Diane Lau
Summary
A seasoned Business Development Manager with a proven track record at Prudential Hong Kong, I excel in stakeholder communication and strategic business planning. Leveraging relationship building and key decision-making skills, I've successfully developed strategic partnerships, enhancing customer benefits and driving revenue growth. My expertise includes pioneering initiatives in HNW product development and optimizing salesforce management.
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
16
16
years of professional experience
Work History
Business Development Manager
Prudential Hong Kong
09.2019 - 11.2022
- Negotiate with reinsurers for best offers to benefit customers during facultative underwriting.
- Work closely with bancassurance partners and internal stakeholders to develop and execute joint marketing and business development initiatives.
- Monitored market trends and competitor activities to identify areas of potential opportunity.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Work closely with sales team and compliance teams to facilitate risk assessments.
- Participate in HNW product development, data analysis, and underwriting support functions.
- Manage the submission and processing of insurance applications, endorsements, ensuring timely and accurate processing.
Finance Planning Manager
DBS Bank (H.K) Limited
09.2017 - 09.2019
- Verified overall customer plans to achieve sales and operations objectives.
- Developed merchandise plan aligned with goals and strategies.
- Identify and develop new business opportunities within the UHNW segment
- Assisted with clients financial planning, analysis and budgeting.
- Follow up new business underwriting status and facilitate the communication with underwriters.
Financial Planning Consultant
ANZ Banking Group
09.2011 - 09.2017
- Helped clients make informed decisions about financial future.
- Maintained high standards of customer service by building relationships with clients.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Analyzed customer needs to provide customized insurance solutions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Identify and develop new business opportunities within the UHNW segment
Financial Planning Consultant
Citigold Private Client, Citibank Hong Kong
11.2006 - 09.2010
- To serve HNW clients in complete scope of insurance products, namely whole life savings plans, universal life, retirement planning.
- Follow up new business underwriting status and facilitate the communication with underwriters.
- Handle policy services enquires.
- To partner with relationship managers in total client relationship building and financial planning propositions
- Provide tailor-made coaching and training sessions to relationship manager.
Education
BBA -
University of Management And Technology
United States06-2016
Professional Diploma in Financial Planning -
HKU SPACE
Hong Kong05-2007
Skills
- Relationship Building
- Stakeholder Communication
- Pipeline Management
- Prospecting
- Salesforce Management
- Strategic Partnerships
- Channel Management
- Strategic business planning
- Key decision making
Languages
Chinese (Cantonese)
Native language
English
Advanced
C1
Chinese (Mandarin)
Advanced
C1
Timeline
Business Development Manager
Prudential Hong Kong
09.2019 - 11.2022
Finance Planning Manager
DBS Bank (H.K) Limited
09.2017 - 09.2019
Financial Planning Consultant
ANZ Banking Group
09.2011 - 09.2017
Financial Planning Consultant
Citigold Private Client, Citibank Hong Kong
11.2006 - 09.2010
BBA -
University of Management And Technology
Professional Diploma in Financial Planning -
HKU SPACE
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