After graduating from the University of Manchester with a double major in Sociology & Criminology at age 20, Maggie joined our company as a Wealth Management Manager, specialising in serving High-Net-Worth Individuals in Hong Kong and China markets. Her expertise lies in providing comprehensive wealth planning to high net worth clients to meet their financial needs, including trust planning and legacy planning. With consistent performance above industry standards, Maggie holds the record for closing the highest value of new business in the team within one month. Maggie has been a Court of the Table (COT) qualifier for three consecutive years, an honour three times the standard MDRT membership requirement, and has been an Associate Director in Wealth Management since 2019.
In addition to being named the company's Top Producer in 2019, Maggie was nominated and awarded for the Outstanding Young Salesperson Award by the Hong Kong Management Association (HKMA) in conjunction with the Sales and Marketing Executives International of New York (SMEI), representing the highest recognition in the frontline client-facing industry worldwide. As Team Head since 2020, Maggie is responsible for building a team capable of providing suitable wealth advice and maintaining relationships with High-Net-Worth clientele.