Wang Yilin (Wealth Manager)

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This article was created by“tang” .
Wang Yilin, born in 1987 in Enshi, Hubei, graduated from South China University of Technology with a degree in Law and is currently pursuing an MBA at Peking University. She is a CHFP National Level...

Profile

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Wang Yilin, born in 1987 in Enshi, Hubei, graduated from South China University of Technology with a degree in Law and is currently pursuing an MBA at Peking University. She is a CHFP National Level 2 Financial Planner, an RFP Registered Financial Planner (USA), an ACI Registered International Level 1 Nutritionist, a Ping An Star Outstanding Mentor, a corporate training instructor, a gold medal host for large-scale events, a co-dean of LADYBOSS, a partner of the LIUSONIY clothing brand, and a contracted training instructor for multiple companies.

Wang Yilin (Wealth Manager)

Basic Information

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Chinese Name: Wang Yilin

Original Name: Wang Youju

Alma Mater: South China University of Technology

Profession: Wealth Manager, Financial Planner

Position: Founder of Dream Family Wealth Management Studio

Senior Business Director at Ping An, Director of Ping An Comprehensive Financial Clients

Work Experience

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2012-2013: Insurance Agent

2014-2015: Supervisor, established the Dream Family Wealth Management Office.

2015-2016: Senior Supervisor

2016-2017: Senior Director

2018-Present: Senior Client Manager, Team Founder, Mentor

2022: Established Yilin Dream Family Enterprise Consulting Management Co., Ltd.

Team Mission

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To build foundational life accounts for 30 million clients and create limitless potential accounts for 3,000 partners.

Team Vision

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To become China’s top family wealth risk management team.

Values

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Respect teachers and value principles, help others to succeed; integrate knowledge and action, fulfill the mission.

Personal Motto

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Guided by a sense of contribution, you are both happy and free.

Appear in everyone’s life like a gift.

Wang Yilin (Wealth Manager)

Wang Yilin (Wealth Manager)

Wang Yilin (Wealth Manager)

Major Achievements

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MDRT (Million Dollar Round Table) Member, USA

IDA (International Dragon Award) Recipient

IQA (International Quality Award) Recipient

Member of Ping An Private Bank Heritage Club

Tsinghua Leading Enterprise Best Contribution Award

2016: Reserve Team Member of the South China University of Technology for the 14th "Lilu Cup" National Mock Trial Competition

Wang Yilin (Wealth Manager)

原创文章,作者:tang,如若转载,请注明出处:https://vibaike.com/en/wang-yilin/

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词条目录
  1. Profile
  2. Basic Information
  3. Work Experience
  4. Team Mission
  5. Team Vision
  6. Values
  7. Personal Motto
  8. Major Achievements

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