Over 15 years of experience in the financial industry, specialising in loan solutions, compliance consulting, and project financing, with roles at institutions like China Merchant
Holds a Ph.D. in Finance and is a certified accountant and financial advisor, blending academic and practical expertise.
As a senior advisor at Oceantide Wealth since 2017, Wen has shown exceptional business acumen and leadership, greatly contributing to the firm’s success.
With over 15 years of expertise in the financial industry, I specialise in delivering tailored loan solutions, providing comprehensive compliance consulting, and orchestrating strategic project financing services.
My career spans pivotal roles at esteemed institutions such as China Merchants Bank in Beijing and the University of Sussex, where I honed my skills. I leveraging my Ph.D. in Finance and certifications as a qualified accountant and financial advisor.
Since joining Oceantide Wealth in 2017, I have consistently showcased exceptional business acumen and leadership, playing a crucial role in the firm’s ongoing success. My commitment to excellence drives me to deliver unparalleled financial solutions and strategic insights to our valued clients.
View Dr. Jie's Reviews
Dr. Jie hasn't posted any reviews yet!
View Dr. Jie's Updates
Dr. Jie hasn't posted any updates yet!
Contact Dr. Jie:
Ocean Tide Wealth Limited
is is an Appointed Representative of Connect IFA Ltd 441505 which is Authorised and Regulated by the Financial Conduct Authority.