Nancy Liao

Nancy Liao Email and Phone Number

Marketing Director @ Athena Best Financial Group
Nancy Liao's Location
New Territories, Hong Kong SAR, Hong Kong
Nancy Liao's Contact Details

Nancy Liao personal email

About Nancy Liao

AB Wealth Management高富金融集团是一家立足于香港、服务全亚洲、以B2B为主要商业模式的财富管理公司。旗下有三大业务板块：保险，海外信托和私人银行业务（External Asset Management EAM）。随着国内财富管理行业的发展，很多客户都有了海外配置的需求，保险合作伙伴有两种：1.中小型财富管理公司的海外保险业务量不足以支撑在香港设立一个自己的经纪人公司，通过和我们的合作，他们客户的海外配置需求得以满足。2. 在各个金融机构工作的理财师，他们在职的单位有或者是没有提供这方面的产品，通过和我们合作，他们能够更好的满足客户这方面的需求。海外信托的合作伙伴主要是各个财富管理公司，他们通过对我们产品的尽调、过会和我们建立起长久的合作关系，为他们的客户进行海外资产保全，传承。EAM（私人银行业务）主要和拥有高净值客户的家族办公室以及私行理财师合作，带客户到与我们签约的十多家海外私人银行去开户，借助这些私人银行的平台为客户进行私人财富管理。https://www.athenabest.com/tc/home.html

Nancy Liao's Current Company Details
Athena Best Financial Group

Athena Best Financial Group

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Marketing Director
Nancy Liao Work Experience Details
  • Athena Best Financial Group
    Marketing Director
    Athena Best Financial Group Mar 2012 - Present
    Hong Kong
    View
  • Icbc Asia
    Relationship Manager
    Icbc Asia Sep 2010 - Jun 2011
    Built a portfolio of clients.Managed client portfolios
    View
  • Jpm Asset Management
    Senior Manager
    Jpm Asset Management Jun 2007 - Dec 2008
  • Allianz Global Investors
    Chief Representative For China
    Allianz Global Investors 2005 - 2007
    View

Nancy Liao Skills

Asset Management Wealth Management Financial Services Strategy Leadership

Nancy Liao Education Details

Frequently Asked Questions about Nancy Liao

What company does Nancy Liao work for?

Nancy Liao works for Athena Best Financial Group

What is Nancy Liao's role at the current company?

Nancy Liao's current role is Marketing Director.

What is Nancy Liao's email address?

Nancy Liao's email address is na****@****ail.com

What schools did Nancy Liao attend?

Nancy Liao attended The University Of Calgary.

What skills is Nancy Liao known for?

Nancy Liao has skills like Asset Management, Wealth Management, Financial Services, Strategy, Leadership.

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