Experience

Taikang Asset Management

• Financial Services
• 100 - 200 Employee

• Senior Institutional Sales (VP)

  • Aug 2015 - Present

  • Responsible for building and maintaining relationship with assigned clients including PSBC, CMB, CEB, HXB and regional banks in Guangdong and Zhejiang Province, and serving customers’ investment needs in domestic and HK fixed income & capital markets.• Provide full coverage of clients’ asset management department and present professional research service, achieve more than 20 billion business cooperation including bond, stock, FOF, QDII and structural products. • Creatively design a special ‘capital pool’ account to fulfill PSBC’s investment behavior and orientation, with amount up to 5 billion and win the product innovation prize.• Promote in-depth cooperation with CMB and CEB, maintain close relationship with all investment teams including FICC, Capital, and Alternative. Nearly 12billion and 3billion products have been sold respectively, including HK stock product and USD bond product.• Develop HXB to strategic partnership of cooperation and become the sole partner of FOF investment. The FOF account initiates from 1 billion. • Explore new business cooperation with regional banks such as Ningbo Bank, Yinzhou Bank, Chouzhou Bank, Dongguan Bank, Guangzhou Rural Bank and etc,. The total product scale has accumulated to 5billion.• Coordinate communication between clients and research team, assist in account monitoring and market analysis in different perspectives including macro environment, value, policy, capital and technology. Show less

• Senior Institutional Sales (VP)

  • Aug 2015 - Present



China Merchants Bank

• China
• Banking
• 700 & Above Employee

• Management Trainee

  • Jul 2013 - Jul 2015

  • Responsible for providing financing tools including loans, bonds, beneficiary certification, gold leasing to Securities such as CITIC, CSC, CICC and etc,. The total funding amount is nearly 30billion, which ranks no.1 in all branches. • Responsible for introducing trust products to retail bank department. • Responsible for providing financing tools including loans, bonds, beneficiary certification, gold leasing to Securities such as CITIC, CSC, CICC and etc,. The total funding amount is nearly 30billion, which ranks no.1 in all branches. • Responsible for introducing trust products to retail bank department.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Management Trainee Internship

  • Jun 2012 - Sep 2012

  • Responsible for implementing Anti Money Laundering (AML) investigation and conducting Customer Acquisition Due Diligence (CADD) report of financial cooperators, especially banks. • Responsible for implementing Anti Money Laundering (AML) investigation and conducting Customer Acquisition Due Diligence (CADD) report of financial cooperators, especially banks.