Wing Yu
Senior Wealth Management Manager | Senior Pension Consultant at AIA Hong Kong and Macau | Hong Kong, Hong Kong SAR
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Wing Yu serves as the Senior Wealth Management Manager for Corporate Solutions Advisory at AIA Hong Kong and Macau, where she leverages her extensive expertise in project management and client relations to drive innovative financial solutions for corporate clients. With a strong focus on enhancing customer relationship management (CRM), Wing excels in building and nurturing relationships with global stakeholders, ensuring that their diverse needs are met with tailored wealth management strategies.
In her current role, Wing is spearheading several key projects aimed at optimizing corporate financial planning and investment strategies. Her leadership skills shine through as she coordinates cross-functional teams to deliver impactful programs that align with AIA’s commitment to excellence and equity in financial services. Wing’s analytical prowess enables her to dissect complex financial data, utilizing tools such as pivot tables and vlookup to create insightful presentations that guide decision-making processes.
Wing’s passion for energetic leadership and team building fosters a collaborative environment where creativity and innovation thrive. She is dedicated to embracing diversity within her team, encouraging a culture that breaks through conventional norms to achieve remarkable results. Additionally, her expertise in budget planning and financial analysis ensures that projects are executed within financial parameters, maximizing ROI for both AIA and its clients.
As a forward-thinking professional, Wing Yu is not only committed to her role but also to the continuous development of her skills and those of her team, making her an invaluable asset to AIA Hong Kong and Macau’s Corporate Solutions Advisory division.
Senior Wealth Management Manager | Senior Pension Consultant at AIA Hong Kong and Macau in April 2024 to Present
Senior Wealth Management Manager | Corp Solutions Advisory at AIA Hong Kong and Macau in July 2023 to April 2024
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Presales & Operations Lead | APJ ENT Presales at Dell Technologies in February 2007 to February 2018
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Mpf
Financial Planning
General Insurance
Interpersonal Skills
Positive Coaching
Passionate about Work
Diversity & Inclusion
embrace equity
Energetic Leadership
Flexible Approach
Active Listening
Wealth Management Services
Responsive
Time Management
Insurance
Life Insurance
Health Insurance
Term Life Insurance
Team Building
Problem Solving
Administration
Budgeting
Program Management
Customer Relations
Change Management
People Management
Microsoft Office
Excel
Customer Service
Negotiation
Word
PowerPoint
Management
Recruiting
Business Analysis
Account Management
Project Management
Coordination
Event Management
Customer Satisfaction
Vendor Management
Event Planning
Budgets
Procurement
Data Analysis
Project Planning
Salesforce.com
Team Leadership
Microsoft Excel
Cloud Computing
Enterprise Software
Customer Relationship Management (CRM)
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Discover more about AIA Hong Kong and MacauWhat is Wing Yu email address?
Email Wing Yu at [email protected]. This email is the most updated Wing Yu email found in 2026.
How to contact Wing Yu?
To contact Wing Yu send an email to [email protected]. (updated on October 31, 2024)
What company does Wing Yu work for?
Wing Yu works for AIA Hong Kong and Macau
What is Wing Yu's role at AIA Hong Kong and Macau?
Wing Yu is Senior Wealth Management Manager | Senior Pension Consultant
What is Wing Yu's Phone Number?
Wing Yu's phone (**) *** *** 794
What industry does Wing Yu work in?
Wing Yu works in the It Services And It Consulting industry.
Wing Yu Email Addresses
Wing Yu Phone Numbers
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