I am glad to provide professional wealth and financial services to his beloved friends and clients throughout the years as Relationship Manager at bank and insurance organizations in Hong Kong. The latest role as a director of Top Trust Co., a financial consultancy company, provides him a broad and comprehensive platform to offer the most up to date wealth, financial, and insurance services to his clients in the personal and commercial arena.
In need of different financial services are increasing, 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 |
Top Trust (H.K.) Co. Ltd
Director |
2014 – Now |
American International Assurance Co (Bermuda) Ltd
Senior Manager |
2008 – 2014 |
Standard Chartered Bank (HK)
Branch Manager |
Achievements |
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2014 |
American International Assurance Co (Bermuda) Ltd
Member of MDRT |
2009 |
Standard Chartered Bank (HK)
Elite Group Performer |
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