Experience

Taikang Asset Management

• Financial Services
• 100 - 200 Employee

• Operations-Vice President

  • Jul 2022 - Present

  Operations Management Center, Depository and Clearing Department

• Operations-Associate

  • Apr 2020 - Jul 2022

  Operations Management Center, Depository and Clearing Department



Taikang Asset Management

• Financial Services
• 100 - 200 Employee

• Operations Intern

  • Oct 2019 - Feb 2020



ShenWan HongYuan Securities brokerage company

• China

• Assistant-Account Manager (Internship)

  • Jun 2017 - Sep 2017

  Shenwan Hongyuan Securities Co., Ltd. is the first joint-stock securities company in China with a registered capital of 4.2 billion euro. It has a full range of securities business qualifications, including securities brokerage, securities investment consulting. • Gathered daily information about securities market and economic operation. • Provided the basics knowledge of securities and recommendations for improvement to clients. • Created accounts for clients on the risks and opportunities associated with their targets ‘collateral issues. • Identified client's demands and provided them with reasonable asset allocations and wealth management services. • Assessed client's Risk tolerance and planned strategy accordingly. • Assisted team develop new clients in security brokerage services, maintain relationship with existing customers with strong communication skills and a high-standard of customer service. • Participated in proposing and performing financial management plan and recorded conference content. Show less