Rentian Zhang
Research Analyst at 深圳证券信息有限公司- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
中文 Native or bilingual proficiency
-
英文 Professional working proficiency
Topline Score
Bio
Credentials
-
CFA LEVEL I passed
CFA InstituteJun, 2017- Nov, 2024 -
反假货币资格证
中国人民银行Sep, 2016- Nov, 2024 -
基金从业资格
中国证监会Jan, 2015- Nov, 2024 -
保险销售从业资格证
China Insurance Regulatory CommissionSep, 2014- Nov, 2024 -
证券从业资格
中国证监会Sep, 2012- Nov, 2024 -
AFP
Financial Planning Standards Board Ltd.Jun, 2016- Nov, 2024
Experience
-
深圳证券信息有限公司
-
China
-
Software Development
-
1 - 100 Employee
-
Research Analyst
-
May 2018 - Present
-
-
-
China Construction Bank
-
Banking
-
700 & Above Employee
-
Product Market Manager
-
May 2016 - Oct 2016
• Established and maintained relationships with individual customers, understood financial situations and expected returns, assessed the risk tolerances, provided proper investment instruments with various maturities and built personal investment portfolios for clients• Analyzed the differences of bonds, funds and commodities, traced net values of key funds, analyzed financial performances and risks of main stocks in the funds, followed the spot and future prices of gold and crude oil• Communicated with clients periodically, reported investment returns, updated personal financial positions and risk tolerances in the system, rebalanced investment portfolios based on clients’ requirement Show less
-
-
Teller
-
Jul 2014 - May 2016
• Dealt with RMB or foreign currency deposit business for personal clients• Promoted credit cards, funds, e-bank products and insurance products during dealing with businesses with customers• Checked the daily accounts of the teller, examined the cash holdings, important blank certificates and so on
-
-
Education
-
2016 - 2017
Nanyang Technological University
Master's degree, Finance -
2010 - 2014
湖南大学
经济学学士, 金融学 -
2007 - 2010
high school attached to northeast normal university
high school, high school
Community
