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WME Team Management
MDRT
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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 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.



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)


Achievement  
2014 Million Dollar Agency
2014 GAMA Awards
PAM (Premier Agency Manager Award)
 
© Private Clent Group 2010