Having 12 years working experience in sales and management role in both insurance & investment divisions in Insurance Company & bank, Prudential and Citibank, 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.
2010 – Now |
Private Client Group Ltd
Vice President |
2010 – Now |
American International Assurance Co (Bermuda) Ltd
Unit Manager |
2006 – 2010 |
Citibank Hong Kong Limited
Financial Planning Consultant (Assistant Vice President) |
2002 – 2006 |
Prudential Assurance Co Ltd.
Executive Financial Planning Manager |
Achievements |
|
2014 |
American International Assurance Co (Bermuda) Ltd
Associate Director
Member of MDRT- Court of the Table |
2012 - 2013 |
American International Assurance Co (Bermuda) Ltd
Associate Director
Member of MDRT |
2010 |
American International Assurance Co (Bermuda) Ltd
Unit Manager
Member of MDRT- Court of the Table |
2007 – 2009 |
American International Assurance Co (Bermuda) Ltd
Continuously 3 years Member of MDRT- Top of the Table |
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