My Bio
Building something new, especially if it is a disruptor, thrills me internally. It is something I truly love and would enjoy every moment of it as long as it is profitable or at least would potentially change one’s life. At times, some might find my ideas eccentric or might find me being too engrossed in the existing project, but I live on a very simple Chinese phrase since young, “要做就要用心做，不用心就不要做 “, which means to always do your best and if you do not plan to do your best, do not even start.
Professional Experience
Adapt & Innovate
Mar 2018 – Present
Vision Advisory Management: Executive Director
Sales (Oct 2019 - Present)
Oct 2019:
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Top New FP, Revenue credit (Cluster)
Nov 2019:
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Top New FP, Revenue credit (Cluster)
Dec 2019:
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Top New FP, Revenue credit (Cluster)
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Top New FP, MLS case count (Cluster)
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2020 Million Dollar Round Table Qualifier
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International Conference Qualifier
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2 Star Titans Club Qualifier
Jan 2020:
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Top New FP, Revenue credit (Cluster)
Feb 2020:
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Top Producer, Revenue credit (Cluster)
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Top New FP, Revenue credit (Cluster)
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Top New FP, Case count (Cluster)
April 2020:
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Top New FP, Revenue credit (Cluster)
June 2020:
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2021 Million Dollar Round Table Qualifier
July 2020:
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Top New FP, Revenue credit (Cluster)
Oct 2020:
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Top New FP, Revenue credit (Cluster)
Nov 2020:
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Top New FP, Revenue credit (Cluster)
Dec 2020:
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2021 Court of The Table Qualifier
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4 Star Titans Club Qualifier
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International Conference Qualifier (Double ticket)
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Promotion to Assistant Vice-President of Manulife Financial Advisers w.e.f 1 Jan 2021
Jul 2021:
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2022 Million Dollar Round Table Qualifier
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Top Producer, Revenue credit (Cluster)
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Top AVP Unit, Revenue credit (Cluster)
Sept 2021:
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2022 Court of The Table Qualifier
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4 Star Titans Club Qualifier
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International Conference Qualifier (Double ticket)
Public Relation / Partnerships
Marketing / Event Management
Talent Acquisition
Team Management
Business Development & Expansion
Sep 2016 – Mar 2018
Vision Advisory Management: Special Projects Manager
Special project management (Projects that enhance the business portfolio such as providing clients with exclusive benefits; Business Development...etc)
Event management
Partnership/Sponsorship relations
Recruitment
Training/management (Training of staff/intern; intern work allocation, planning... etc)
Sales team management
Marketing (Social media/Roadshows/Campaigns... etc)