock-in and customer development.-Developing high-end private clients，analyze the comprehensive needs of customers，help clients to formulate asset allocation planning and provide investment advice for them.-Responsible for team recruitment and selection, counseling and management, staff training and development. Strengthen team cohesion and business capabilities -Responsible for developing and expanding high net worth clients of wealth management; Provide professional advice about wealth management and planning according to customer needs.- Responsible for team recruitment and selection, counseling and management, staff training and development. Strengthen team cohesion and business capabilities. -Make individual insurance planning and team insurance planning for clients.-Achieve the sales target made by the operation department, implement and achieve team performance effectively.

  • District Director and Associate Wealth Management Director

    Jan 2020 - now

  • Associate Wealth Management Director and District Manager

    Jan 2018 - Jan 2020

  • Associate Wealth Management Director and Branch Manager

    Jan 2015 - Dec 2017

  • Senior Wealth Management Manager and Senior Unit Manager

    Jan 2012 - Dec 2014

  • Unit Manager

    Jan 2007 - Dec 2011

  • Wealth Management Manager

    Sept 2003 - Dec 2006