Amy Cheng's Location
Hong Kong
Amy Cheng's Work
- SENIOR WEALTH MANAGEMENT DIRECTOR @ FTLife Insurance Company Limited
- Senior Legacy Adviser @ Jia@Family Office
- SENIOR WEALTH MANAGEMENT DIRECTOR @ FTLife Insurance Company Limited
- Vice President @ Bank of America
- Assistant Manager @ Robert Swan's 2041 Voyage for Cleaner Energy
- Account Executive @ Marsh
Amy Cheng's Education
- Wrexham Glyndŵr University
Master of Business Administration - MBA (Business Administration and Management, General)
2020 - 2021 - INTERNATIONAL FINANCIAL PLANNER COUNCIL
INTERNATIONAL FINANCIAL PLANNER 國際理財規劃師
2018 - IFPHK
CERTIFICATE (Financial Planning and Services)
2018
- CFP (HKUSPACE)
CHARTERED FINANCIAL PLANNER (Estate & Tax Planning, Insurance & Investment, Financial Planning Practice)
2011 - 2014 - FChFP
Fellow of Chartered Financial Practitioner (Personal Financial Programme Design)
2011 - 2012 - Hong Kong Security Institute
Practising Certificate (Securities) (Investments and Securities)
2008 - 2009 - The Chinese University of Hong Kong
Executive Diploma (Financial Planning and Services)
2006 - 2008 - Hong Kong Securities Institute
Security Dealing Staff (Investments and Securities)
2003 - 2003 - Chartered Insurance Institute
Diploma in Insurance (Insurance, Law, Business Study, Risks Management)
2000 - 2003
Amy Cheng's Skills
- Wealth Preservation Planning
- Legacy Conversion
- Asset Protection
- Family Protection
- Asset Advancement
- Retirement Reservation
- Education Reservation
- Medical Reservation
- Investments
- Portfolio Management
Amy Cheng's Summary
Amy Cheng, based in Hong Kong, is currently a SENIOR WEALTH MANAGEMENT DIRECTOR at FTLife Insurance Company Limited, bringing experience from previous roles at Jia@Family Office, FTLife Insurance Company Limited, Bank of America and Aon. Amy Cheng holds a 2020 - 2021 Master of Business Administration - MBA in Business Administration and Management, General @ Wrexham Glyndŵr University. With a robust skill set that includes Wealth Preservation Planning, Legacy Conversion, Asset Protection, Family Protection, Asset Advancement and more, Amy Cheng contributes valuable insights to the industry. Amy Cheng has 2 emails on RocketReach.
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