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At WM District, we pride ourselves in continuously growing and developing as professionals to keep up with the complex needs of our clients and ever changing markets. In keeping ahead of the industry and ensuring that we are experts in what we do, we provide comprehensive and extensive training on the different products through regular seminars and training sessions led by highly experienced, dedicated and qualified individuals such as Marcus Wong, Allen Chen, Jacky Lee and Francis Wong. With their ongoing support, you will be better familiar and knowledgeable about the products we offer from wealth management to protection.

With Allen Chen’s support and regular training, which is known as the "Galaxy Group", you will further develop your skill set and knowledge of how to better fulfill your clients’ needs and to give them an unequivocal experience with the whole selling cycle. Marcus Wong’s expertise in event and personal marketing will help you market yourself in a way that will help develop a large clientele and develop an esteemed reputation in this industry. Jacky Lee's strong academic background (CFA, CFP) also helps you to build a strong fundamental on wealth management knowledge.

As a part of our WM District, we strongly believe in progress in your professional career and to help you reach your goals. As we highly value our Sales Managers and strive to provide the tools for success, we have regular performance reviews and a year end evaluation to provide a positive and constructive appraisal on your job performance to help you further develop, set and reach your goals in this industry.

 
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