Relationship Manager

• Dec 2022 - Present

Research Assistant

• Jan 2022 - Sep 2022

Sino-German Center at Finance and Economics• Coordinating international executive-level roundtable webinars with the Co-Chairman of SGC• Assisting the published research which is sponsored by GIZ (Deutsche Gesellschaft für Internationale Zusammenarbeit) and focusing on the topic- China’s Economic Sustainable Growth Sino-German Center at Finance and Economics• Coordinating international executive-level roundtable webinars with the Co-Chairman of SGC• Assisting the published research which is sponsored by GIZ (Deutsche Gesellschaft für Internationale Zusammenarbeit) and focusing on the topic- China’s Economic Sustainable Growth

Research Analyst

• Oct 2021 - Sep 2022

Benchmarking with MSCI ESG methodology and rating analysis Benchmarking with MSCI ESG methodology and rating analysis

Project Manager(RPA)

• Sep 2020 - Sep 2021

Worked Project-Robotics Process Automation(RPA), under regional Relationship and Transaction Management(RTM) • Consolidated sustainable developing strategy of Automation, Transformation, Sustainability to heighten efficiency and digitalization of banking • Built APAC development capabilities for RPA• Analyzed country workflows and evaluated RPA potential of possibilities• Coordinated teamwork with the regional product, IT, DB branch colleagues to construct domestic KOP(Key Operation Procedures)#fintech #robotics #greenfinance #sustainablefinance #sustainability #esg #csr #agileteam

Implementation and Services Analyst

• Nov 2017 - Sep 2021

Provided implementation and services to corporate customers in the Global Transaction Business(GTB) Division• Managed corporate cash accounts, including account opening, Know Your Customer(KYC) onboarding required documentation checking• Operated customer's hotline and resolved urgent issues or requests by working closely with clients and related parties• Maintained records and analyzed data of customers for annual service review purposes in the Customer Implementation system(CIS) and Customer Service system(CSS)• Executed e-banking product implementation and administrative supports, e.g. the „Autobahn“ platform including Cash Manager, User Manager, Digital Service Manager, Financial Service Administrator, etc.• Accomplished APAC regional project: Security token migration and digitalization 2FA enhancement (600+ individual users successfully upgraded banking transaction service)#clientservice #digitalization #onlinebanking #crm #sustainablebusiness #dataanalysis

Senior Marketing Consultant

• Jul 2014 - Jul 2017

Conducted private wealth management at the sales-side of the Marketing Department.• Explained the portfolio of the asset allocation within financial and insurance products to personal clients. • Provided the consulting services of the financial plans, social insurance, and risk management. • Assisted with the insurance claims, contracts amendment, account fees, and premiums work. • Coordinated the presentation of product launching and selling campaigns for market exploitation and to reach the sale goals(KPI) every month.• Contacted clients regularly for maintaining long-term relationships with clients and managing the cases by tracking the procedures of projects.#businessdevelopment #businessstrategy