Wai Luk Wagner Siu
Allston,MA
Summary
Accomplished professional with a proven track record of leveraging strong team leadership and development to drive forward progress. Highly organized and detail-oriented leader, adept at directing high-performing teams to deliver results.
Overview
25
25
years of professional experience
Work History
English Services Consultant
The British Council
08.2023 - 08.2024
- Conducted thorough needs assessments to accurately identify students' English levels, from primary school to adult, and advise them to study appropriate English courses.
- With an average achievement of over 90% of the targets, bonuses was received every month.
Head of Insurance
JMC Professional Insurance Broker (HK) Limited
10.2020 - 01.2022
- Transformed the company from a retail insurance broker to a HNW one: With excellent insurance policy placing experience and good relationship, various HNW insurance products with six renowned international insurers were signed up.
- Consequently provided a HNW life insurance landscape that widened its life insurance business horizon and enhance its image.
- Coached RM teams of 15 in consultative selling techniques, driving higher close rates and increased customer retention levels. Insurance revenues were increased by folds.
- Managed regulatory compliance initiatives to ensure adherence to industry standards.
- Oversaw department’s operations in all aspects.
Executive Director, Consultant
Charles Monat Associates
09.2017 - 09.2020
- Continuously to develop and maintain close relationships with RM’s of international Private Banks and EAM's to generate client meetings and sales within Asia.
- Continuously to acquire professional knowledge on using HNW insurance as unique asset management tool and its indispensable nature that could be used together with a trust.
- Managed a diverse team of professionals, fostering a collaborative work environment for increased productivity.
Deputy Team Leader/Senior Associated Director
Jardine Lloyd Thompson
08.2006 - 08.2017
- Same job functions as the above position
- Mentored junior team members, improving their skills and knowledge through continuous development programs.
Regional Manager, Greater China
Mapics China Ltd.
01.2000 - 07.2004
- Assisted in building up offices in Guangzhou and Shanghai.
- Built up Marketing and Sales Department in both offices.
- Conducted market research and engaged key players to provide a foundation for expansion in Greater China.
- Developed and executed successful business plans that resulted in improved market share and profitability within the region.
- Expanded regional presence by researching potential markets, and developing strategic partnerships.
- Developed partner channels to drive down costs and increase revenues.
- Evaluated competitor strategies to identify industry trends and gather market intelligence, informing strategic decision-making processes.
Education
BS in Marketing and Decision Science (Double majors) -
University of Oregon
Eugene, OR1985
Skills
Client Relationship Building
Organizational Skills
Excellent Communication
Problem-Solving
Strategic Planning
Personal Information
Available: immediate
Languages
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
English
Full Professional
Timeline
English Services Consultant
The British Council
08.2023 - 08.2024
Head of Insurance
JMC Professional Insurance Broker (HK) Limited
10.2020 - 01.2022
Executive Director, Consultant
Charles Monat Associates
09.2017 - 09.2020
Deputy Team Leader/Senior Associated Director
Jardine Lloyd Thompson
08.2006 - 08.2017
Regional Manager, Greater China
Mapics China Ltd.
01.2000 - 07.2004
BS in Marketing and Decision Science (Double majors) -
University of Oregon
Similar Profiles
Alexandra Fairclough-CozensAlexandra Fairclough-Cozens
English Language Teacher at The British CouncilEnglish Language Teacher at The British Council
Dalia Abdel-RahmanDalia Abdel-Rahman
Teacher of English at The British CouncilTeacher of English at The British Council
Jennifer S ManoelJennifer S Manoel
Proctor at British Council, British Council examsProctor at British Council, British Council exams