2025 · MACAU
MDRT Global Conference
Speaker
FAMILIES · WEALTH · A BRIGHTER TOMORROW
Protecting what you have built.
Preparing what comes next.
Private client advisory for high-net-worth families and business owners across Hong Kong and Greater China.
Start a Private Conversation →“Understand the family.
Protect what has been built.
Prepare what comes next.”Jessie Chiu
10 Yearsin Financial Advisory
TOTTop of the Table
MDRTLife Member
InternationalSpeaker
AgencyDirector
SELECTED PROFESSIONAL HIGHLIGHTS
Experience recognised across the profession.
Jessie’s work spans private client advisory, international industry sharing and agency leadership. These selected milestones provide a factual snapshot of that journey.
ISSUE 3 · 2026
INSPIRE Magazine
Cover Figure · Generational Leadership for a New Era
2026
GAMA International Management Award
Platinum
Distinguished Agent AwardProfessional Recognition
Top of the TableMDRT Professional Achievement
IDA Lifetime Honorary AmbassadorIndustry Recognition · 2026
JESSIE’S STORY
A career shaped by purpose, family and long-term relationships.
Jessie’s journey began unexpectedly, but developed into a career centred on families, continuity and helping people prepare for what comes next.
Watch Jessie share the story behind her journey, values and the purpose that continues to shape her work.
A MORE CERTAIN TOMORROW
Wealth creates possibilities.
It also creates complexity.
As wealth grows, financial decisions often become more interconnected. Family businesses, investment assets, liabilities, multiple generations and family members across different jurisdictions can all become part of the same conversation.
Protection
Helping safeguard the people, responsibilities and values that matter most.
Liquidity
Creating financial flexibility when family or business circumstances change.
Succession
Preparing for continuity across generations, ownership and leadership.
Legacy
Turning success today into meaning and security for the future.
A THOUGHTFUL PROCESS
I start with the family,
not the product.
Every family has its own responsibilities, relationships, assets and aspirations. My role is to understand that bigger picture and identify where protection and insurance-based planning can add value.
For more sophisticated situations, I believe strongly in working alongside the appropriate lawyers, tax professionals, trustees and other professional advisers.
1
Understand
Your family, values and long-term objectives.
2
Identify
Key risks, priorities and planning opportunities.
3
Coordinate
Align with trusted professional advisers where needed.
4
Implement
Put the appropriate solutions in place with clarity.
5
Review
Adapt the planning as your family evolves.
01
Business Owners
When family wealth and business ownership are closely connected.
02
Multigenerational Families
When roles, expectations and responsibilities differ across generations.
03
Cross-Border Families
When family members, assets and priorities span different jurisdictions.
04
Asset-Rich Families
When substantial wealth still requires careful liquidity planning.
INTERNATIONAL PERSPECTIVE
A perspective shared beyond Hong Kong.
Jessie has had opportunities to exchange ideas and share experience with financial professionals across regional and international platforms.
REGIONAL SHARING
FWD Philippines
Mutual learning and professional exchange.
TAIPEI · 2024
FWD Group Elite Summit
Speaking to more than 300 attendees.
IN CONVERSATION & IN THE PUBLIC EYE
Ideas, stories and professional perspectives.
Jessie’s work has also been featured through interviews, editorial platforms and public-facing campaigns that explore service, leadership and the next generation of the profession.
IN CONVERSATION
Advisers 財務顧問
Jessie was profiled for her approach to client development, long-term service and building trusted relationships across Greater China.
“Understand the family before discussing the solution.”
INSPIRE MAGAZINE · ISSUE 3, 2026
Generational Leadership for a New Era
The cover story explored heritage, innovation and long-term vision in sustainable agency leadership.
“I realised I was not stepping into a job. I was stepping into a legacy.”
HONG KONG · 2026
FWD Summer Exclusive Event × CHANEL Radio Shine
PASSION IN PRACTICE
A Story Beyond Insurance
ACROSS GENERATIONS
Different generations. A shared tomorrow.
Long before Jessie advised families on continuity and legacy, she had seen first-hand what long-term professional service could mean across generations.
Her mother’s career showed her that trust can be built over decades. Today, Jessie brings her own generation’s perspective, international exposure and modern approach to the profession.
“My mother taught me that sustainable success is built through integrity, consistency and care.”
AGENCY DIRECTOR · FWD HONG KONG
Building people. Building a practice that lasts.
Alongside her private client work, Jessie leads an agency focused on mentoring advisers, professional standards and a culture designed to grow across generations.
THE TEAM BEHIND THE WORK
Leadership made visible through people.
Jessie’s team brings together advisers at different stages of their careers, connected by continual learning, client service and professional growth.
INDUSTRY LEADERSHIP
Contributing beyond her own practice.
In 2025, Jessie was elected to the Board of GAMA Hong Kong, following her involvement with GAMA LAMP Asia 2024. The role reflects a broader commitment to mentorship and professional development.
A CULTURE BUILT TO LAST
More than production. A promise across generations.
At the FWD Annual Award Ceremony, Jessie’s agency marked records for agency production growth, in-force policyholders and total in-force sum insured.
For Jessie, the most meaningful measures are the relationships behind those numbers and the long-term commitment to serving families.
“Seeing the families we protect live with peace and dignity, and pass their love forward, makes every hardship worthwhile.”
BEYOND BUSINESS
Making a positive difference, one family and one community at a time.
Working with the Heart Union Foundation, Jessie and the Ivy League team connected with underprivileged elders in Tsing Yi and helped prepare and deliver 500 gift bags for the Mid-Autumn Festival and National Day holidays.
“Seeing others grow, thrive and succeed as a result of our own small contribution is the richest fulfilment and deepest happiness.”
The initiative was also featured by Southern Metropolis Daily.
IDEAS FOR A BRIGHTER TOMORROW
Private Client Insights
Short perspectives on family wealth, protection, liquidity, succession and the questions that become more important as families grow more complex.
SUCCESSION
When Equal Inheritance Isn’t Always Fair
Fairness is rarely about identical treatment. It is about understanding what each family member truly needs.
LIQUIDITY
A Family Can Be Asset Rich and Still Have a Liquidity Problem
Why liquidity planning can matter even when a family’s balance sheet looks substantial.
CROSS-BORDER
When the Next Generation Lives in Different Countries
How protection, continuity and family priorities may need to adapt across borders.
A PRIVATE CONVERSATION
Every family begins with
a different conversation.
If you would like to discuss your family’s protection, liquidity, succession or legacy planning, Jessie welcomes a private conversation.
Start a Private Conversation →More than wealth.
A brighter tomorrow.
A brighter tomorrow.