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● Specialties:Comprehensive experiences in wealth management, focus on Greater China market. Provide outstanding Client Services for UHNW and HNWI clients. Excellent interpersonal skills and self-motivated with passion.● Professional License: HKSFC License: Type 1 & 4 HKSI License: Long Term & Life Insurance◆8年香港工作经验，清华经管/港中文硕士，港澳寿险总部、美国上市财富机构背景；◆10年服务高净值客户，对超高净值人群的全球资产配置，有独到的理解和认知；◆擅长大额保单（保费融资、保险金信托、养老社区），培训、演讲、谈判能力卓越；◆擅长境内外法律合规，全球法税移民，香港保监会、证监会持牌人；◆家在北京，香港特区护照，出入境方便，寻求高净值资产配置机会，关注港澳大湾区发展前景。
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海外业务总监中國太平人壽保險(香港)有限公司Beijing, China
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海外业务总监中國太平人壽保險(香港)有限公司 Nov 2017 - Present中国 香港特别行政区【职责】◆保险金信托/培训/陪谈/陪访1、保险金信托营销体系培训（银保）促进银行大单销售：国有行/地方行，保险金信托1.0/2.0/3.0模式（信托+年金/终身寿）2、20+位超高净值客户：对接1000万以上保单，配置年金/终身寿锁定养老社区，升级保险金信托方案，升级家族信托方案◆培训企划（集团高净值客户优秀级讲师）1.全国巡回宣讲：保费融资、保险金信托、养老社区业务：10个城市，23个项目；2.开拓：保险+医疗、保险+养老、保险+健管、保险+教育、等深度融合产品；3.推动：“太平家办”战略，围绕客户全生命周期需求，打造生态闭环金融+保险的整体部署和规划。◆营销督导（保费融资、保险金信托、养老社区）1.建立KPI报表追踪体系，编订销售人员考核报表，并做好业绩追踪和辅导；2.搭建销售人员入职培训体系、渠道拓展训练体系、多元行销训练体系；3.定期完成港澳同业产品内地分销渠道、费用政策、营销策略调研报告；【成果】曾创造6个月，6人团队7000万保费收入的优异业绩。 -
海外投资经理Noah International (Hong Kong) Limited Dec 2011 - Nov 2017中国 香港特别行政区【职责】◆香港证监会持牌人：1号(证券交易)牌照、4号(就证券提供意见)牌照。◆香港保监会持牌人：1号(香港长期保险)牌照、3号(寿险)牌照。 ◆负责诺亚三大区域的香港专业投资者PI会员开户(各类BVI公司/个人) KYC、AML。 ◆从事海外美元私募基金:认购、赎回、份额转让、风险揭示。◆投资移民调仓iFAST、对接基金行政管理人Maples Fund Services，查询代理人账户Nominee Account。◆服务中国及海外的高净值客户，包括海外上市公司股东、投资移民、家族及海外企业客户等。 ◆通过筛选离岸理财产品，一方面满足客户全球资产配置需求，另一方面协助企业设计海外融资方案。【成果】与国内各高端理财平台建立良好关系，与国际顶尖私募基金公司建立渠道。
Victor Chen Skills
Victor Chen Education Details
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E-Commerce And Logistics Technologies
Frequently Asked Questions about Victor Chen
What company does Victor Chen work for?
Victor Chen works for 中國太平人壽保險(香港)有限公司
What is Victor Chen's role at the current company?
Victor Chen's current role is 海外业务总监.
What is Victor Chen's email address?
Victor Chen's email address is cy****@****ail.com
What is Victor Chen's direct phone number?
Victor Chen's direct phone number is (408) 996*****
What schools did Victor Chen attend?
Victor Chen attended 清华大学经济管理学院 Tsinghua University School Of Economics And Management, The Chinese University Of Hong Kong.
What are some of Victor Chen's interests?
Victor Chen has interest in Social Services, Table Tennis, Badminton, Tennis, Swimming, Fishing.
What skills is Victor Chen known for?
Victor Chen has skills like Project Management, Os X, Apple Certified, Microsoft Office, Leadership, Photoshop, Iwork, Windows, Crm, Iphone Support, Business Development, Customer Service.
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Victor Chen
复星旅文集团副总裁/酒店管理公司执行董事-- Vice President Of Fosun Tourism & Culture Group/Executive Director Of Foliday Hotel Co.Ltd.Huangpu District2cnsuning.com, 163.com -
Victor Chen
Shenzhen -
Victor Chen
Shanghai, China -
1gmail.com -
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