Phoebe Chen

Phoebe Chen

Phoebe Chen

Chief Executive Officer and Founder | Harmony Q Family Office

Ms. Chen, who used to serve as the president at a Citibank branch, is now taking the roles of Chief Executive Officer and founder of Harmony Q Family Office. Her focus of practice is designing and executing of the top-level structures of Family Assets Preservation & Inheritance. With the professional competence and rich industry experience of hers as well as of the team she’s leading, Ms. Chen provides various customized wealth management consulting and operation services for the clients by integrating domestic and international channels and resources.

Mrs. Chen has 16 years of working experience, of which 12 years was in the management levels at foreign-invested banks, including Standard Chartered Bank, ABN-AMRO Bank and Citibank. During her work at Standard Chartered Bank, Ms. Chen was sent to Hong Kong as a recommended excellent management trainee in 2004, from where she learned advanced wealth management experiences of the west. She is among the first personnel who worked in the wealth management industry in China. Ms. Chen served successively in the positions of financial advisor, financial advising director, vice president and president, and has trained a number of professionals for the banks with her rich knowledge and experience in the industry.