Marketing Coordinator

• Apr 2020 - Present

Investment Manager

• Jun 2019 - Apr 2020

• Looked into financial markets & banking industry, healthcare, real estate and high tech; • Involved in investment negotiations and post-investment activities. • Looked into financial markets & banking industry, healthcare, real estate and high tech; • Involved in investment negotiations and post-investment activities.

Acting General Manager

• Mar 2019 - Jun 2019

• Presided over the branch; • Built a strong connection with local regulatory authorities; • Maintained efficient relationship and daily contacts with business partners. • Presided over the branch; • Built a strong connection with local regulatory authorities; • Maintained efficient relationship and daily contacts with business partners.

Deputy General Manager of Bancassurance

• Jun 2018 - Jun 2019

• Presided over four key business divisions within Shanghai area;• Led and maintained close cooperation and contact with Agricultural Bank of China and China Merchants Bank's branches and sub-branches in Shanghai area;• Re-designed and developed Shanghai Branch’s SOPs of performance tracking, recruitment and human resource management, goal delivery and payout guidelines of variable bonus;• Within the term of service, the premium income from all banking channels was 25.4 billion in Shanghai area.• Within the term of service, the premiums from CMB was 5.4 billion, which was 450 million per month in average; the premiums from ABC reached a peak of 78 million per month, which has grown 420 per cent. Show less

Chief of Staff

• Sep 2017 - Jun 2018

• Built and maintained a close relationship with local regulatory authorities;• Strengthened branch and sub-branch’s SOPs of internal control, correspondence, workplace, documents, and seal management;• Provided administrative supports to other departments;• Managed key accounts of the branch and sub-branches.

Member of the Leading Group for Corporate Innovation

• Apr 2017 - Jun 2018

• Provided professional advice on risk management, compliance and legal affairs within the leading group;• Supervised innovations and improvements for risk management, compliance and legal-related SOPs;• Presided the Office of Shanghai Branch, Risk Management and Compliance Department, Branding Department, and Archives Department;• Within the term of service, reformed and enacted 7 regulatory frameworks in order to fulfill different needs across the branch and sub-branch, as well as updated more than 50 rules and regulations according to the latest legal requirements. Show less

Head of Risk Management and Compliance

• Feb 2017 - Jun 2018

• Oversaw and reviewed the branch and sub-branch’s risk control, compliance and legal-related issues, and provided legal advices and practicable solutions;• Led and launched C-ROSS tests and practices of Shanghai Branch and its sub-branch;• Practiced legal requirements and regulations from regulatory authorities, and regularly identified and reported information per request;• Within the term of service, Shanghai Branch received neither restrictions nor penalties, maintained in a B level of insurance company ranking in Shanghai, and complaint rate maintained decreased to the lowest among three years. Show less

Risk and Compliance Officer

• Sep 2016 - Feb 2017

• Institution Building (Compliance, Risk Control);• Identified and assessed legal or compliance risks and provide legal advice;• Anti-Money Laundering;• Anti-Illegal Fundraising;• Consolidated and analyze the on-site & off-site regulatory data and statements;• Solvency Aligned Risk Management Requirements and Assessment (SARMRA, under C-ROSS framework) related affairs;• Reputation risk control & consumer protection;• Risk management and internal control;• Provided periodic and on-going advice and training to business teams on the compliance aspects of the implementation of commercial agreements, marketing activities, and product offerings. Show less

Administration Staff

• Sep 2016 - Feb 2017

• External Liaison;• Government Affairs (Official Correspondence, Meetings & Regular Communication);• Internal Correspondence & Seal Management;• Budget;• Management of Fixed Assets & Files;• Workplace Preparation for Sub-Branch.

Account Manager of CMB Channel

• Jul 2016 - Jan 2017

• Maintained and expanded marketing channel of CMB;• Provided professional advice on products for clients;• Provided solution in case of any problems occurred.

Member of Self-Regulatory Team, Life Insurance Committee

• May 2017 - Jun 2018

Part-time duty, on behalf of Anbang Life Insurance in Shanghai. • Oversight of self-inspection within the company; • Oversight of assigned inspection-related affairs. Part-time duty, on behalf of Anbang Life Insurance in Shanghai. • Oversight of self-inspection within the company; • Oversight of assigned inspection-related affairs.