Experience

普益财富 PUYI INC.

• China
• Investment Management
• 1 - 100 Employee

• Financial Product Manager

  • Jul 2020 - Present

  1. Conduct market research about mutual funds and private funds and select appropriate financial products to be sold. 2. Present online and offline roadshows to introduce the financial products blueprint and details of any particular product. 3. Attend business conference with clients to help the front line to close deals. 1. Conduct market research about mutual funds and private funds and select appropriate financial products to be sold. 2. Present online and offline roadshows to introduce the financial products blueprint and details of any particular product. 3. Attend business conference with clients to help the front line to close deals.



Hoomsun Wealth Management

• Shenzhen, Guangdong, China

• Investment Consultant

  • Jun 2018 - Oct 2019

  Support sales to communicate with clients and deal with any related questions. Host roadshows and open day to convey latest financial services and investment progresses to clients. Assist internal trainings for new recruitement staffs to enhance their skills. Update market issues during morning briefings. Support sales to communicate with clients and deal with any related questions. Host roadshows and open day to convey latest financial services and investment progresses to clients. Assist internal trainings for new recruitement staffs to enhance their skills. Update market issues during morning briefings.



CreditEase

• China
• Financial Services
• 300 - 400 Employee

• Financial Planner

  • Nov 2015 - May 2018

  Provide various financial planning services for High Net Wealth clients and institutional clients. Maintain relationship with current clients and develop new clients by all means. Provide various financial planning services for High Net Wealth clients and institutional clients. Maintain relationship with current clients and develop new clients by all means.



Aeon Credit Service (HongKong)

• Shenzhen, Guangdong, China

• Business Development Officer

  • Jul 2013 - Aug 2015

  My career begins at Aeon Creidt Service as a global management trainee. Maintain relationship and explore new business opportunities with commercial banks and microloan companies. Independently develop institutional clients such as Auto Finance and P2P companies. My career begins at Aeon Creidt Service as a global management trainee. Maintain relationship and explore new business opportunities with commercial banks and microloan companies. Independently develop institutional clients such as Auto Finance and P2P companies.