Prof. Richard Ho. Acting President Professor (Chair) of Finance City University of. Ricky Lin. Director of Wealth. Jimmy Chan

Transcription

1 Grand Award HKIB Outstanding Financial Planner Awards 2007

2

3

4

5 Panel of Judges (Final Round) Teresa Au Head of Corporate Responsibility & Sustainability, The Hongkong and Shanghai Banking Corporation William Leung General Manager, Personal Financial Services and Wealth Management Hang Seng Bank Prof. Richard Ho Acting President Professor (Chair) of Finance City University of Hong Kong Ricky Lin Director of Wealth Management Citibank (Hong Kong) K C Kwok Government Economist The Government of the Hong Kong Special Administrative Region Dr. Raymond So Associate Professor, Department of Finance Associate Dean (Undergraduate Studies) Faculty of Business Administration The Chinese University of Hong Kong David Lam Deputy Chief Executive Bank of China (Hong Kong) Ltd. Arthur Yuen Executive Director (Banking Supervision) Hong Kong Monetary Authority Panel of Judges Catherina Chan Jimmy Chan David Chang Stephen Cheung Head of Branch Banking Standard Chartered Bank (Hong Kong) Ltd. Assistant Director, Academy of Financial Services The Prudential Assurance Co Ltd. Country Head, Hong Kong Franklin Templeton Investments (Asia) Head of Wealth Management Centre Wing Lung Bank Ltd. M M Chiu Steve Chiu Joseph Cho Amy Choi Deputy General Manager, Retail Banking Department Bank of China (Hong Kong) Ltd. Director - Head of Retail Business, Asia ex Japan INVESCO Asset Management Asia Assistant General Manager and Head of Branch Network, Direct Banking Hang Seng Bank Director of Sales & Distribution Citibank (Hong Kong) Edward Chu Assistant General Manager and Head of Wealth Management Department Shanghai Commercial Bank Ltd. Sion Huang Managing Director, Sales & Distribution, Consumer Banking DBS Bank (Hong Kong) John C Lam Executive Director Dah Sing Bank, Jones Lam Assistant Vice President and Director of Agency, Agency Administration Department American International Assurance Company (Bermuda) Dennis Lau Felix Lau Sandra Lau Vincent Lee Head of Sales ING Financial Planning Brian Li General Manager & Head of Wealth Management Division The Bank of East Asia Senior Vice President & Head of Sales and Distribution CITIC Ka Wah Bank Theresa Ng Deputy General Manager of Retail Banking Industrial and Commercial Bank of China (Asia) Ltd. First Vice President & Manager Sales & Services China Construction Bank (Asia) Corporation Carol Wong Head of Sales and Service Support Personal Financial Services The Hongkong and Shanghai Banking Corporation Assistant General Manager Nanyang Commercial Bank, Ltd. Edmund Wu Head of Wealth Management Department Wing Hang Bank, Michelle Yam Head of Van Gogh Preferred Banking Domestic Segment ABN AMRO Advisory Board Prof. Kalok Chan Head and Professor, Department of Finance School of Business and Management The Hong Kong University of Science and Technology Zhangjun Liu Executive Vice President China Banking Association Dr. S H Ko Chairman, Professional Diploma in Financial Planning Examination Moderating Committee The Hong Kong Institute of Bankers H M Tong Vice Chairperson, Education Committee The Hong Kong Institute of Bankers Dr. John Lee Vice Chairperson, Examination Committee The Hong Kong Institute of Bankers

6