毅豪 D.'s Linkedin Analytics

Aspiring Banker Specializing in Wealth Management for High Net-Worth Clients in Greater China. With a successful track record in wealth management sales, I am a seasoned professional dedicated to identifying and acquiring new clients for the bank, particularly within the Greater China market. Bringing over 8 years of experience in the field, I possess a deep understanding of the unique needs of high net-worth individuals. My expertise lies in providing personalized investment advice and offering a wide range of products tailored to each client's specific requirements. I excel in building strong relationships and collaborating with product/support teams and other banking arms to ensure exceptional client service. Adhering to a compliance-oriented approach, I ensure strict adherence to all regulatory requirements, both in Singapore and the specific geographical area I serve. Additionally, I foster partnerships with family offices, law firms, external asset managers (EAM), and private bankers to deliver comprehensive financial solutions. If you seek a dedicated, result-driven professional with an established network of high net-worth clients in the Greater China region, I welcome the opportunity to connect and explore how we can achieve mutual success. Let's collaborate and capitalize on the immense potential of this thriving market together. 渴望成为专注于大中华地区高净值客户财富管理的银行家。 作为一名经验丰富的专业人士，我在财富管理销售方面有着成功的业绩，致力于在银行内寻找并吸引新的客户，尤其是在大中华市场。在这个领域拥有8年以上的经验，我深刻了解高净值个人的独特需求。 我的专业知识在于提供个性化的投资建议，为每位客户提供量身定制的产品。我擅长建立紧密的关系，并与产品/支持团队及其他银行部门合作，确保客户得到卓越的服务。 我以合规为导向，严格遵守新加坡及我所服务地区的所有监管要求。专注于信托建立和私人银行产品，同时也与家族办公室、律师事务所、外部资产管理者（EAM）以及私人银行家建立合作伙伴关系，致力于提供全面的财务解决方案。 如果您在大中华地区寻找一位专注、有成果导向的专业人士，并且希望与已建立的高净值客户网络合作，我非常欢迎与您联系，一起探讨如何实现共同成功。让我们携手合作，充分发掘这个蓬勃发展的市场的巨大潜力。