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Head of Wealth Planning, UK
London , 英国
English
Nji为瑞联银行英国分行(UBP UK)财富规划主管。
Nji在财富管理拥有14年经验,负责为瑞联银行英国分行制订与推进财富规划策略,也为英国高级领导团队的成员之一。
Nji为驻英国与国际的客户就节税结构、代际财富转移,以及全球出行迁移提供意见,将复杂的个人与家族目标与长远财务计划整合一致。她专长于定制财富规划结构、跨境考量,以及与可信赖的顾问协作以实现整全型的成果。
Nji获苏格兰爱丁堡大学(University of Edinburgh)授予法律学士学位,并为特许财务规划师。