Cultivate lasting client relationships through needs-based advisory, market intelligence, negotiation excellence, and multilingual engagement.
Provide discreet, forward-looking advice by simplifying complex financial offerings, streamlining client onboarding, and enabling measurable long-term wealth growth.
Drive client acquisition, strategic partnerships, and cross-border investment initiatives across financial services, private banking, fintech, and digital investment platforms.
Deliver bespoke wealth structuring, investment advisory, cross-border banking, digital asset platform solutions, SaaS financial services, and FX/CFD liquidity access.
Design and implement offshore banking strategies, customised investment portfolios, structured products, and tax-efficient solutions for HNWIs across Europe, the Middle East, and Asia.
Professional Track Record:
Built and led international partner networks, resulting in a 40% uplift in lead conversion.
Structured and secured offshore banking and investment vehicles for HNWIs across Dubai, Switzerland, and Cyprus.
Spearheaded new investment offerings, increasing cross-sell ratios by 30%.
Consistently outperformed quarterly revenue targets across B2B and B2C channels within wealth management and fintech sectors.
Chinese (Traditional)
Chinese (Simplified)
English (UK)