DUKE CHENG
Personal Wealth Manager
Personal Wealth Manager
Year Joined: 2016
Years of Experience: 5-10 years
Education: Degree in Business Management (Finance)
Previous Profession: Business Acquisition Officer
Industry Certifications: CFP ®,ChFC ®/S
Notable Achievements: Prestige Gold, MDRT, PWM
Specialisation: Financial Planning, General Insurance
Hobbies: Singing, Basketball
I used to work in the Information Technology (IT) Industry and accumulated more than 11 years of experience. I have worked in various roles, led and executed many team projects as a senior in the industry. Upon the recommendation of my father-in-law, and after my first meeting with the Director of Win Financial, Winnie, I realized that I wanted to pursue a career in the Financial Services Industry. I have always been very appreciative of insurance companies, knowing that they exist to cover for all odd times and is so closely knitted to real-life moments. This motivates me to pick up the necessary skills and knowledge of the Insurance Industry. Indeed, it has been a positive career switch for me.