Assisting clients in solving various problems in the trust industry, specialising in risk isolation, tax planning, wealth inheritance and other aspects.
Professional Track Record:
Conducted financial training for over 10 years, gaining extensive knowledge in banking, securities, insurance, trust and other financial fields locally and overseas.
Invited as a guest lecturer by internationally renowned companies and gained rich experience in financial education.
Expanded the market for asset management business in the Asia Pacific region since 2010, developing and maintaining franchisees, agents, and client resources in Hong Kong, Taiwan, Shanghai, Guangzhou, Dongguan, Zhongshan, Nanchang, and other locations.
Chinese (Traditional)
Chinese(Simplified)
English(US)