陈文静小姐现任富饶家办助理副总裁，专注于为客户提供量身定制的财富管理策略，助力家族资产的长远规划与传承。
陈小姐毕业于香港树仁大学，并于2019年开展金融职业生涯，专攻按揭方案、保险规划及个人贷款领域，致力于为客户制定精准的财务方案。凭藉卓越的服务态度与专业能力，她从金融服务顾问晋升为当时交通银行（香港）最年轻的客户服务经理，展现出非凡的领导潜力与行业洞察力。
在财富管理领域的三年间，陈小姐始终将客户需求置于首位，透过积极倾听、迅速应对与清晰指导，确保每位客户获得高效、贴心的服务。其专业表现屡获殊荣，包括：
陈小姐深谙新生代家族办公室客户更重视深度参与与个人化体验，她善用专业财务知识与卓越沟通技巧，为家族打造以成果为导向的财富规划体验，确保资产管理符合家族的长远愿景。
除获业界肯定外，陈小姐亦热衷公益，担任生命传爱大使，积极推动透过保单捐赠支持香港社群发展，帮助弱势群体构建更美好的未来。她的努力展现了以财务专业回馈社会的初心，亦体现了她对可持续公益影响的承诺。
Jamie Chan joined WealthAxis Family Office as Assistant Vice President. A 2019 graduate of Hong Kong Shue Yan University, Jamie launched her financial career in banking industry, specializing in mortgage solutions, insurance planning & personal loans, tailoring financial strategies to meet clients needs. Recognized for her outstanding services, positive attitude and dedication, she was promoted from Financial Services Consultant to the become the youngest Customer Services Manager in BOCOM (HK) prior to her joining in 2022.
MDuring her three years in financial and wealth management advisory, Jamie consistently prioritized client satisfaction by actively listening to their needs, resolving issues promptly, and delivering clear, concise guidance. Jamie has been honored with multiple prestigious awards, including :
Understanding that next-generation family office clients who will value engagement over convenience, Jamie sets her career goal to leverage her financial expertise and positive dynamics to create collaborative, outcome-focused wealth planning experiences for families.
Apart from her professional achievements, Jamie is recognized as a LifeCare Ambassador for her dedicated volunteer work in promoting charitable donations of life insurance policies to benefit Hong Kong communities. This initiative reflects her commitment to creating meaningful social impact that benefits less privileged people in a better future.
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