Yunshan Du is a private banking marketing expert

Yunshan Du is a private banking marketing expert

Instructor Profile:

BBA (Hons.) in HRM, Hong Kong Baptist University

l Department of Personal Financial Planning, The Open University of Hong Kong (Prof. Diploma in PFP）

HKSI Practising Certificate (Securities)

l ACMC International Certified Professional Dentons Coach

l CFP Certified International Financial Planner

l DiSC International Certified Trainer

l Facet5 Certified Coach

l Internationally certified NLP Senior Executive

City & Guides certified Senior Professional Trainer in the UK

l China Chamber of Commerce Business Vocational Skills Appraisal and Guidance Center, Enterprise Trainer (Senior)

l People's Republic of China National Vocational Ability Level Certificate (Senior Trainer)

l People's Republic of China National Vocational Ability Level Certificate (Senior Human Resource Management Engineer)

l People's Republic of China National Vocational Ability Level Certificate (Senior Financial Planner)

l Visiting Professor, Shanghai Institute of International Trade and Economics

l Senior Assessment Tutor of National Vocational Ability Assessment Center (Shanghai).

Experience:

Mr. Du has been engaged in the financial industry for more than 20 years, and has served a number of leading international banks, with many years of experience in the management and training of internationally renowned financial institutions. He was the head of wealth management training at the head office of HSBC and Standard Chartered Bank, a leadership training lecturer and a management coach. The cumulative teaching is more than 10,000 hours, the paid coaching is more than 400 hours, and the cumulative number of students is more than 50,000.

Mr. Du previously worked for Credit Suisse, providing professional advisory services for high net worth clients in wealth management and asset inheritance. Later joined CASH Financial (0510. HK), created a wealth management team under the securities company. He was then employed by HSBC (0005. HK) Training & Development Department Asia Pacific Regional Headquarters, touring in many countries in the Asia-Pacific region. In 2008, he was transferred to the Mainland to establish a local wealth management training system and cultivate a team of local wealth management trainers. During this time, her students won the China Financial Planner Competition Championship. In 2013, Mr. Du began to work for Standard Chartered Bank (2888. HK) restructured its wealth management talent development system and provided executive coaching on a full-time basis.

Course Features and Style:

• Good at customizing courses according to the needs of enterprises;

• Through diversified teaching forms, combined with coaching questioning skills, students are encouraged to think independently;

• The lectures are fun and relaxed, and can sort out the theories in Chinese and English, and explain and interpret in an in-depth and simple way, combined with actual cases, so that students can quickly integrate what they have learned;

• Make on-site comments on the demonstration of students' sales skills and management skills, with sharp and measured views, and feedback from past customers and students: Mr. Du's comments are especially important for the improvement of their skills.

Curriculum System:

Service Providers:

• Banks: (Central Bank, State-Owned Bank, Joint-Stock, City Commercial Bank, Rural Commercial Bank)

People's Bank of China – Emotional Intelligence Management and DissC (Induction Training for New Bankers), "Heart" Management "Heart" Communication - Emotional and Stress Management Strategies (Rotation for Division-level Cadres)

ICBC – Financial Product Recommendation and Marketing Skills for High Net Worth Clients, Macroeconomic Analysis and Practical Training on Comprehensive Family Financial Services, Financial Product Recommendation and Service Concept for High Net Worth Customers, Prospective Customer Development and 3-minute Telemarketing Skills (Hefei Branch), High Net Worth Customer Development and Asset Allocation Service Concept (Beijing Private Bank), Investment Behavior Psychology (Shenzhen Private Bank), High Net Worth Customer Marketing and Allocation Skills (Urumqi Branch), Precision Marketing and Operation Management for High Value Stock Customers (Xiamen Branch), Gaoke Investment Psychology (Head Office Private Bank @ Changchun)

Agricultural Bank of China – High Net Worth Customer Financial Solution, Private Banking Market Trends and Business Operations, 4 Elements of Asset Allocation, In-depth Maintenance and Retention of High-end Customers, Consultative Marketing and Asset Allocation, Economic and Financial Development Trends and Personal Wealth Management (Guizhou Customer Salon), 3-minute Telemarketing Skills Improvement (ABC Wuzhong Branch), High Net Worth Customer Marketing Skills Training Camp (Tianjin Branch), High Net Worth Customer Asset Allocation (Head Office), Private Bank Value-added Service System Construction and Management (Head Office), Construction and Management Measures for Private Banking Team (Head Office), Family Trust and Discretionary Business Knowledge Explanation and Case Analysis (Head Office), Channel Construction and Management of Private Banking Business Development (Head Office), High-end Customer Activity Planning of Banks (Jiangbei Branch, Ningbo Branch), Transaction Attack - Investment Psychology and Practical Application of High Net Worth Customers (Zhongshan Branch), Investment Psychology and Practical Application of High Net Worth Customers (Weifang Private Bank)

Bank of China – Asset Allocation and Value Marketing, Asset Allocation, Private Banking Market Trends and High-end Customer Value Marketing, Account Manager Marketing Promotion Class, Domestic and Foreign Private Banking Business Development and Trend Analysis (Changsha), Smart Key Account - Asset Allocation and Family Financial Inheritance (Suzhou), High Net Worth Customer Asset Allocation + Investor Behavior Psychology (Jiangsu)

CCB – CCB Head Office Private Banking Business Capability Enhancement (2015/2016/2017/2018/2019, Phase 11), Set Sail Phase III Super Sales Power, Private Bank Account Manager Investment Psychology, Private Bank Account Manager Sales Training, Private Banking Business Operation Development and Global Wealth Management Practice, High Net Worth Customer Analysis and Asset Allocation Management, Consultative Wealth Management Marketing and Asset Allocation, KYC Capability Enhancement for High Net Worth Clients (Shanghai Private Bank), Wisdom to seize large customers - asset allocation and value marketing (Shenzhen Branch), investment behavior psychology (Weifang), transaction attack (Inner Mongolia private bank), high net worth customer wealth management elements (Fuzhou private bank), high-end customer value marketing (Yunnan private bank), private bank customer management (Shenzhen private bank), kyC and asset allocation strategy for high net worth customers (Henan branch), high net worth customer operation - expanding customers, business and relationship maintenance (Zhejiang branch), high net worth customer marketing strategy (Shanghai branch), Customer Ecosystem Expansion and Circle Management (Shanghai Branch)

Bank of Communications – Economic and Financial Development Trends and Personal Wealth Management, Asset Allocation Strategies and Value Marketing for High Net Worth Clients (Hefei), High-end Customer Marketing Skills and Relationship Management (Guangdong Branch), Art and Personal Influence Enhancement of Cross-departmental Communication (Shanghai Branch), Stakeholder Management and Communication Arts and Personal Influence Enhancement (Shanghai Branch)

China Merchants Bank – Venus Development Compass (Shenzhen) of The Venus Program, New Employee Coaching Skills, Trust Foundation and Market Expansion Marketing for High Net Worth Clients (Xi'an Branch)

Ping An Bank – Consultative Marketing (Xiamen), Talking with High Net Worth Clients on Wealth Offensive and Defensive Strategies (Shanghai Private Bank), Investment Psychology and Practical Application of High Net Worth Clients (Shenzhen Branch)

Everbright Bank – Public-Private Linkage Opportunity Exploration and Cross Marketing, Macroeconomic Market Analysis and Family Financial Demand Planning Salon (Client Salon), Addressing Global Wealth Management and Asset Allocation (Hefei Branch), TransactionAlthothology - Investment Psychology and Practical Application of High Net Worth Clients (Haikou Private Bank), Wealth Protection Succession Planning Advice and Implementation (Tianjin Private Bank)

Societe Generale – Personal & Family Financial Needs Planning, High Net Worth Client Needs Sorting out and Asset Allocation Strategies, Marketing Skills (Shanghai)

China CITIC Bank – High Net Worth Client Marketing and Maintenance, High Net Worth Client Financial Product Recommendation and Service Concept, HNP Client Marketing and Maintenance, Integrated Wealth Management Solutions and Marketing Skills (Suzhou Branch), Asset Allocation (Suzhou Branch), High Net Worth Client Behavior and Psychoanalysis (Head Office Private Bank @ Beijing)

Minsheng Bank – DISC's Customer Personality Analysis, Asset Allocation for High Net Worth Clients (Beijing Branch)

Guangfa Bank – Smart Key Clients - Asset Allocation and Marketing Skills for High Net Worth Clients (Foshan Private Banking Department)

Shanghai Pudong Development Bank – Trading Offensive Techniques - Investment Psychology and Practical Application of High Net Worth Clients (Shanghai Private Bank)

Baoshang Bank – Financial Product Recommendation and Marketing Skills for High Net Worth Clients (Beijing)

Postal Savings Post – Integrated Financial Planning and Marketing Skills (Tianshui Post), Invincible Asset Allocation (Head Office Project @ Shijiazhuang), TransactionAleuvring - Investment Psychology and Practical Application of High Net Worth Clients (Jiangsu Postal)

Postal Savings Bank – Discussion on Private Banking and Wealth Management of The Xiangying Project, Customer Asset Allocation Sales Strategy (Beidaihe)

Bank of Jiangsu – Smart Key Clients - Asset Allocation and Marketing Skills for High Net Worth Clients (Wuxi Branch)

Bank of Ningbo – Private Bank Customer Marketing Practice (Ningbo Head Office)

Huishang Bank – Wealth Management Overview and Asset Allocation Strategy (Hefei), Bank Investment Advisory Approach (Hefei), Wealth Manager Training (Hefei)

Qishang Bank – Practical exercise on asset allocation and wealth management cases under the new situation

Bank of Dongguan – Private Banking and Wealth Management (Dongguan)

Bank of Suzhou – Recruitment Skills and Corporate Culture Building (Suzhou)

Fudian Bank – Value Marketing Tips (Kunming)

Shanghai Rural Commercial Corporation – Financial Advisory Marketing, Asset Allocation Strategies and Marketing Skills for High Net Worth Clients (Pudong Branch), Mid and High End Customer Analysis and Asset Allocation Management (Shanghai)

South China Sea Agribusiness – Smart Key Clients - Investor Behavior Finance

Yuyao Rural Business – High net worth clients customer development and marketing

Bazhong Rural Business – Economic and Financial Development Trends and Personal Wealth Management (Client Salon)

Rural Credit Cooperatives – High-end customer psychoanalysis

• Banks: (Foreign Banks)

J.P. Morgan – Personal and Professional Competency Enhancement Thematic Training Series (Public Briefing, Upward Reporting, Story Guidance, Influence Communication, Stakeholder Management, Negotiation Skills, Conflict Management, Change Management, Stress Management, Emotional Intelligence Management, English Writing, English Mail, etc.) (2017/2018/2019)

Hang Seng Bank – Prospecting and 3-minute telemarketing skills, front-line business promotion and sales management capability improvement, telemarketing skills improvement training, national sales management personnel customized training, management wolf rabbit said, super sales power, financial strategy, CAL sales management ability improvement training, asset allocation and value marketing

Standard Chartered Bank – Wealth Management Curriculum System for Frontline Business Personnel, Leadership Compulsory Courses (Reserve Cadres, Frontline Managers), Excellence In Manager Development Courses (Frontline Managers, Department Managers), Coaching Management (Frontline Managers, Department Managers), Elite 100 Incubation Program (Elite Talents), 2014 Change Management China Head, Communication Skills, Presentation Skills, and more

HSBC – 21-day Induction Training for Frontline Business Personnel; Integrated Business and Wealth Management Enhancement Training; Asia Pacific Wealth Management Enhancement Course; Asset Allocation and Behavioural Finance; Transition Leadership Development Series (Reserve Cadres, Frontline Managers, Department Managers); Leadership Enhancement Series for Managers at All Levels (Reserve Cadres, Frontline Managers, Department Managers); Change Management; Matrix Management; Time and Energy Management; Personal Career Development Talks & Coaching, Project Management; The Art of Knowing People Presentation skills; business etiquette practices; team building customized training programs (such as Be a Thoughtful Leader in finance) and more

Bank of East Asia – Investment Psychology (Head Office Private Bank @ Shanghai)

Credit Suisse – Financial Advisor Marketing Compulsory Course, Drill Reviews, Communication Style Workshop, Business Etiquette

• Other financial services institutions: (brokerages, trusts, insurance, third party wealth management, and other financial institutions)

Huatai Securities – Smart Key Clients - Marketing Skills for Financial Products (Tianjin/Shanghai/Hong Kong/Changzhou/Suzhou/Xi'an/Hangzhou/Zhenjiang/)Asset Allocation and Marketing Skills for High Net Worth Clients (Chongqing/Shenzhen)

Haitong Securities - Trading Attack (Chengdu/Lanzhou/Changsha/Kunming), High Net Worth Client Expansion and Marketing (Wuhan)

Guotai Junan – Wisdom to win key customers - investment consultants Asset allocation and marketing professional ability improvement (Hebei Province rotation training), wisdom to win large customers - high net worth customers investment psychology and customer skills (Shanghai)

GF Securities – Asset Allocation and Marketing Skills for High Net Worth Clients (Guangzhou)

China Merchants Securities – Asset Allocation and Maintenance Skills for High Net Worth Clients (Shenzhen)

Essence Securities – High Net Worth Client Investment Psychology and Topping Marketing (Shenzhen/Jiaxing)

Guosen Securities – Asset Allocation Theory, Operational Process and Case Study (Shenzhen)

Hengtai Securities – Smart Key Clients - High Net Worth Clients Customer Development and Marketing Skills (Hohhot)

Shanghai Securities – High Net Worth Client Behavior Analysis and Customer Tips (Shanghai)

Guohai Securities – High Net Worth Client Customer Sentiment Maintenance and Investment Mindset (Guilin)

Ping An Trust – Financial Product Recommendation and Service Concept for High Net Worth Clients (Beijing)

Warburg Trust – Consultative Marketing & Asset Allocation, Value Marketing Strategies (Shanghai)

Essence Trust – Marketing Tips for High Net Worth Clients (Shanghai)

China Construction Investment Trust – KYC Guide for High Net Worth Clients (Nanjing)

China Chengxin Trust – Trust Product Marketing Skills (Beijing)

Sichuan Trust – Investment Psychology and Wealth Inheritance of High Net Worth Clients (Chongqing)

Yunnan Trust – High Net Worth Client & Marketing (Shanghai)

AIA AIA – Wealth Advisor Value Marketing (Shanghai Bancassurance Channel); Asset Allocation and Risk Management for High Net Worth Clients (Shanghai Agent Business)

Prudential – Trading Tips - Investment Psychology and Practical Application of High Net Worth Clients (Hong Kong)

Huaxia Life – From Rich Thinking to High Net Worth Client Marketing Tips (Beijing)

ICBC AXA – Talking to High Net Worth Clients about Wealth Offensive and Defensive Strategies (Shanghai)

BOCOM Kanglian Life Insurance – High-end Customer Marketing Skills and Relationship Management (Guangdong)

BUPA – The Next Need for High Net Worth Clients – High-end Healthcare (Shanghai/Beijing)

• Colleges and universities and other institutions

National Accounting Institute – High-end Client Psychoanalysis, High Net Worth Customer Service Marketing Topic (Forum Speech)

Zhejiang University EDP – High Net Worth Client Financial Solution

Fudan University Business School – Junior Achievement – Presentation Skills Training

Overseas Training College of Jiaotong University – Talk to high-net-worth clients about wealth offensive and defensive strategies

Shanghai University of Finance and Economics "Wealth Management International Qualification Certification Program - Elite Financial Advisor Business Enhancement Training" – Investment Psychology and Practical Application of High Net Worth Clients (Beijing/Harbin)

Wuhan University – High-end customer marketing skills and relationship management

Zhejiang University of Finance and Economics – Private Banking Trends and Wealth Management and Asset Allocation Solutions

School of Economics, Huazhong University of Science and Technology – Private Banking and Wealth Management

Sun Yat-sen University – Addressing Global Wealth Management and Asset Allocation

Beijing Qingkong Daokou Wealth – Investment Mentality and Asset Allocation of High Net Worth Clients (Beijing), Investment Psychology and Practical Application of High Net Worth Clients (Beijing)

Tsinghua Holdings Bauhinia Education – Financial Asset Allocation and Risk Management for High Net Worth Clients (Beijing)

Chartered Wealth Manager CWM® – Psychology of the Rich and Relationship Management for High Net Worth Clients (Qingdao/Zhengzhou)

New Oriental English – "Cooked Frog" Personal Career Planning Coaching

Suzhou Agricultural College, TOEIT – "Dulala Wants to Be The Year" to achieve your future in the workplace

Volvo Group VOLVO – Emotional Intelligence

Ford Motor FORD – CoachIng Technique