Involving financial work more than 7 years, including over 5 years as the financial anchor and commentator on global information and analysis of the Hong Kong Government media experience and 2years wealth management and protection experience of insurance, investment and hospitality areas. I improved unique insights for the PRC and overseas financial markets to enhance a comprehensive scheme of financial needs, I am now a Director in Private Client Group providing professional investment advises and all-rounded financial services to the high net worth clients.
With the PRC and global investment for the demanding on a greater level of financial service and product offering, there has been an increasing demand for sophisticated financial solutions and expertise throughout the world. While the traditional banking services could no longer satisfy our clients; We, at WM District, aim at providing an one-stop and all-round financial service to the high net worth clients and to achieve the relentless pursuit for excellence leading on to building, managing and preserving your wealth.
2014 – Now |
American International Assurance Co (Bermuda) Ltd
Assistant Unit Manager, Wealth Management and Protection |
2013 – 2015 |
American International Assurance Co (Bermuda) Ltd
Senior Manager, Wealth Management and Protection |
2013 – Now |
Private Client Group Ltd
Director, Wealth Management |
Achievements |
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2014 |
American International Assurance Co (Bermuda) Ltd
Member of MDRT |
2014 |
American International Assurance Co (Bermuda) Ltd
TOP ELITES |
2014 |
American International Assurance Co (Bermuda) Ltd
The 18th MIB Meeting Member 200% Qualifier |
2014 |
American International Assurance Co (Bermuda) Ltd
Super Star Club Member
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