Experience

中信建投证券股份有限公司

• China
• Investment Banking
• 1 - 100 Employee

• 副总裁

  • Mar 2017 - Present

  固收投资经理 固收投资经理



China Construction Bank (Asia)

• Hong Kong
• Banking
• 700 & Above Employee

• Assistant Account Manager

  • Jan 2014 - Jul 2014

  1. Received training on personal banking products, internal compliance policies and sales techniques 2. Assisted account manager in assessing individual financial status and developing strategic financial planning solutions 3. Expanded customer database by approaching potential customers at business activities and making cold calls 1. Received training on personal banking products, internal compliance policies and sales techniques 2. Assisted account manager in assessing individual financial status and developing strategic financial planning solutions 3. Expanded customer database by approaching potential customers at business activities and making cold calls