London, United Kingdom
We help UltraHNW individuals to invest and immigrate to UK within 8 weeks!
Investment Management
Education
Institute of Banker Ireland 2007 — 2009
Professional Diploma, Qualified Financial Advisor
Dublin Business School, Ireland; 2003 — 2004
Diploma, Marketing, Sales, Advertising and Public Relation
Liverpool John Moores University 2000 — 2002
Master, Business Studies
HuaBei Hydroelectric University, China; 1992 — 1995
Bachelor's degree, Computer Science
Experience
C&M Wealth Group Ltd March 2012 - Present
Canada Life May 2010 - March 2012
Bank of Ireland October 2007 - January 2010
Taxworld Ltd Ireland,-Financial Consultancy September 2001 - August 2005
Asian Express International Movers February 1997 - April 1999
Skills
Fluent in Cantonese, Loans, Pensions, Mortgage Lending, Investment Strategies, Asset Management, Sales Management, Financial Services, Shanghainese, Investments, Business Development, Business Planning, Investment Advisory, Cantonese, Commercial Mortgages, Financial Advisory, Valuation, Financial Planning, Capital Markets, Wealth, Investment Management, Leadership, New Business Development, Management, Strategic Financial..., Alternative Investments, Investment Banking, Wealth Management, Entrepreneurship, Buy to let property, Corporate Finance, Fluent English, Finance, Portfolio Management, Credit, Business Strategy, Sales, Financial Analysis, Residential Mortgages, Fluent in Mandarin, Private Equity, Sales Operations, Financial Modeling, Property, Commercial Lending, English, Banking, Equities, Financial Risk, Retirement Planning