• Establish Family Office Business Model and design each business line  Develop Business Partnership with global banks, trust, treasure management, insurance, tax agencies and law agencies. Set up family office team and serve the whole country sales forces and train the team members to become a processional team  Establish and develop above line and below the line, domestic and overseas insurance businesses and keep high effective business relationship with business partners… Show more • Establish Family Office Business Model and design each business line  Develop Business Partnership with global banks, trust, treasure management, insurance, tax agencies and law agencies. Set up family office team and serve the whole country sales forces and train the team members to become a processional team  Establish and develop above line and below the line, domestic and overseas insurance businesses and keep high effective business relationship with business partners Develop the insurance businesses from ZERO to ONE and achieve RMB1.28M within 3 months. Actively improve self-skills and competency to study Global Family Office Wealth Management with global top families in Walton University US Show less

Sales and Marketing on Credit Card, Mortgage, Insurance and Auto Finance