Investment Specialist

• Aug 2020 - Present

I am mostly in charged of investment account managing. However, the job demands more than just placing buying and selling orders. I must give out frequent basic and technical analysis of listed companies, as well as doing portfolio managing tasks for my customers. I am also the leader of a group of 5 intern analysts. At the time I am writing this description, I have had more than 200 investment accounts under my authority. I am mostly in charged of investment account managing. However, the job demands more than just placing buying and selling orders. I must give out frequent basic and technical analysis of listed companies, as well as doing portfolio managing tasks for my customers. I am also the leader of a group of 5 intern analysts. At the time I am writing this description, I have had more than 200 investment accounts under my authority.

Investor Relations Associate

• Apr 2021 - Present

- Building and maintaining relationships with potential equity investors. - Raising capital for partner enterprises through various types of securities and capital instruments (coporate bond, coporate loans and stock options). - Taking part in arranging private placements of coporate bonds. Arranging appropriate documents for customers to ensure that they are able to invest in the projects. - Doing basic analysis and portfolio management tasks for investors. - Building and maintaining relationships with potential equity investors. - Raising capital for partner enterprises through various types of securities and capital instruments (coporate bond, coporate loans and stock options). - Taking part in arranging private placements of coporate bonds. Arranging appropriate documents for customers to ensure that they are able to invest in the projects. - Doing basic analysis and portfolio management tasks for investors.

Human Resources Assistant

• Sep 2018 - Sep 2019

- Recruiting, interviewing and training candidates for Online English Teacher position from various markets. Individuals' KPI counts on past and fail ratio. - Team work (team of 20), KPI applied. - Recruiting, interviewing and training candidates for Online English Teacher position from various markets. Individuals' KPI counts on past and fail ratio. - Team work (team of 20), KPI applied.

Insurance Agent

• Jul 2016 - Jun 2017

- Well-trained with financial market, insurance merits and AIA's product knowledge. - Campaign leader of a 6-agents team in a 1-month sale campaign. - Decent experience in sales and in building - maintaining Individual customer relationship. - Sales with weekly and monthly KPI. - Team work, team KPI applied. - Well-trained with financial market, insurance merits and AIA's product knowledge. - Campaign leader of a 6-agents team in a 1-month sale campaign. - Decent experience in sales and in building - maintaining Individual customer relationship. - Sales with weekly and monthly KPI. - Team work, team KPI applied.

English Teacher

• Mar 2017 - May 2017