After working for 7 years in sales and management role in both insurance & investment divisions in 2 notable banks, Citibank and Hang Seng Bank, I joined AIA Hong Kong in 2008 and am now a District Director in AIA. Having 13 years work experience in different companies, I am able to provide professional wealth management advises and all-rounded financial services to the high net worth clients.

To strive for perfection and profession in the industry, I have got 3 Financial Professional Qualification- Financial Risk Manager (FRM) in 2001, Chartered Financial Analyst (CFA) in 2004, and Certified Financial Planner (CFP) in 2005, my professionalism is indubitable. Last year, I was invited as a trainer and a guest speaker for Citibank in Shanghai and Minsheng Bank in Shenzhen respectively. In 2009, I become one of the Financial Commentators for an online radio www.wongsir.hk. www.wongsir.hk. In 2014, I have got Professional Qualification of Associated Certified Coach (ICF) and being invited to be a professional coach in a TV program of TVB.

The need of different financial services is increasing, and 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.