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I am a senior financial and governance executive with 7+ years of P&L leadership, specializing in driving operational transformation and strategic investment outcomes across Asia-Pacific. I have built and scaled complex portfolios of family trusts and UHNW clients, while delivering robust governance frameworks that reduce delivery risk and improve regulatory compliance. Fluent in Mandarin and English, with conversational Cantonese, I thrive in cross-cultural settings and excel at turning vision into executable plans—from launching digital platforms to leading capital allocation and M&A due diligence. I am passionate about creating value through disciplined analytics, process automation, and client-centric solutions in wealth management and financial services.…I am a senior financial and governance executive with 7+ years of P&L leadership, specializing in driving operational transformation and strategic investment outcomes across Asia-Pacific. I have built and scaled complex portfolios of family trusts and UHNW clients, while delivering robust governance frameworks that reduce delivery risk and improve regulatory compliance. Fluent in Mandarin and English, with conversational Cantonese, I thrive in cross-cultural settings and excel at turning vision into executable plans—from launching digital platforms to leading capital allocation and M&A due diligence. I am passionate about creating value through disciplined analytics, process automation, and client-centric solutions in wealth management and financial services.

Xichen

Developer, Project Manager, Content Producer, +6

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I am a senior financial and governance executive with 7+ years of P&L leadership, specializing in driving operational transformation and strategic investment outcomes across Asia-Pacific. I have built and scaled complex portfolios of family trusts and UHNW clients, while delivering robust governance frameworks that reduce delivery risk and improve regulatory compliance. Fluent in Mandarin and English, with conversational Cantonese, I thrive in cross-cultural settings and excel at turning vision into executable plans—from launching digital platforms to leading capital allocation and M&A due diligence. I am passionate about creating value through disciplined analytics, process automation, and client-centric solutions in wealth management and financial services.…I am a senior financial and governance executive with 7+ years of P&L leadership, specializing in driving operational transformation and strategic investment outcomes across Asia-Pacific. I have built and scaled complex portfolios of family trusts and UHNW clients, while delivering robust governance frameworks that reduce delivery risk and improve regulatory compliance. Fluent in Mandarin and English, with conversational Cantonese, I thrive in cross-cultural settings and excel at turning vision into executable plans—from launching digital platforms to leading capital allocation and M&A due diligence. I am passionate about creating value through disciplined analytics, process automation, and client-centric solutions in wealth management and financial services.

Available to hire

I am a senior financial and governance executive with 7+ years of P&L leadership, specializing in driving operational transformation and strategic investment outcomes across Asia-Pacific. I have built and scaled complex portfolios of family trusts and UHNW clients, while delivering robust governance frameworks that reduce delivery risk and improve regulatory compliance.

Fluent in Mandarin and English, with conversational Cantonese, I thrive in cross-cultural settings and excel at turning vision into executable plans—from launching digital platforms to leading capital allocation and M&A due diligence. I am passionate about creating value through disciplined analytics, process automation, and client-centric solutions in wealth management and financial services.

Skills

Data Visualization

Experience Level

Data Visualization

Expert

Language

English

Fluent

Work Experience

Trust Manager - Family Office & Wealth Structuring at Minmetals International Trust Co., Ltd.

March 1, 2019 - October 30, 2025

Held full operational accountability for a complex portfolio of 460+ family trust structures, RMB 8+ billion in assets. Instituted advanced governance and risk framework that cut project delivery risk by 30% while ensuring 100% regulatory adherence.

Founder & Chief Executive Officer at Private Jet Leasing Venture

January 1, 2019 - January 1, 2019

Led end-to-end development and launch of a proprietary family office platform, transitioning legacy operations to an agile, data-driven model that boosted operational efficiency. Built scalable processes and engaged UHNW clients.

Auditor at PricewaterhouseCoopers (Hong Kong)

October 31, 2017 - October 31, 2017

Led risk & control infrastructure evaluations and financial reporting process reviews across multi-national banks and asset management firms. Directed 30+ process walkthroughs and control tests, identified deficiencies with potential significant financial impact, and developed remediation plans. Performed due diligence for cross-border M&A transactions valued over HK$15 billion.