Yulong will define value and help you discover yours so you can begin tapping into it. By adding value, you not only help clients solve problems, but also develop a greater trust within the client-advisor relationship.
Speaker Bio
After graduating from the University of Cambridge with a degree in mathematics, I joined a Chinese company in Hong Kong where I managed overseas assets of more than 100 million US dollars. I have extensive hands-on experience in risk management for various investment products. In 2018, I joined Prudential where I started providing risk management services to individuals and maintained TOT for two consecutive years.
从剑桥大学数学专业毕业后,我加入了位于中国香港的一家中国公司,负责管理超过 1 亿美元的海外资产。我在各种投资产品的风险管理方面积累了丰富的实践经验。2018 年,我加入了 Prudential,为客户提供个人风险管理服务,并连续两年获得顶尖会员资格。