Deputy General Manager, Family Wealth Management, Wealth Management Department | China International Capital Corporation Limited(CICC)
Ms. Leslie Liu has 20 years of working experience in high-end wealth management and family office services in Mainland China, Hong Kong and Taiwan. She joined CICC in 2016 as Deputy General Manager of Family Wealth Management in the Wealth Management Department to provide planning services such as global assets allocation, asset protection and wealth inheritance for ultra-high-net-worth individuals and families. Before that she had been in such roles as Director of Family Wealth Management with Noah Holdings Limited, Senior Consultant of Asset Management with Dentons Law Offices. Also, she once held positions with Internationale Nederlanden Group, E-Portfolio Asset Management (HK) Ltd. and other international organizations.
As a family wealth planner, Ms. Liu obtained a certificate for family business inheritance issued by the Wharton School of the University of Pennsylvania in 2014. She holds a Master’s Degree in Finance from Jinan University and a Bachelor’s Degree in Economics from National Chung Hsing University in Taiwan. Now she is a holder of the CFP certificate and a certified trainer accredited by Certified Private Banker program (CPB).