Experience

Bank of Communications Co., Ltd. London Branch

• Banking
• 700 & Above Employee

• Management Trainee

  • Feb 2010 - Present

  • Lead a sales team of 5 and manage hundred high net worth clients accounts on the customer service line with outstanding cross sell skills; Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times • Maintain a well-developed professional knowledge of the complete line of products and services offered and study consumer buying behavior to provide promptly and effective assistance for further development needs • Analyze the banking system and structure across both company and industry levels; Develop in-depth knowledge on the overall marketing mix and sales strategies in the financial market Show less



Bank of Beijing

• Banking
• 100 - 200 Employee

• Customer Service Intern, Private Business Division

  • Aug 2009 - Sep 2009

  • Explore potential clients and promote financial services and products, like credit card programs and loan packages, by uncovering their personal needs and devising financial plans for them • Provide personal finance service with investment advisory on investment packages, eg. fixed-income funds, guaranteed fund, equity fund, etc. • Help collect and analyze financial statistics and bank reports, including analyzing macroeconomic trends to adjust investment strategy and product portfolios • Explore potential clients and promote financial services and products, like credit card programs and loan packages, by uncovering their personal needs and devising financial plans for them • Provide personal finance service with investment advisory on investment packages, eg. fixed-income funds, guaranteed fund, equity fund, etc. • Help collect and analyze financial statistics and bank reports, including analyzing macroeconomic trends to adjust investment strategy and product portfolios



Bank of Communications Co., Ltd. London Branch

• Banking
• 700 & Above Employee

• Sales Intern, OTO (One to One Financial Consulting Service) Division

  • Jan 2009 - Feb 2009

  • Promote various individual wealth management products, including mutual funds, insurance and annuities, etc. • Work as a bridge connecting front and back office; Serve as assistant in Client Serving Department and learn basic bank operations and transactions • Promote various individual wealth management products, including mutual funds, insurance and annuities, etc. • Work as a bridge connecting front and back office; Serve as assistant in Client Serving Department and learn basic bank operations and transactions