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Enrico’s sharing of my work at Wealth Management Office

29/05/2026

ℹ️🅿️🅿️ Internship 2026 Presentation Day

琴日係從胃炎的一天出發，起身勁肚痛到返到公司樓下都要改道去睇醫生，好彩一班同事幫手準備好Internship嘅Presentation Day。今年嘅Mentee presentation相當有水準，頭幾位嘅分數非常接近🤏最後我嘅Mentee取得Mentor同Mentee票選第一同第4名🥰保持Top-intern team嘅優良傳統，下個禮拜佢地就會接受training啦🦾

12/05/2026

Chariman Round Table 2026 Part 2
1. 有好同事去吹水打卡係開心嘅
2. 喺英國9日接近冇落過雨 lucky 🍀
3. Scotland自己去有啲抆，但公司去就啱啱好😜
4. 車我地嘅巴士司機係Sunderland Fans，我哋離開Edinburgh 嗰晚Sunderland被大炒0:5🥲
5. Scotland連續4餐食🐟 真係好多魚

完咗Edinburgh 就係Manchester朝聖😎

08/05/2026

Internship 2026 In progress 🧑🏻‍💻👩🏻‍💼
1st and 2nd Workshop ✅
➡️ Fund house visit and Presentation
📆 On-board training

06/05/2026

ℹ️🅿️🅿️ CRT 2026 - Scotland (Part 1)
每年公司都有Travel Incentive
今次係去Scotland👍👍👍
一個自己未必會去嘅地方但係又近我想去嘅Manchester😆
先去Edinburgh睇Castle同Royal Mile 🕍
跟住北上Highland睇細細個就聽過嘅尼斯湖 Loch Ness (冇水怪🦕)
再南下Glasgow去Whisky Distiller 🥃 襯返ℹ️🅿️🅿️個Vibe
下個post再出 d打橫嘅相😆

16/04/2026

Internship 2026 upcoming 🙌

23/02/2026

㊗️開工大吉🍊

10/02/2026

IPP x Zurich x FSSA Luncheon

我哋嘅Champion fund list 將會加入新嘅優質基金，今次我哋biz partner將別安排呢個luncheon，喺Sheraton食住飯聽基金公司代表嘅presentation👍
同場頒發公司上年linked business嘅Top 5，小弟都有個小小嘅trophy🏆☺️
好快就會update大家今年嘅投資展望架啦

#盈加國際財富管理 #退休策劃 #投資專家 ippwmo assetmanagement wealthmanagement ongoinginvestmentadvisory coeussolutions investment ongoinginvestmentadvisory funds mpf mpfmanagement dmis discretionaryinvestmentmanagementservice

19/01/2026

District Trip 小插曲之自駕租車保險

今次個Trip發生一個小意外，我哋租咗3架7人車自駕遊，我就係其中一個司機
上網租車嗰陣，平時我只會用旅遊保險附帶嘅租車自負額保障
但因為我過去8年只係揸過1次7人車，所以都穩陣啲加返租車嘅全保 (百幾蚊保費)
結果半夜喺小路一個135度彎位睇唔到條坑渠而刮花咗車身
當然即刻睇返租車同保險條款先，睇吓有冇需要先付款再返香港搞索償 (如果係租車自負額保障)
而因為我有加到全保，一蚊都唔需要俾
同職員交代返情況簽個名就走得
想去自駕遊去得安心啲，呢個全保都係加咗好啲

利申：呢個保險係跟租車平台/公司買，並唔係我哋業務範圍，純分享😉

16/01/2026

District Trip 2026 @ Osaka 🇯🇵

一年一度嘅District Trip由大家公平投票又係去日本😆
今次嘅行程包括自駕去和歌山白浜同大阪
亮點非常之多
喺好有feel嘅一間日本傳統Airbnb BBQ同打邊爐+勁邪惡宵夜
白浜ToreTore Market食超平水產同千疊敷極大風打卡
和歌山城睇全景同埋大阪嘅燒肉
呢個Trip肯定大家都增磅唔少📈

09/01/2026

Annual Planning 2️⃣0️⃣2️⃣6️⃣

又係新一年開始第一個大型活動，今年嘅Annual Planning 差不多170人出席，比起上年差不多50%增長💪
Base on我哋proven嘅 Wealth Management Training System，今年公司再有新嘅發展方向，包括委託投資服務DIMS、Private Equity同Altenative investment，要求同事有更多嘅專業知識，同時提供更完善嘅配套支援大家進一步開拓Professional Investor/High Net-worth市場🏢 將會超多學習同機會，而新同事只會比我哋越行越快😎我哋Coeus Division即將有幾位新成員加入👩🏻🧑🏻‍🦱越嚟越好玩🫶🏻

想了解我哋更多📲DM me，聽日Osaka district trip，之後介紹更多😎

#盈加國際財富管理 #退休策劃 #投資專家 ippwmo assetmanagement wealthmanagement ongoinginvestmentadvisory coeussolutions annualplanning2026
investment ongoinginvestmentadvisory funds mpf mpfmanagement dmis discretionaryinvestmentmanagementservice

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