Yieying Tan
Executive Director@ Tricor Group
Hong Kong
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Yieying Tan is a highly experienced professional with over 28 years of work experience in the financial services industry. Based in Hong Kong, Yieying has a strong background in client advisory, risk management, and business development. With expertise in international tax, estate and succession planning, and corporate and fiduciary structuri, Yieying has held various leadership positions in renowned organizations such as Tricor Group, RBC Wealth Management, and Citi. Fluent in English, Mandarin, Cantonese, and Indonesian, Yieying is a highly skilled professional in the field.
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Skills & Insights
Colleagues

Emails and Phone Numbers

@vistra.com
@citi.com
@hk.tricorglobal.com
@jp.tricorglobal.com
+852 298018****
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About

More than 10 years international working experience in the financial services industry, specialising in advising family of wealth and enterprising family in legacy and succession planning. Skilled in Client Advisory and Management, Risk Managment, Business Development, Project Management, External Audit, Leadership Development, Financial Accounting Extensive practical experience in International Tax, Estate and Succession planning, Corporate and Fiduciary Structure. Fluent in English, Mandarin, Cantonese; Novice in Indonesian

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Work Experience

15/F, International Trade Tower, Kowloon, Hong Kong, 000000, HK

Financial Services

1816
Phone
+852 29801888
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Yieying Tan's Professional Milestones

  • Director In Business Development (2015-07-01~2018-01-01): Driving business growth by strategically aligning ventures and leveraging market insights to meet company objectives.
  • Wealth Planne (2018-11-01~2019-09-01): Successfully managed the financial planning process, accurately predicting client assets and ensuring financial stability.
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