The 50 top were selected by editors based on (1) an online sign-up and financial knowledge test, (2) the number of customers each has, (3) the amount of assets under management, (4) sales of financial products, (5) a resume background check, (6) in-person interviews with judges and (7) regional face-offs among top candidates. More than 1,600 planners and 11 judges participated nationwide.
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
Best Warren Buffett Companies To Buy For 2015
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
No comments:
Post a Comment