Max Lui Email & Phone Number

Max Lui

Financial Planning Manager at Manulife | Hong Kong SAR

Max Lui Socials
About Max Lui

Max Lui currently serves as a Financial Planning Manager at Manulife, where he leverages his extensive insurance knowledge and strategic financial expertise to deliver tailored solutions for both individual and corporate clients, particularly business owners. His role involves conducting comprehensive financial needs analyses to identify optimal insurance and investment strategies that align with clients’ long-term goals. Max’s deep understanding of insurance products, underwriting processes, POS procedures, and claims management ensures he can facilitate seamless application processes and provide prompt follow-up, enhancing client satisfaction and trust.

A key area of his expertise is the innovative use of premium financing, which he employs to help clients optimize cash flow and amplify the returns on cash value policies. By integrating tools such as SME loans and BUD funds, Max assists clients in unlocking capital efficiently, supporting business growth, and maximizing their financial leverage. His proficiency in these areas enables him to craft sophisticated financial plans that balance risk management with wealth accumulation.

Recognized as the 2019 Super Star of the Year (Rookie) for his outstanding performance among 8,502 cases, Max has demonstrated exceptional ability in handling complex cases, including motor and general insurances. His industry certifications, including IIQE licenses 1-5, further attest to his professional competence. Whether advising individual clients or guiding business owners through intricate insurance and financing solutions, Max Lui’s strategic insights and technical skills make him a valuable asset in the competitive landscape of financial planning and insurance advisory.

Max Lui Work
1 experience icon

Financial Planning Manager at Manulife in November 2018 to Present

2 experience icon

Agent/ IFA CS Advisor at AIA in November 2015 to November 2018

Max Lui Education

City University of Hong Kong, Master of Arts in Language Studies, August 2026

Univerity of Central Lancashire, Bachelor of Arts (Hon) in English for International Corporate Communication, August 2026

Max Lui Skills

Financial needs analysis

Minor and major claims procedures

Underwriting procedures

About Max Lui's Current Company
Manulife

Discover more about Manulife
Frequently Asked Questions about Max Lui

What is Max Lui email address?

Email Max Lui at [email protected]. This email is the most updated Max Lui's email found in 2026.

How to contact Max Lui?

To contact Max Lui send an email to [email protected]. (updated on March 15, 2025)

What company does Max Lui work for?

Max Lui works for Manulife

What is Max Lui's role at Manulife?

Max Lui is Financial Planning Manager

What is Max Lui's Phone Number?

Max Lui's phone (**) *** *** 961

What industry does Max Lui work in?

Max Lui works in the Financial Services industry.

Max Lui Email Addresses

Email Max Lui at [email protected]. This email is the most updated Max Lui's email found in 2026.

Max Lui Phone Numbers

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