Experience

CITIC Securities Company Limited

• China
• Investment Banking
• 700 & Above Employee

• 业务总监

  • May 2018 - Present



PING AN

• China
• Financial Services
• 700 & Above Employee

• Financial Planner

  • Jul 2012 - Jul 2013

  In this period, I worked as a financial planner to prepare financial plans to my clients, including Risk Management, Insurance and Investment Planning. I also played a role as an investment advisor for individual investors as well as corporate customers by using financial products as Life Insurance, Property Insurance, Trust, Private Equity, and Stock Funding. In this period, I worked as a financial planner to prepare financial plans to my clients, including Risk Management, Insurance and Investment Planning. I also played a role as an investment advisor for individual investors as well as corporate customers by using financial products as Life Insurance, Property Insurance, Trust, Private Equity, and Stock Funding.



Sinowel

• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Jul 2010 - Jul 2012

  In this period, I made investment recommendations to my clients in order to maintain and enhance their personal assets by using financial products, such as Trust, PE, Stock Funding, and REITs. During the two years, I have established business relationships with 25 high-net-worth investors, and managed over 50 million RMB investable assets in total. In this period, I made investment recommendations to my clients in order to maintain and enhance their personal assets by using financial products, such as Trust, PE, Stock Funding, and REITs. During the two years, I have established business relationships with 25 high-net-worth investors, and managed over 50 million RMB investable assets in total.



Longfor Properties Co. Ltd

• China
• Real Estate
• 200 - 300 Employee

• Accountant

  • Jul 2007 - Jul 2009

  In this period, I worked as an accountant. The responsibility is to identify the transaction from source document, and enter the transaction information in a journal. I am excellent at using excel and VBA to record daily transactions. In this period, I worked as an accountant. The responsibility is to identify the transaction from source document, and enter the transaction information in a journal. I am excellent at using excel and VBA to record daily transactions.