專 業 履 歷
Professional Profile
陳 婷
Arita T. Chan
信念 Faith
人壽保險是最真摯愛的禮物– 惟當為摯愛才願意遺愛人間
Life insurance is purchased unless somebody loves someone
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強項及服務範圍 Strengths & Services Scope
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專長業務 Specialty
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家族傳承規服務 Family Legacy Planning Services
保費融資 Premium Financing
人壽保險信託 Life Insurance Trust
財富管理和遺產規劃 Wealth Management and Estate Planning
危疾保障及醫療保險 Critical Illnesses & Medical Insurance
教育及退休策劃 Education & Retirement Planning
其他個人及公司保險服務 Other Personal and Corporate Insurance Services
和頓土地銀行投資 Walton Land Banking Investment
環球地產投資 Global Property Investment
按揭物業活化 Mortgage and Property Revitalization Services
投資移民 Investment Immigration Services
證卷及基金投資 Securities and Funds Investment
强積金服務 Mandatory Provident Fund MPF Services
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品格 character :
愛心、專業保險理財知識、誠信儘責服務
caring heart, professional insurance knowledge and responsible services.
(約 50% 直接轉介保險理財生意)
(about 50% direct referral businesses)
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強項 Strengths:
全面需求分析及理財規劃
total need analysis and insurance financial planning,
精明比較挑選具競爭力的理財工具及節省保費開支
smart selection of competitive insurance financial tools and premium budgeting,
豐富專業核保及理賠知識及經驗
strong insurance underwriting and claims skills,
誠信儘責售後服務
caring and responsible after sales service.
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Family Legacy Planner 家族傳承規劃師
Legacy Academic of Hong Kong 香港傳承學院
(http://www.familysuccession.org/planner.html )
Solicitor Wang Fang’s Private Banker and Insurance wealth planning courses
王芳律師的私行和壽險財富規劃課程
Wang Fang’s Family Office. First Family Office in Dentons, Beijing China
王芳家族辦公室。北京大成律師行。首創中國家族辦公室(http://www.dentons.com/zh/wang-fang)
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.投資及商業教育 Investment and Business Education
股票投資工作坊 – 成功交易 (TES)* ( 香港)
Stock Investment Workshop – Trading for Success (TFS)* (in HK)
私塾澳洲互惠基金經理導師 – David Novac 創富智慧教育學院
(by David Novac and Wealthwise Education (Australia)
價值投資 – William Lai
Value Investing by William Lai
香港理工大學企業學院舉辦課程
Institute of Enterprise of The Hong Kong Polytechnic University
傑·亞伯拉罕十億美元的營銷業務研討會
Jay Abraham Billion Dollar Marketing Business Workshop
保險專業資格 Insurance credentials*
美國壽險管理學會院士榮銜（FLMI）
美國壽險理財院士榮銜（LUTCF）
人壽及醫療保險核保証書（UND）
保險理財規劃師協會證書（IFPC）
LOMA: http://www.loma.org/About.aspx
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保險業內獎項 Insurance Career Awards
1999年第四名新人最高業績獎及永明 Macauley Club 銀獎
Top 4 Freshmen & Sun Life Macaulay Club Bronze Award in 1999
1999-2004年獲獎參加公司海外旅行保險學習交流會議
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保險事業發展 Insurance Careers
資深保險理財規劃師
家族傳承規劃師
Senior Consultant
Family Legacy Planner
匯邦富康理財 環一財富管理有限公司 始於2022年至今 AGBA Focus OnePlatform Wealth Management Ltd from July 2022 til now
恆安保險業務有限公司始於 2005 年 至 2021年10月
Everon Insurance Services Ltd since 2005 til present (www.everon-hk.com )
國泰保險服務有限公司始於 1999 年至今
Cathay Insurance Services Ltd since 1999 til present
業務經理 – 永明金融 (1999-2004年尾)
Sales Manager at Sun Life Financial from 1999-2004 (www.sunlife.com.hk )
國際 SOS 緊急支援服務– 營運部聯絡員 (92-93年 & 96-98 年)
Operation Co-ordinator at International SOS Emergency Assistance Co from 92-93 & 96-98.
www.internationalsos.com/cn
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教育背景 Education Background
香港城市大學 – 翻譯及傳譯 (高級文憑)
Translation & Interpretation at City University of Hong Kong (Higher Diploma)
法國波爾多第三大學 – 法國語文
French language studies at Universite de Bordeaux III, France
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語文 Languages
廣東話、普通話、客家話、英語、法語
Cantonese, Putonghua, Hakka, English, French
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*Professional credential details
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Investment TFS – Trading for Success on stock investment
covering fundamental and technical analysis,
portfolio management, risk management and psychology.
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Value investing – an introduction workshop of value investing covering
the philosophy, methodology, financial statements analysis organized
by the Institute of Enterprise of The Hong Kong Polytechnic University
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Insurance IFPC – estate planning with family trust, business insurance covering
investment, taxation and insurance by successful Chinese Insurance Manager
Mr Frank Vuong of New York Life, USA
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LUTCF – 6 modules for analyzing clients’ needs in different stage of life cycle,
the implementation of different kinds of insurance tools, disability insurance,
target marketing, professional career building and professional ethics…
Details at http://www.luahk.org/index.php?option=com_content&view=article&id=78&Itemid=302&lang=tw
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FLMI – 10 papers covering life and health underwriting, claims, legal, accounting and
solvency, marketing, information system, product design..etc.
Details at http://www.loma.org/ProfDev/Designations/FLMI.aspx#Courses
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UND -professional life and health underwriting certificate
covering underwriting principles, guidelines, mortality and morbidity rates.
Details: http://www.loma.org/ProfDev/Courses/Listings/UND_386.aspx#Outline
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SBN Financial Planning Services 聰美然 專業理財規劃服務 