Page 104 - Demo

102%u9999%u6e2f%u9280%u884c%u5b78%u6703%u5e74%u5831%u4e8c%u25cb%u4e8c%u56dbThe Hong Kong Institute of Bankers Annual Report 2024%u7b2c%u5341%u4e03%u5c46%u9999%u6e2f%u9280%u884c%u5b78%u6703%u300c%u5091%u51fa%u8ca1%u5bcc%u7ba1%u7406%u5e2b%u5927%u734e%u300d%u5f97%u734e%u540d%u55aeThe 17th HKIB Outstanding Financial Management Planner Awards Winners List%u734e%u9805Award%u5f97%u734e%u8005Awardee%u5f97%u734e%u6a5f%u69cbOrganisation%u7d44%u5225A%uff08%u4e00%u822c%u5ba2%u6236%uff0c%u5f9e%u4e8b%u500b%u4eba%u8ca1%u5bcc%u7ba1%u7406%u5de5%u4f5c%u4e0d%u591a%u65bc3%u5e74%uff09Group A: General Wealth Management Customers, Financial Management Planners with up to 3 years of experience%u5927%u734eGrand Award%u6797%u6822%u6fe0LAM Pak Ho, Horace%u4e2d%u570b%u9280%u884c%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Bank of China (Hong Kong) Limited%u91d1%u734eGold Award%u9ec3%u5609%u885eWONG Ka Wai, Frank%u4e2d%u570b%u9280%u884c%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Bank of China (Hong Kong) Limited%u91d1%u734eGold Award%u4f59%u5049%u8c6aYUWaiHo,Jeffrey%u82b1%u65d7%u9280%u884c%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Citibank (Hong Kong) Limited%u6700%u4f73%u6f14%u8aaa%u734eBest Presentation Award%u6797%u6822%u6fe0LAM Pak Ho, Horace%u4e2d%u570b%u9280%u884c%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Bank of China (Hong Kong) Limited%u6700%u4f73%u7406%u8ca1%u65b9%u6848%u734eBest Financial Planning Proposal Award%u4f59%u5049%u8c6aYUWaiHo,Jeffrey%u82b1%u65d7%u9280%u884c%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Citibank (Hong Kong) Limited%u7d44%u5225B%uff08%u4e00%u822c%u5ba2%u6236%uff0c%u5f9e%u4e8b%u500b%u4eba%u8ca1%u5bcc%u7ba1%u7406%u5de5%u4f5c3%u5e74%u4ee5%u4e0a%uff09Group B: General Wealth Management Customers, Financial Management Planners with over 3 years of experience%u5927%u734eGrand Award%u9ec3%u5bf6%u7487WONG Po Shuen, Christy%u4e2d%u570b%u9280%u884c%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Bank of China (Hong Kong) Limited%u91d1%u734eGold Award%u6797%u5bb6%u7152LAM Ka Wai, Gary%u82b1%u65d7%u9280%u884c%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Citibank (Hong Kong) Limited%u91d1%u734eGold Award%u674e%u4fca%u658cLI Chun Pan%u6052%u751f%u9280%u884c%u6709%u9650%u516c%u53f8Hang Seng Bank, Limited%u6700%u4f73%u6f14%u8aaa%u734eBest Presentation Award%u9ec3%u5bf6%u7487WONG Po Shuen, Christy%u4e2d%u570b%u9280%u884c%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Bank of China (Hong Kong) Limited%u6700%u4f73%u7406%u8ca1%u65b9%u6848%u734eBest Financial Planning Proposal Award%u9ec3%u5bf6%u7487WONG Po Shuen, Christy%u4e2d%u570b%u9280%u884c%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Bank of China (Hong Kong) Limited%u7d44%u5225C%uff08%u9ad8%u8cc7%u7522%u503c%u5ba2%u6236%uff0c%u5f9e%u4e8b%u500b%u4eba%u8ca1%u5bcc%u7ba1%u7406%u5de5%u4f5c%u2014%u8655%u7406%u5ba2%u6236%u6295%u8cc7%u8cc7%u7522%u503c100%u842c%u7f8e%u5143%u6216%u4ee5%u4e0a%uff0c%u4e0d%u5305%u62ec%u901a%u5e38%u5c45%u6240%u7684%u50f9%u503c%uff09Group C: High Net Worth Customers, Financial Management Planners with customers with investable assets of over USD1 million (excluding the primary residence owned)%u5927%u734eGrand Award%u7fc1%u541b%u777fYUNGKwanYui,Jovi%u4e2d%u570b%u9280%u884c%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Bank of China (Hong Kong) Limited%u91d1%u734eGold Award%u5f35%u555f%u8f1dCHEUNGKaiFai%u53cb%u90a6%u4fdd%u96aa%uff08%u570b%u969b)%u6709%u9650%u516c%u53f8AIA International Limited%u91d1%u734eGold Award%u5289%u6d77%u6d0bLIUHaiyangArk%u63a7%u80a1%u96c6%u5718%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Ark Group Holdings (Hong Kong)Limited%u6700%u4f73%u6f14%u8aaa%u734eBest Presentation Award%u7fc1%u541b%u777fYUNGKwanYui,Jovi%u4e2d%u570b%u9280%u884c%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Bank of China (Hong Kong) Limited%u6700%u4f73%u7406%u8ca1%u65b9%u6848%u734eBest Financial Planning Proposal Award%u7fc1%u541b%u777fYUNGKwanYui,Jovi%u4e2d%u570b%u9280%u884c%uff08%u9999%u6e2f%uff09%u6709%u9650%u516c%u53f8Bank of China (Hong Kong) Limited%u9644%u9304%u4e94Appendix V