Alex Wong

Alex Wong

Business Unit Manager

Followers of Alex Wong117 followers
location of Alex WongHong Kong SAR

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  • Timeline

  • About me

    Co-Founder - TrendyForce Co.

  • Education

    • 香港理工大學

      2008 - 2010
      BBA BBA
  • Experience

    • Manulife

      Jan 2012 - now
      Business Unit Manager

      I work as part of a team of experienced Financial Consultants with extensive experience in Hong Kong, in addition to further knowledge and experience gained from members of the team having worked in financial planning in the various background.My duty has been providing a professional financial service to my clients - being able to listen, sympathise and providing specific solutions to them.Areas we specialize in include:- Risk Hedging Management- Asset Relocation- Saving Management- Mutual Funds Investment- Retirement Planning- Estate Planning--Arranging appointments for financial planning--Analysing the needs and backgrounds of prospects--Reviewing the policies that the prospect has already purchased--Recommending suitable financial products--Advertising Manulife products through different channels such as warm market, cold call and roadshows Show less

    • TrendyForce Co.

      Dec 2015 - now
      Co-Founder

      Our passion for technology, content and services, and relentless pursuit of innovation, creates new experiences.

  • Licenses & Certifications

    • Insurance Intermediaries Qualifying Examination - General Insurance

      Vocational Training Council
      Feb 2012
    • Insurance Intermediaries Qualifying Examination - Investment-linked Long Term Insurance

      Vocational Training Council
      Feb 2012
    • Insurance Intermediaries Qualifying Examination - Long Term Insurance

      Vocational Training Council
      Feb 2012
    • MPF Intermediaries Examination

      Hong Kong Securities and Investment Institute,
      Feb 2012
    • Insurance Intermediaries Qualifying Examination - Principles and Practice of Insurance

      Vocational Training Council
      Feb 2012
  • Volunteer Experience

    • 輔導員/Counselor

      Issued by 1st Step Association Limited on Mar 2008
      1st Step Association LimitedAssociated with Alex Wong