William Chong
Responsible Officer
In his role, William works with individuals and businesses from small enterprises to large corporations.
He finds the appropriate and relevant financial solutions for clients by understanding their needs and using his vast insurance network and connections.
資歷
- Finance Major, University of Alberta
William's的職責涉獵
William brings more than 20 years of expertise in advising clients across Asia on insurance and wealth planning, with a particular focus on the insurance sector.
His day-to-day work involves sourcing and exploring potential clients looking for wealth management and advice, including how to structure and map their insurance coverage and legacy planning. He works with individuals from all walks of life and businesses from small enterprises to large corporations.
William's的專長領域
- Insurance
- Financial planning
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