Over years of a substantial experience in sales and management role among the insurance, investment and hospitality areas, I understand providing professional advises and services to meet clients’ needs can lead to their satisfactions. 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 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.
2011 – Now |
Private Client Group Ltd
Director |
2011 – Now |
American International Assurance Co (Bermuda) Ltd
Unit Manager |
2010 – 2011 |
Mass Mutual Financial Group
Associate Financial Planning Manager |
2003 – 2009 |
Essen Marketing Ltd
Sales and Marketing Director
Managing Director
|
2001 – 2003 |
Hospitality Marketing Concepts
Program Manager (Hong Kong & China Regions) |
2000 – 2001 |
Hospitality Marketing Concepts
Assistant Manager (Hong Kong Region) |
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