Lap Kin Co. members View more
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William Chan
Other
What we do
立健理財顧問在2007年成立
在公司和區域的培訓下,入職2年內99%的應屆畢業生能獲得百萬圓桌會 (MDRT全球首1%理財規劃師) 的資格。我們連續十年獲區域內最高MDRT比率 ,是一支專業的MDRT團隊,成員來自會計師、投資銀行家、銀行家,均取得RFC、RFA、MBA 資格。
Established in 2007, Lap Kin Co. has bright future.
99% of the undergraduates can won the MDRT recognition (Million Dollar Round Table: Is recognized internationally as the standard of excellence in the life insurance and financial services business, which less than 1% of the top performers in the industry) within two years entering our company. We are a professional team of MDRT and Highest % of MDRT– over the past consecutive 10 years, and our team consists of experienced Accountants, I-Bankers, Bankers, Professionals and Holders of RFC and RFA and MBA designation.
Why we do
繼續擴大專業的MDRT團隊
How we do
• 爲香港及內地客戶提供專業的金融服務,包括:財富管理及投資組合建議,投資策劃,退休策劃,風險管理策劃
• Provide professional financial services to clients in Hong Kong and the mainland, including wealth management and portfolio advice, investment planning, retirement planning,
and risk management planning
As a new team member
• Understand customer needs and provide personalized financial solutions
• 瞭解客戶需求,提供個人化的財務方案