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 |
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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
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2014 |
American International Assurance Co (Bermuda) Ltd
AIA New Agent New Star
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