Assistant Vice President, Wealth & Pension
Sun Life Hong Kong Limited
Charles is the Assistant Vice President from Wealth & Pensions of Sun Life Hong Kong Limited.
Charles is a seasoned professional with over 20 years of experience in the Pensions industry. In the realm of business development, he has been instrumental in creating strategic partnerships with key stakeholders, including agencies, brokers and institutional channels. By identifying market trends and understanding the unique needs of various clients, Charles has successfully expanded the client base and increased market share for Sun Life MPF.
Charles is a Certified Financial Panner (CFP), also the Fellow from Life Management Institute (FLMI) and Associate, Customer Service (ACS) of LOMA.