Monica has over 11 years of extensive experience in the banking and wealth management industry. As one of the first professionals in China to obtain dual certification as an International Financial Planner, she was instrumental in establishing the first Personal Wealth Management Center at the Suzhou branch of China Construction Bank. In that role, she focused on developing, maintaining, and promoting services for ultra-high-net-worth clients, demonstrating exceptional market insight and client service capabilities.
Since joining Enoch Wealth in 2018, Monica has held key management positions across the marketing, operations, and compliance departments, gaining a deep understanding of the company’s full operational workflow. From 2022 to June 2025, she served as the firm’s Chief Compliance Officer (CCO), ensuring that Enoch Wealth consistently maintained high standards in regulatory compliance and internal governance.
As of June 2025, Monica has officially assumed the role of Chief Operating Officer (COO) at Enoch Wealth. In this role, she is fully responsible for the company’s daily operations, including strategy execution, business process optimization, cross-departmental coordination, systems development, and service quality enhancement. She is committed to maximizing operational efficiency, strengthening the client experience, and ensuring a healthy balance between business growth and risk management.