Julius He, CFA, CFP, is the Head of Wealth Sales with over 20 years of experience in the financial industry, specializing in Wealth Management. Prior roles include General Manager of the Beijing branch at HSBC Life Insurance Company Limited, where they successfully rebuilt team morale and doubled business performance. Julius also served in various capacities at HSBC and Citibank, contributing to significant project launches and sales strategies. They hold a Bachelor's degree in Aircraft Manufacturing Engineering from Beihang University and a Master of Business Administration from The University of Queensland.
Location
Beijing, China
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