360° Coverage : Women Add To Their Lead On Forbes China's New List Of 50...

2 Updates
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...

Filed under: news

 
 
 

36 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
2

2 weeks ago

Khazanah throws MAS RM6b lifeline

Aug 29 2014 5:01pm CDT | Source: Business Times Singapore

August 30, 2014 1:15 AMKHAZANAH Nasional will inject RM6 billion (SS$2.4 billion) over three years to resuscitate loss-making Malaysia Airlines (MAS) under a recovery plan that includes even an Act of Parliament. Other key moves are migrating its operations, assets and liabilities to a new company (NewCo) and slashing the workforce ...
Source: Business Times Singapore   Full article at: Business Times Singapore
 

 
Update
1

2 weeks ago

MAS posts loss of RM307m for Q2

Aug 28 2014 5:00pm CDT | Source: Business Times Singapore

August 29, 2014 1:13 AMMALAYSIA Airlines (MAS) registered a loss of RM307 million (S$122 million) for the second quarter to end-June, but warned of worse to come in the second half when the "full financial impact of the double tragedies of MH370 and MH17" hi ...
Source: Business Times Singapore   Full article at: Business Times Singapore
 

 

Don't miss ...

 

<a href="/latest_stories/all/all/30" rel="author">Forbes</a>
Forbes is among the most trusted resources for the world's business and investment leaders, providing them the uncompromising commentary, concise analysis, relevant tools and real-time reporting they need to succeed at work, profit from investing and have fun with the rewards of winning.

 

blog comments powered by Disqus

Latest stories

Russia seeks to keep out foreigners from media business
Moscow, Sep 18 (IANS) Russia will soon introduce a bill in parliament to restrict foreign ownership in Russian media, a media report said Thursday.
 
 
France to help set up hospital in Guinea to fight Ebola
Paris, Sep 18 (IANS) French President Francois Hollande Thursday said his country would help set up a military hospital in Guinea to assist in the fight against the deadly Ebola virus in west Africa.
 
 
No plans to punish West with retaliatory sanctions: Putin
Moscow, Sep 18 (IANS/ITAR -TASS) Russia will not pressure the West with sanctions but will pursue its own interests, President Vladimir Putin said Thursday.
 
 
Pakistan aiming over 6 percent economic rise
Islamabad, Sep 18 (IANS) Pakistan is eyeing an economic growth rate of 6 percent by 2017-18 as it is believed the country's geo-political and strategic location can open up new vistas to make it a trade hub, a Pakistan minister said Thursday.
 
 
 

Latest from the Network

Kendall Jenner 'bullied' at NYFW
Kendall Jenner was allegedly ''bullied'' by fellow models at New York Fashion Week. The 18-year-old star was reportedly targeted by other runway professionals at the glamorous event last week as they were jealous of...
Read more on Celebrity Balla
 
Chris Brown will always remain friends with Rihann
Chris Brown believes he'll always remain ''great'' friends with Rihanna. The 25-year-old singer was sentenced to six months community service and placed on probation for five years for assaulting his former girlfriend...
Read more on Celebrity Balla
 
Russia, Serbia are brotherly nations: Serbian president
Belgrade, Sep 19 (IANS) Brotherhood of Serbian and Russian nations is sealed by joint fight for freedom in the First World War, Serbian President Tomislav Nikolic said Thursday, Xinhua reported. He said it while...
Read more on Politics Balla
 
France ready to launch air strikes in Iraq: Hollande
Paris, Sep 18 (IANS) French President Francois Hollande Thursday said his country was ready to launch air strikes against the Islamic State (IS) militant group in Iraq "soon". He, however, ruled out any plan to deploy...
Read more on Politics Balla
 
Russia seeks to keep out foreigners from media business
Moscow, Sep 18 (IANS) Russia will soon introduce a bill in parliament to restrict foreign ownership in Russian media, a media report said Thursday. The bill seeks to put a 20-percent ceiling on any foreign stake in...
Read more on Ad Balla
 
Stalked by ex-boyfriend Indian-origin woman falls to death
London, Sep 18 (IANS) A Indian-origin woman in Britain died after falling from a motorway bridge following weeks of harassment by her stalker ex-boyfriend and seeing him on a night out, an inquest was told Thursday....
Read more on Politics Balla
 
France to help set up hospital in Guinea to fight Ebola
Paris, Sep 18 (IANS) French President Francois Hollande Thursday said his country would help set up a military hospital in Guinea to assist in the fight against the deadly Ebola virus in west Africa. Hollande...
Read more on Business Balla
 
IS releases video of British hostage
London, Sep 18 (IANS) The Islamic State (IS) has released a video of a British hostage delivering a propaganda message on behalf of the militant group, a media report said Thursday. In the video titled "Lend Me Your...
Read more on Politics Balla
 
New iPads and OS X Yosemite Reportedly Releasing in October 2014
Apple might be not done yet to reveal new products, as a report claims that the Cupertino company is very likely to release new products in the next month.The news has been published by Apple Insider, stating about the...
Read more on Apple Balla
 
Jony Ive Talks about the Designing Difficulties of the Apple Watch
Designing the Apple Watch was not an easy task, as Jony Ive, the design head of the Cupertino company, states that it is one of the hardest assignments in his career.When asked about the particular task, Ive replied, “...
Read more on Apple Balla