Experience

CDH Investments

• Hong Kong
• Investment Management
• 100 - 200 Employee

• Director Wealth Management

  • Apr 2017 - Present

  • serving high net worth clients • providing high-quality products, and • recruiting high-quality professionals • serving high net worth clients • providing high-quality products, and • recruiting high-quality professionals



China Merchants Bank

• China
• Banking
• 700 & Above Employee

• Private Banker

  • Nov 2013 - Mar 2017

  1. Responsible in expanding the number of new clients and new assets, increasing the volume of potential clients and potential assets, maintaining the bank’s existing clients’ relationship and decreasing the loss of old clients. 2. Manage an asset volume of 700 Million RMB. Among the clients, there are 5 CEOs of Public Listed Companies and 18 Senior Managers of State-Owned Enterprises 3. Identify clients’ needs for personalized financial products and value-added services, offering them investment proposals based on demands and putting asset allocations into practice; assist leaders in managing the financial consultancy team, setting sales targets of related banking business 4. Creditable macro-economic analysis of judgement ability and rigorous logical capability, focusing constantly on changes and information of global financial market Via long-term learning and researching process, i assisted clients in analyzing financial market objectively, helping them set guiding investment goals and find the asset portfolio which maximized returns at a fixed risk level; investors faced a series of limited economic elements, and what i achieved was selecting the portfolio that best satisfies clients’ target returns, realizing the best strategic asset allocations for clients. Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • Aug 2012 - Oct 2013

  Twice awarded “CitigroupAsia Pacific 1st Place Banker Platinum Prize” for the best new capital contribution in China. • Reviewed and refined financial models and valuation analyses; prepared transaction-related documents and marketing materials • Identified and fulfilled clients’ and investors’ needs; interfaced with them on states of the capital markets and of their industries • Laid the groundwork for senior bankers’ pitches of M&A opportunities & capital solutions; coordinated and contributed to senior bankers’ marketing calls, presentations and onsite meetings with prospective and engaged clients • Developed junior bankers by acting as a coach and through appropriate work stream delegation Show less