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home / about us / catherine chan
WME Team Management
MDRT
Office Photo
 

Having 8 years working experience in sales and management role in both insurance & investment divisions in Insurance Company & bank, AIA, BEA and BOC Group, I am now a Vice-President in Private Client Group Ltd. providing professional investment advises and all-rounded financial services to the high net worth clients.

The need of different financial services is increasing, and the traditional banking services could no longer satisfy our clients; We, at WME, 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.

2013 – Now Private Client Group Ltd
Vice President
2013 – Now American International Assurance Co (Bermuda) Ltd
Senior Relationship Manager
2010 – 2013 The Bank of East Asia, Limited
Marketing Officer
2007 – 2009 BOC Group, Nanyang Commercial Bank
Assistant Branch Officer


Achievements  
2015 American International Assurance Co (Bermuda) Ltd
Member of MDRT
2015 American International Assurance Co (Bermuda) Ltd
TOP ELITES – 2015 AIA Agent Purchase Plan
2014 American International Assurance Co (Bermuda) Ltd
Promote to Senior Relationship Manager
2014 American International Assurance Co (Bermuda) Ltd
Let’s Go to Seoul 4th Runner-up Top 8 FYC New Agent
2014 American International Assurance Co (Bermuda) Ltd
AIA New Agent New Star
 
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