Richard 董宁, CFA

Richard 董宁, CFA

Managing Director @ Fosun 复星

About

16 years of extensive experience in large financial institutions both domestic and abroad, with a wide range of investment and financing resources such as governments, financial institutions, investment institutions, listed companies and family offices, etc., was responsible for the line management of strategic private banking business for large domestic bank head office, has an in-depth understanding of the wealth management industry and insights, long term working as industry expert to provide consulting services for financial institutions to carry out wealth management business, owns the ability and rich practical experience to set up a new business line from 0 to 1, formulate and promote strategy and business planning, build and lead a team to promote the achievement of business tasks.

Country

China

City

Pudong

Industry

Financial Services

Skill

客户端开发, 风险管理, 分发, 关系发展, 领导力, 客户关系管理, 普通话, 英语, 注册金融分析师, 沟通交流, 客户满意度, 投资产品, 战略思维, 商业头脑, 人际技能, Derivatives, Fixed Income, Alternative Investments, Equities, Building Relationships

Experience

Fosun 复星

Managing Director,Strategic Client Group

Fosun 复星

LinkedIn
2023-6 - Present · 3 yrs 4 mos

中国 上海市

Ping An Bank Co., Ltd.

总行顶级私行总经理,Strategic Private Bank

Ping An Bank Co., Ltd.

LinkedIn
2019-1 - 2023-6 · 4 yrs 6 mos

中国 广东省 深圳

Herivest Family Office

Chief Investment Counselor

Herivest Family Office

2017-7 - 2019-1 · 1 yr 7 mos

Shanghai City, China

Family office, HNW and UHNW clients investment advice and asset allocation

BlackRock

Senior Portfolio Adviser

BlackRock

LinkedIn
2014-3 - 2017-4 · 3 yrs 2 mos

Singapore

APAC institutional client management

BlackRock

Financial analyst

BlackRock

LinkedIn
2011-3 - 2014-3 · 3 yrs 1 mo

Sydney, Austarlia

Liquidity and cash management

Goldman Sachs

Investment Counselor

Goldman Sachs

LinkedIn
2008-1 - 2010-11 · 2 yrs 11 mos

Melbourne, Australia

Education

Monash University

Monash University

LinkedIn

Professional Accounting

2006 - 2008 · 2 yrs

Richard 董宁, CFA's Contact Information

Email

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

Phone

(**) *** ****

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