US$309.49

Finance Mandarin Coaching for Private Bank Professionals 1-1 Assessment

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19/F, Two International Finance Center

8 Finance Street

Central, Hong Kong

Hong Kong

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Vienne Lee is also the coach for the FINANCE MANDARIN MASTERCLASS

I designed Finance Mandarin Masterclass for learners who want to learn the Chinese leaders inside out, with government and business leaders authentic speech in Mandarin Chinese.

You have approximately 40 hours of material, delivered over a six-week period with a flexible online program structure. Topics include AI, big data, E-commerce, IPO, M&A, corporate finance, asset management, private equity and investment management.

Highlight: https://www.financemandarin.com/masterclass/


CUSTOMIZED FINANCE MANDARIN PRIVATE BANK COURSE DESIGNED FOR:

Investment bank, private bank professionals and senior executives who are required to carry out client meetings with sophisticated investors, hedge fund managers and private equity owners in China.


PRIVATE BANK FINANCE MANDARIN COURSE HIGHLIGHTS

  • Review of key finance terms: KYC, asset allocation and assets classes, hedge funds and private equity

  • Client pitching skills and client portfolio review

  • Overview of China macroeconomics, structure of PRC government and finance regulators


PRIVATE BANK FINANCE MANDARIN BENEFIT ON COMPLETION

  • Greater fluency and accuracy in Business Mandarin language at business and client meetings

  • Master the key communication skills and finance terminologies you need to operate in a PRC business context environment

  • Ability to present complex finance and debt related issues persuasively


PRIVATE BANK BUSINESS MANDARIN COURSE CORE MODULES

  • Lesson 1: Sales Pitching and Know You Client
  • Lesson 2: Account Opening
  • Lesson 3: Asset Allocation and Asset Classes
  • Lesson 4: Client Portfolio Review and Role Play
  • Lesson 5: Hedge Funds
  • Lesson 6: Private Equity
  • Lesson 7: Asset Management, Top 10 Highest Return Funds
  • Lesson 8: Luxury Products Investment and Consumption
  • Lesson 9: Balance Sheet and Asset Allocation Return
  • Lesson 10: Trust, Estate Planning, Credit and Philanthropic Services
  • Lesson 11: Derivatives and Structured Products

  • Lesson 12: Futures and Metals, Property Finance

  • Lesson 13: M&A and LBO

  • Lesson 14: Bond Investment Instruments

  • Lesson 15: Alternative Finance Tools

  • Lesson 16: PRC Central and Local Government Structure and Officials

  • Lesson 17: Review of China Macroeconomics

  • Lesson 18: Debt Capital Markets

  • Lesson 19: Finance Regulators in HK and China

  • Lesson 20: Business Banquet Manners, Cultural Topics and Business Etiquette in China


VIENNE LEE

FOUNDER AND CEO

Vienne Lee has 20 years of experience serving the finance and legal sectors in Hong Kong, Shanghai and Beijing. As the head trainer for top Business Mandarin teachers at Business Mandarin Ltd., she originates and designs comprehensive training to strengthen bankers’ Chinese language foundation, strengthen their understanding of Chinese government policy and regulations, and strengthen their necessary market intelligence. The return on investment becomes a reality as her clients excel on the most complex transactions across financial products.

Finance Industry Issues & Events. Vienne keeps up to date with finance sector issues such as SOE reform and mutual recognition of funds, attending industry conferences and actively publishing her insights and commentary on China issues.

Pioneer in Coaching, China Focus. As founder of Business Mandarin Ltd in 1998, Vienne has pioneered coaching support to C-level executives. Her focus with Finance Mandarin is providing clients with insights and market intelligence on China business leaders in finance, news, companies and government regulators.

Vienne Lee has CFA foundation and Leading Finance from Harvard Business School. Masters in Education, UWA and Phd in Education Candidate from Durham University UK. Teaching Chinese as a foreign Language certificate from Peking University. She has passion in language acquisition via Artififical Intelligence and NLP, AI application in communication in the commercial world. She speaks Mandarin Chinese , German, Japanese, Cantonese and English. Vienne is a daily yogi partitioner for 15 years from 7-8AM. She believes real success is from vision and execute by grit.

Vienne Lee is genuinely passionate about education and life long learning. She wants everyone on the planet to have access to the best sources of knowledge, not just a privileged few. She also is incredibly determined, thoughtful, and has a force of personality that gives her the ability to make real human connections and inspire people to believe in her vision wherever she goes.


CONTACT DETAILS

Please visit www.financemandarin.com or

contact Vienne CC Lee for a consultation timeslot

Email: vip@financemandarin.com

Contact: +852 2895 1088

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Date and Time

Location

19/F, Two International Finance Center

8 Finance Street

Central, Hong Kong

Hong Kong

View Map

Refund Policy

No Refunds

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