Candice  Z.

Candice Z.

Head of Cross Boundary Banking @ Fubon Bank (Hong Kong)

About

-about 10+ years outstanding sales performance with very good customers’ connections in China and Hong Kong . -About 10+ years of banking experience in both China and Hong Kong to handle ultra high net worth customers and successfully built up her own customers referral channels -Good experience in set up a brand new private wealth management centre, involving policy/CRM System/recruitment -Good knowledge with experience to perform portfolio management -Strong Corporate Connections with law firms/accountancy firms/immigration companies

Country

Hong Kong SAR

City

Hong Kong

Industry

Banking

Skill

顧客服務管理, 銷售, 管理, 財務顧問, 財富管理, 關係建立, Private Wealth Management, Cross Border Banking Business, 兩文三語, UHNW, Wealth management, Hign net worth client, 客戶管理, Customer Acquisition, 英文, 金融, 私人理財銀行, 領導力, 粵語, 私人銀行

Experience

Fubon Bank (Hong Kong)

Head of Cross Boundary Banking

Fubon Bank (Hong Kong)

LinkedIn
2024-9 - Present · 2 yrs 1 mo

香港特別行政區

Ping An Bank Co., Ltd.

Team Head,VP, Private Banking

Ping An Bank Co., Ltd.

LinkedIn
2020-11 - 2023-12 · 3 yrs 2 mos

香港特別行政區

China CITIC Bank International Limited

Senior Relationship Manager,AVP,Private Banking

China CITIC Bank International Limited

LinkedIn
2018-12 - 2020-11 · 2 yrs

香港特別行政區

Standard Chartered

Executive PB Relationship Manager

Standard Chartered

LinkedIn
2016-8 - 2018-12 · 2 yrs 5 mos

香港特別行政區

HSBC

Premier Relationship Manager

HSBC

LinkedIn
2013-1 - 2016-6 · 3 yrs 6 mos

Candice Z.'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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