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Women Add To Their Lead On Forbes China's New List Of 50 Top Financial Planners

Women Add To Their Lead On Forbes China's New List Of 50 Top Financial Planners

Jan 9 2014, 5:59am CST | by

China’s financial advisory business has boomed with the country’s economy in the past several years. To try to help readers sift separate the wheat from the chaff, Forbes China – the licensed...

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37 weeks ago

Women Add To Their Lead On Forbes China's New List Of 50 Top Financial Planners

Jan 9 2014, 5:59am CST | by

China’s financial advisory business has boomed with the country’s economy in the past several years. To try to help readers sift separate the wheat from the chaff, Forbes China – the licensed Chinese-language edition of Forbes – annually compiles a list of the mainland’s top 50 financial planners. Its 2013 report was published online yesterday.

Women added to their majority on the new list, taking up 31 spots, compared with 28 last year. Their success, according to Forbes China managing editor Bridge Kang, comes in part from a convention in Chinese households that “men earn the money and women manage it.” That in turn helps female professional financial planners and advisers build good relationships among industry executives and customers, Kang said.

Other notable trends this year include a diversification of assets under management to include more international investments and a wider variety of domestic investments, Kang said. Compared with last year, customers are also interested in longer-term wealth planning and services and information ties to the Internet, Kang said.

The average amount of funds managed or controlled by each listee is 650 million yuan, or $108 million.  Fourteen financial institutions are represented in the final list. Guangdong Province led the way among regions with nine listees. The names are presented in alphabetical order and are not a ranking.  

1. Grace Chen, Assistant President, ICBC, Private Banking (Jiangxi) Center

2. Chen Juan, Relationship Manager, China Merchants Bank, Private Banking Center 

3. Chen Kan, Team Manager, CreditEase Wealth Management (Beijing)

4. Chen Yun, Senior Account Manager, ICBC, Private Banking Center (Shanghai, Gubei district)

5. Bright Cheng, Senior Wealth Manager, China Merchants Bank, Private Banking (Dalian) Center

 6. Cheng Xixi, Senior Manager, China Merchants Bank, Diamond Wealth Management Center (Xian)

 7. Betty Ge, Customer Manager, ICBC, Jiangxi Branch

 8. Guo Xin, Wealth Consultant, China Citic Bank, Hangzhou Branch, VIP Wealth Management Center

 9. Guo Yi, Branch Manager, ICBC, Chengdong Hangzhou District Branch

 10. He Bin, Cluster Manager, CreditEase Wealth Management (Beijing)

 11. He Bing, Senior Manager, China Merchants Bank, Private Banking (Guangzhou) Center

 12. Huang Xin, Senior Manager, China Merchants Bank, Private Banking (Xian) Center

 13. Ji Chenxia, Senior Manager, Postal Savings Bank of China, Nanjing Branch

 14. Lei Lei, Wealth Advisor, Agricultural Bank of China, Sichuan Branch, Private Banking Department

 15. Li Hua, Senior Wealth Advisor, Agricultural Bank of China, Hebei Branch

 16. Li Runmei, Financial Manager, Huaxia Bank, Jinan Branch

 17. Li Ting, Senior Manager, China Merchants Bank, Private Banking (Guangzhou) Center

 18. Li Wei, Wealth Advisor, Agricultural Bank of China, Jiangsu Branch, Private Banking Department

 19. Li Xiaokui, Senior Manager, China Merchants Bank, Private Banking (Qingdao)Center

 20. Li Yangqi, Wealth Advisor, Agricultural Bank of China, Sichuan Branch, Private Banking Department

 21. Liang Yongbo, Senior Financial Manager, China Citic Bank, Wuhan Branch

 22. Nancy Liu, Senior Customer Relationship Manager, Citibank China, Beijing Asian Games Village Branch

 23. Jean Liu, Business Manager, Bank of East Asia, Shanghai

 24. Lu Xiaodong, Private Banking Manager, China Merchants Bank, Hefei Branch

 25. Oscar Ma, Financial Manager, China Minsheng Banking

 26. Millie Mei, Business Insurance Specialist, Standard Chartered Bank (China), Chengdu Branch

 27. Ni Liang, Branch Manager, Agricultural Bank of China, Hangzhou Puyan Sub-Branch

 28. Pan Ke, Investment Advisor, Standard Chartered Bank(China), Wealth Management

 29. Eva Qiao, International Financial Planner, China Citic Bank, Guangzhou Shuangta Sub-Branch

 30. Ren Chen, Deputy Branch Manager, Agricultural Bank of China, Guangxi Branch

 31. Ren Shuo, Senior Manager, China Merchants Bank, Private Banking(Beijing Beichen)Center

 32. Sally Song, Investment Advisor, ICBC, Foshan Nanhai Wealth Management

 33. Song Shana, Senior Relationship Manager, China Merchants Bank, Private Banking(Shenzhen Shekou)Center

 34. Wan Ze, Asset Consultant, China Citic Bank, Shenzhen Branch

 35. Maggie Wang, CFP, ICBC

 36. Hermit Wang, Financial Manager, China Merchants Bank, Wuhan Branch

 37. Wang Ruo, Financial Manager, ICBC, Dalian Branch

 38. Wang Shu, Financial Manager, ICBC, Zhongshan Central Branch

 39. Sunny Wang, Senior Economist, Agricultural Bank of China, Shandong Branch

 40. Wen Chuan, Customer Manager, Bank of Communications, Shenzhen Zhenhua Sub-Branch

 41. Xie Cunjun, Customer Manager, Agricultural Bank of China, Shanghai Hongkou Sub-Branch

42. Yan Wei, Customer Manager, China Merchants Bank, Kunming Branch

43. Zhang Li, Vice Manager, ICBC, Sichuan Branch

44. Zhang Ling, Vice Manager, Agricultural Bank of China, Gansu Branch

45. Zhang Shanshan, Financial Manager, China Merchants Bank, Wuhan Branch

46. Ken Zhang, Deputy Manager, CreditEase Wealth Management (Beijing)

47. Zhang Xuan, Financial Manager, China Merchants Bank, Wangjing Xiyuan Sub-Branch, Wealth Management Center

48. Stella Zhao, District Investment Manager, Standard Chartered Bank(China), Wealth Management

49. Danis Zhong, Financial Manager, China Guangfa Bank, Guangzhou Branch, Private Banking Center

50. Max Zhu, Investment Advisor, Standard Chartered Bank(China), Wealth Management

– with Cherish Xiong, Yu Lu and Mao Yanjie

– Follow me on Twitter @rflannerychina

Source: Forbes Business

 
Update
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