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WME Team Management
MDRT
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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
 
© Private Clent Group 2010