James is a Group Financial Services Director and a Top of the Table (TOT) qualifier for 3 consecutive years since joining the financial advisory industry in 2023, as he is a strong believer of leading by example. Prior to that, he spent 15 years as a Senior Sales Director at a leading global investment bank, serving central banks, sovereign wealth funds, insurers, and other major institutional investors worldwide. As an outstanding leader, James has built a high-performing team of nearly 40 financial consultants, specializing in wealth planning for high-net-worth Chinese families. He is passionate about developing leaders, multiplying talent, and creating sustainable success through leadership that empowers others.