Jackey Xie

Team Director at 嘉实财富管理有限公司
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Contact Information
us****@****om
(386) 825-5501
Location
China, CN

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Experience

  • 嘉实财富管理有限公司
    • Investment Management
    • 1 - 100 Employee
    • Team Director
      • May 2017 - Present

      Asset Allocation, Team Management Asset Allocation, Team Management

  • The Bank of East Asia, Limited (BEA)
    • Hong Kong
    • Banking
    • 700 & Above Employee
    • Head of Wealth Management
      • Apr 2014 - Apr 2017

      Heading up Wealth Management Line Heading up Wealth Management Line

  • Ping An Bank Co., Ltd.
    • China
    • Banking
    • 300 - 400 Employee
    • Private Banker
      • Aug 2013 - Mar 2014

      Private Banking Private Banking

  • The Bank of East Asia, Limited (BEA)
    • Hong Kong
    • Banking
    • 700 & Above Employee
    • Senior Relationship Manager
      • Sep 2009 - Jul 2013

      Banking Sales & Service, Customer Relationship Management Banking Sales & Service, Customer Relationship Management

  • Standard Chartered Bank
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Personal Financial Consultant
      • Dec 2007 - Jul 2009

      Banking Sales & Services Banking Sales & Services

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Direct Banking Officer
      • Jul 2007 - Dec 2007

      Tele-sales of Banking Business Tele-sales of Banking Business

Community

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