Providing clients with valuable advice on asset management and professional solutions on wealth, assisting hundreds of HNWIs in solving their problems in risk isolation, tax planning, wealth inheritance and other aspects.
Professional Track Record:
Engaged in banking, securities, insurance, and other industries for nearly 20 years, accumulating extensive experience in business development, operation management, and investment operations, with a well-connected network and rich customer resources.
Appointed as the Operation Director of Hong Kong Fiduciary Association Limited in 2015 and assisted the Company in successfully expanding its businesses from Hong Kong to the Asia Pacific region.
Delivered more than 500 seminars/events as a guest speaker for Hong Kong Fiduciary Association Limited.
Chinese (Traditional)
Chinese(Simplified)
English(US)