Jim Man Email
Head, Wealth Solutions, APAC, Citi Private Bank @ Citi
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Jim Man Location
- Hong Kong
Jim Man Work
- Head, Wealth Solutions, APAC, Citi Private Bank @ (April 2023 - Present)
- Director, Head, Life Referral Business, NA, APAC @ (December 2015 - April 2023)
- Director of Bancassurance @ (August 2013 - December 2015)
- Head of Bancassurance @ (December 2012 - August 2013)
- Head of Investment and Insurance, Taiwan @ (May 2008 - August 2012)
- Head of Bancassurance, China @ (January 2007 - September 2008)
- VP, Bancassurance, Hong Kong @ (December 2002 - December 2006)
- Product Manager @ (January 2001 - December 2002)
- Assistant Manager, Corporate Partners (Joined as Management Trainee) @ (January 1999 - December 2001)
Jim Man Education
- AGSM @ UNSW Business School
MBA
2014-2015 - The Chinese University of Hong Kong
Economics (Economics)
1996-1999
Jim Man Skills
- Insurance
- Bancassurance
- Business Strategy
- Banking
- Investments
- Wealth Management
- Risk Management
- Management
- Mutual Funds
- Sales Process
- Financial Services
- Portfolio Management
- Sales Management
- Relationship Management
- General Insurance
- Financial Risk
- Life Insurance
- Marketing Strategy
- Customer Segmentation Strategy
- Product Development
- Direct Marketing
- Affiliate Marketing
- Retail Banking
- Private Banking
- Investment Banking
- Greater China
- Product Specialists
- Channel Relationship Management
- Personal Financial Planning
- Insurance Brokerage
- Financial Institutions
- Universal Life
- Premium Financing
- Campaigns
Jim Man Summary
- Jim Man, based in Hong Kong, is currently a Head, Wealth Solutions, APAC, Citi Private Bank at 花旗. Jim Man brings experience from previous roles at 瑞信, Aon Hong Kong Limited, QBE Insurance Hong Kong and 星展銀行. Jim Man holds a 2014 - 2015 MBA @ AGSM @ UNSW Business School. With a robust skill set that includes Insurance, Bancassurance, Business Strategy, Banking, Investments and more. Jim Man has 3 emails on RocketReach.
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