Sales Practice Governance Assessment for Insurance Practitioners in Asia (PowerPoint PPTX Slide Deck)

Barkis Ip FCPA, FCIS, CMC, RFP, BCom, MSc
Director & Principal Consultant
LB Asia Consulting Limited, Hong Kong

Barkis has over 25 years financial industry experience in senior management roles with his earlier career as the Financial Controller of an insurance company. He moved into sales management when he joined AIA in Australia as an Agency Manager in providing financial planning ... [read more] services.

During the last 15 years, he led local and regional compliance and risk teams with supporting direct and indirect staff of over 200 associates in 15 Asian countries. He was the Vice President & Founder of Regional Compliance with AIA & Affiliates and the Regional Director & Head of Operational Risk Management for AIG companies in Asia. He was also the Senior Director in Risk Management with HSBC Private Bank. Prior to taking up the current advisory role in Governance, Risk & Compliance, he was the Regional Chief Compliance Officer with Sun Life Financial Asia and MetLife for the Asia Pacific Region.

Barkis has been involved in a range of consulting projects, reviews & monitoring programs supporting financial institutions which included providing risk advisory and training for implementation of the best practice in governance & compliance for a JV Bank & Insurance Group in China. More recently, he was conducting an independent review for a leading bank group?s internal controls, systems & procedures required by the regulator of Hong Kong.

Barkis is devoted to serving our industry and is the Council Member of the Asia Financial Risk Think Tank, and Part-time Lecturer in Risk Management & Financial Planning with universities & professional institutions for financial practitioners.

Barkis holds a Bachelor of Commerce degree and a Master of Science in e-Commerce (with distinction). He is a Fellow of CPA Australia and of the Hong Kong Institute of Certified Public Accountants. He is also a Chartered Company Secretary, a Registered Financial Planner and a Certified Management Consultant by profession.

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