Experience

Penghua Fund Management Co., Ltd.

• China
• Financial Services
• 1 - 100 Employee

• Fund liquidator

  • Nov 2020 - Present



China Guangfa Bank

• Financial Services
• 200 - 300 Employee

• Transaction Banking Department

  • Apr 2019 - Oct 2020



Hsbc Data Processing

• 中国 广东 广州

• Fund Administrator

  • Oct 2018 - Jan 2019

  • Reconciliated for cash, position, and transaction by comparing broker side and HSBC side, ensuring fund’s Net Asset Value was correct and reliable. • Utilized fund and securities’ knowledge in daily operation to find breaks and distinguish, report, investigate, and solve it. • Reconciliated for cash, position, and transaction by comparing broker side and HSBC side, ensuring fund’s Net Asset Value was correct and reliable. • Utilized fund and securities’ knowledge in daily operation to find breaks and distinguish, report, investigate, and solve it.



GF Securities

• China
• Financial Services
• 400 - 500 Employee

• Teller

  • Feb 2017 - May 2017

  • Coordinated with 5 other tellers to assist clients in opening accounts and taught clients how to make transactions. • Inspired clients to speculate on stock in mobile devices by introducing convenience of application software. • Persuaded over 200 clients to establish Cash Gain business, and brought over $720 thousand financing to the corporation. • Maintained a good relationship with over 5 clients and kept clients informed of the latest financial product of Guangfa Securities Corporation. Show less



民生金融租赁MINSHENG Financial Leasing Co.,Ltd

• China
• Financial Services
• 1 - 100 Employee

• Associate Lobby Manager

  • Jun 2014 - Aug 2014

  • Led a team of 6 to instruct clients to deal with transactions and ensured lobby area’s order. • Guided clients in service processing by using ATM and e-bank. • Maximized tellers’ efficiency by checking clients’ documents and assisting filling out paper forms. • Led a team of 6 to instruct clients to deal with transactions and ensured lobby area’s order. • Guided clients in service processing by using ATM and e-bank. • Maximized tellers’ efficiency by checking clients’ documents and assisting filling out paper forms.