Experience

The SILC Group

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Associate

  • Jul 2019 - Present

  The SILC Group was established in 2011, and with our Australian Financial Services Licence and flexibility of our platform, we work closely with our strategic partners to formulate mandates and/or to identify opportunities specific to their objectives/requirements. We also support our clients in establishing Funds where we act as Licensor, Trustee, Custodian and Fund Administrator, as well as capital raising activities. Besides that, we provide commercial loan services and with our own credit fund and property development fund , we are able to assist our sponsors better in a more efficient way and provide broad investment choices for our wholesale (wholesale private, commercial and institutional clients) and sophisticated clients. My role at The SILC Group has a particular focus on the Chinese market. My main activities include transaction services support on corporate advisory transactions, as well as developing and fostering relationships with key Chinese partners and clients for ventures and investments into businesses, vendors, projects and assets globally.



Shenwan Hongyuan Securities Co., Ltd.

• Capital Markets
• 200 - 300 Employee

• Business Manager

  • 2009 - 2018

  I provided strategic oversight of operational and financial functions; conducted due diligence checks and analysis on the consolidation of pre-IPO companies’ detailed information along with Issuing Bonds, Stocks, and National Equities Exchange & Quotations (China New Three Board) listing. I led daily direction of 5+ direct reports; ensured consistency in all standard operating procedures (SOPs) in regards to IPO projects and reporting. Successfully developed processes and procedures to implement the clients’ strategy through identification of opportunities; measured, monitored performance to ensure future developments and growth aligned with the corporate vision.The following are highlights of value I brought to the organisation: Facilitated research to understand the business sector/industry drawing from public news, government reports, and business reports to develop conclusions and anticipate industry’s future performance. Implemented methodologies for determining appropriate terms, conditions, and transactional structuring and provided pre-IPO tutoring in respond to CSRE and NEEQ enquiries. Provided financial modelling, analysis, and strategies for multiple projects and delivered recommendations on diverse areas of the organisation; utilised experience in financial markets, business operations, corporate finance, risk control, and internal controls. Successfully completed 2 IPO applications, 4 companies listing on NEEQ, and 2 targeted placements for a listed company.



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Credit Card Specialist

  • 2008 - 2009

  I was positioned to provide skilled consultancy to customers on enquiries related to credit cards and banking information. Facilitated day-to-day operations, supported fiscal strategy and financial reporting and oversaw regulatory compliance. I provided diverse training in multiple projects such as Saving Account, Debit Cards, and Debit Master Cards; handled all escalated customer calls with focus on delivering highest levels of customer satisfaction.The following are highlights of the value I brought to the position: Performed additional duties and special projects as needed which included appointment as Assistant Team Leader (ATL); built and led a team with responsibility to deliver a world-class call centre environment. Developed and managed business relationships by demonstrating thorough knowledge of products and competitor products to educate key decision makers and assist in closing sales.  Conducted diverse administrative processes which included monitoring team performance, daily report with distribution, call monitoring, and provided on-going training, and instilled methods for exceptional customer service.



Telstra

• Australia
• Telecommunications
• 700 & Above Employee

• Retail Sales Officer

  • 2007 - 2008

  I held responsibility for the development of processes that engaged customers, ensured highest levels of satisfaction, identified customer needs and strengthened customer retention through expert knowledge and presentation of products and services available. Utilised experience and skilled communication to generate sales, increased revenue goals and exceeded daily metrics and goals.The following are highlights of value I brought to the position: Established procedures that simplified activities to ensure accurate information, ensured all issues were resolved and in compliant with standard operating procedures (SOPs) and aligned with corporate objectives. Consulted with customers to ensure requirements were clearly defined with focus on leveraging new opportunities to achieve increases in operational objectives.



Eastern American Steel Structure Manufacturing Co. Ltd

• Property Management Officer

  • 2006 - 2006

  Provided daily expertise and consultancy on the development of strategies that improved performances; utilised broad scope of industry knowledge to manage portfolio and identify investment opportunities. Achieved outstanding success through the design and delivery of objective goals, strategy, and measurement of Key Performance Indicators (KPIs); developed strategic marketing initiatives to advance sales to potential customers.The following are highlights of value I brought to the organisation: Substantially improved business strategy by evaluating market trends and competitor activity; moved opportunities in to prospective investments. Worked in collaboration with the organisations appointment consultancy agent (DTZ) and customer (MapleTree Logistics Trust to develop strategies in acquiring commercial properties.