Responsible for the sales and introduction of funds product, encompassing all asset classes including discretionary, quantitative, CTA, and fixed income.

Led and managed a national investment advisory team of over 180 members, empowering and energizing the team through providing regulatory guarantees, research training, and digital intelligence support. Enhanced personnel competence and investment skills, achieving a significant increase in AUM advisory fees.Established an investment advisory system, overseeing the composition of management rules, building the operational framework, raising the advisory team, and influencing cross-functional teams. Successfully launched front-office business and team within the wealth management line from the ground up.Directed financial product promotions, developing and executing marketing and sales strategies through partnerships with over 250 national branch channels, providing product training and marketing support. Drove substantial AUM and fees revenue growth, achieving double-digit increases.

Established a value-added service platform for a family office by building a comprehensive service system. Introduced 35 professional partners specializing in family trusts, regulatory support, and tax & reporting services. Developed a partnership management plan, enhancing the service system for high-net-worth (HNW) clients.